Securing the right capital is a pivotal moment in any business’s lifecycle. It is the fuel that transforms ambition into reality. We act as your trusted guide, working with you to develop and execute capital strategies that meet your immediate needs and align with your long-term vision. We aim to ensure you have the appropriate funding to fulfil your ambitions and forge ahead.

Debt Advisory

The funding market for mid-tier organizations has become turbulent, with increased regulatory requirements and market shifts creating a complex landscape. We are your seasoned navigators, helping you chart a course to an optimal and sustainable funding structure. Our independent position and extensive relationships with the most active funders allow us to craft tailored solutions that meet your strategic ambitions, whether for aggressive growth, a landmark acquisition, or strategic refinancing.

Our comprehensive debt advisory services include:

• Strategic Refinancing: We don’t just refinance debt; we restructure existing facilities to unlock growth, secure more favourable terms, and proactively address maturing obligations. Our constant dialogue with active lenders ensures we can secure the proper funding at a competitive rate, giving your business the freedom to thrive.
• Recapitalisations for Value Creation: We facilitate partial exits or shareholder cash-outs through bespoke recapitalisation strategies, enabling you to realise significant value while maintaining ownership and control.
• Working Capital Optimisation: We conduct in-depth reviews to analyse and optimise your working capital cycle, improving efficiency and unlocking liquidity to power your operations.
• Navigating Distressed Situations: Our team stands by you in uncertain and challenging circumstances to preserve stakeholder value. We evaluate strategic and restructuring options, manage stakeholder expectations with empathy and clarity, and position the business for a swift sale or investment when a decisive change is needed.

Equity & Growth Capital

Whether you are a startup with a groundbreaking idea, or an established company poised for a new growth phase, we help you access external capital and prepare for a successful funding round. We are trusted partners in every step of the journey, ensuring your funding proposition is not just viable, but truly captivating.

Our services are designed to maximize your success:

• Holistic Funding Strategy: We go beyond a simple assessment, providing a comprehensive evaluation of all available funding solutions—including debt, equity, and mezzanine finance—to find the most suitable fit for your unique business needs.
• The Compelling Funding Proposition: We work side-by-side with you to craft compelling business plans, robust financial forecasts, and high-impact presentation materials that not only state your case but also resonate with and inspire potential investors and lenders.
• Expert Investor Management: We lead presentations and negotiations with institutions, ensuring your interests are protected and amplified. We work tirelessly to secure commercially viable terms with headroom for future growth, giving you the runway you need to succeed.
• Seamless Project Management: We provide end-to-end project management from initial assessment to the celebratory deal closure. We meticulously coordinate due diligence processes, legal teams, and all other advisors to ensure a smooth, timely, and stress-free completion.

Private Equity Portfolio Advisory

Trust is fundamental, and expertise is essential when optimising value for private equity-backed companies. Our dedicated advisory team brings extensive experience and strong relationships with mid-market private equity funds in the UK and internationally. We provide a multidisciplinary approach to help you achieve your objectives and ensure all parties achieve a successful, value-driven outcome.

Our expertise covers every stage of the lifecycle:

• Strategic Disposals: We manage the sale process to strategic or financial investors to achieve an optimal exit for all parties, carefully considering all stakeholders. We also specialize in managing complex situations with limited or no equity value or conflict among stakeholders, turning challenges into opportunities.
• Purpose-Driven Restructuring & Refinancing: We provide guidance on financial restructuring or fundraising when the existing financial structure is no longer appropriate or sustainable, breathing new life into your portfolio companies.
• Aggressive Bolt-Ons / Buy-and-builds: We proactively research, develop, and deliver strategic acquisition opportunities that are the perfect fit to enhance the value of your portfolio companies.