What we are engaged to do

We build the proposition — information memorandum, financial model, diligence pack — then take it to the banks, financial institutions, private credit funds, family offices and investors most likely to transact, run the process and negotiate terms alongside you through to signing. Includes funding readiness, capital structuring, and advising on and arranging the security and collateral package supporting the facility. We act as an intermediary on a fee or commission basis agreed with you in writing.

Off-the-shelf facilities do not fit every project. Where a standard senior loan will not work, we design the instrument around the cash flow and the security actually available, then arrange it with the counterparties who write that kind of paper. Structures we work on include senior secured term debt and revolving facilities; bridge and pre-development finance; mezzanine, subordinated and holdco debt; unitranche and blended structures; convertible and quasi-equity instruments; limited-recourse project finance; acquisition and leveraged finance; asset-backed and asset-based lending; receivables, supply chain and trade finance; sale-and-leaseback; and real estate development finance.

Rescheduling and restructuring existing loans and overdue facilities between a borrower and its lenders: rebuilding the cash-flow case, preparing the standstill or amendment proposal, and running the negotiation. Most useful well before a covenant is actually breached.

Arranging the purchase and sale of businesses and professional practices — origination and buyer or target search, valuation range, deal structure, negotiation strategy, and coordination of legal and tax advisers through to completion.

Determining the fair value of a company, a shareholding or a business unit for a transaction, a shareholder arrangement, a financing or a dispute. Discounted cash flow, comparable company and transaction multiples, and asset-based approaches, with the reasoning and the sensitivity range set out so a counterparty can test it.

Advising on investment options, capital deployment, portfolio structuring and the merits of specific opportunities on a fee basis — including independent second opinions on proposals already on the table. Advisory only: we do not hold, pool or manage client money.

Advising on bank relationships, facility structures and product selection, and preparing the company for how a credit committee will read it. Also engaged by financial institutions on the other side of that conversation.

Advising businesses on strategy, organisation, planning, performance and control — the umbrella practice covering diagnostic reviews, restructuring of how a business runs, management information, efficiency and organisational design. Engaged both standalone and alongside a transaction.

Corporate strategy, growth planning, market entry and business model design: where the next unit of growth actually comes from, what it costs to get there, and which options to rule out first.

Designing the machinery that makes performance visible: cost accounting programmes, budgetary control procedures, management reporting packs and the KPI set a board can actually run the business against.

Planning, coordinating and controlling delivery of a client project — workstreams, milestones, dependencies and escalation — including PMO support on transactions and post-deal integration.

Two related mandates. Advisory: regulatory compliance frameworks, AML and CFT policies and procedures, delegation of authority, board and committee structures, and the governance a lender or investor expects to see before it commits. Review: testing a counterparty or a file before you rely on it — documentation integrity, ownership and control records, source-of-funds sensitivity, sanctions exposure and counterparty credibility, mapped to the risks each one carries.

Advisory support on corporate tax and VAT position, structuring implications and regulatory obligations. Where formal representation before the Federal Tax Authority is required, we work alongside a registered tax agent.