Consulting Testimonials

CFO, PE-Backed Energy-Co

Developed great tools to give visibility into profitability by service and by customer which delighted the Chairman and PE sponsor.

CFO, Private Equity

Pleasure to work with ... the whole project was delivered in a structured way on time and budget.

CFO SaaS PLC

Understood the business quickly ... Models were robust and with the right level of complexity.

Head of FP&A, Retail PLC

Very professional and knowledgeable. High standard of work [and] done in good time.

Business Controller, Tech PLC

Professional & methodical ... I would not hesitate to call on their services again.

CFO, Retail PLC

An absolute pleasure to work with ... financial forecasts [enabled] the business to make critical decisions under a tight timeframe.

CFO, PE-Backed Energy-Co

Developed great tools to give visibility into profitability by service and by customer which delighted the Chairman and PE sponsor.

CFO, Private Equity

Pleasure to work with ... the whole project was delivered in a structured way on time and budget.

CFO SaaS PLC

Understood the business quickly ... Models were robust and with the right level of complexity.

Head of FP&A, Retail PLC

Very professional and knowledgeable. High standard of work [and] done in good time.

Business Controller, Tech PLC

Professional & methodical ... I would not hesitate to call on their services again.

CFO, Retail PLC

An absolute pleasure to work with. Developed a tool allowing full visibility and flexibility over financial forecasts enabling the business to make critical decisions under a tight timeframe.

Recent Credentials

Explore How we have helped our clients

M&A

Dual Sell-Side M&A Financial Models for 2x c.€10M ARR European SaaS Enterprises

Rapid sell-side M&A financial modeling and dual-purpose operational architecture for two c.€10M ARR European SaaS businesses.

Explore How we have helped our clients

M&A

Operating & Sell-Side M&A Financial Model for a UK Special Situations PE PortCo Group

Group operating financial model and sell-side exit readiness for a UK Special Situations PE portfolio company (Construction/Manufacturing).

M&A

Operating & Sell-Side M&A Financial Model for a UK Special Situations PE PortCo Group

Group operating financial model and sell-side exit readiness for a UK Special Situations PE portfolio company (Construction/Manufacturing).

Debt Financing

Refinancing Financial Model & Ongoing FP&A Support for a c.£15M Bio-Tech Firm

Refinancing financial modeling, transaction readiness, and ongoing FP&A advisory for a c.£15M bio-tech business.

Debt Financing

Refinancing Financial Model & Ongoing FP&A Support for a c.£15M Bio-Tech Firm

Refinancing financial modeling, transaction readiness, and ongoing FP&A advisory for a c.£15M bio-tech business.

M&A

M&A Waterfall Financial Model & Management Incentive Plan for a c.£15M Lottery Operator

Transaction waterfall and management incentive equity modeling for a c.£15M lottery company exit.

M&A

M&A Waterfall Financial Model & Management Incentive Plan for a c.£15M Lottery Operator

Transaction waterfall and management incentive equity modeling for a c.£15M lottery company exit.

M&A

Sell-Side M&A Financial Model & Expansion Strategy for a UK High Street Furniture Retailer

Sell-side M&A financial modeling and new-store rollout scenario planning for a prominent UK high street furniture retailer.

M&A

Sell-Side M&A Financial Model & Expansion Strategy for a UK High Street Furniture Retailer

Sell-side M&A financial modeling and new-store rollout scenario planning for a prominent UK high street furniture retailer.

M&A

Accelerated M&A Financial Modelling for a c.£200M UK Construction Manufacturer

Bespoke sell-side M&A financial modeling and UK expansion story articulation for a c.£200M construction supplier founder exit.

M&A

Accelerated M&A Financial Modelling for a c.£200M UK Construction Manufacturer

Bespoke sell-side M&A financial modeling and UK expansion story articulation for a c.£200M construction supplier founder exit.

Special Situations

Supporting a c.£250M Global Manufacturer / Telehealth service provider to Secure c.£50M Immediate Cash & Turnaround

Turnaround & contract profitability modeling across 10,000+ global engagements for a £250M UK manufacturer and telehealth provider.

Special Situations

Supporting a c.£250M Global Manufacturer / Telehealth service provider to Secure c.£50M Immediate Cash & Turnaround

Turnaround & contract profitability modeling across 10,000+ global engagements for a £250M UK manufacturer and telehealth provider.

Special Situations

Supporting a c.£200M UK Construction PLC to Secure Critical Debt Re-Financing and Turnaround

Rapid re-build of a flawed Big-4 financial model under extreme time pressure for the high profile turnaround of a c.£200M construction PLC, securing critical rapid debt re-financing and turnaround options

Special Situations

Supporting a c.£200M UK Construction PLC to Secure Critical Debt Re-Financing and Turnaround

FP&A / Reporting

Supporting a c1.8b international high street retailer in transforming internal FP&A for a new CFO and private equity board

Helping a c£1.8b international high street retailer professional FP&A reporting for a new private equity board.

FP&A / Reporting

Supporting a c1.8b international high street retailer in transforming internal FP&A for a new CFO and private equity board

Helping a c£1.8b international high street retailer professional FP&A reporting for a new private equity board.

Cash Flow

Supporting a c40m international boarding school in strategic planning for an incoming Labour government

Helping a c£40M international boarding school group to forecast the 5 year impact of new VAT rules and various capital re-investments.

Cash Flow

Supporting a c40m international boarding school in strategic planning for an incoming Labour government

Helping a c£40M international boarding school group to forecast the 5 year impact of new VAT rules and various capital re-investments.

Debt Financing

Supporting UK and US Private Investors in launching a c20m cross-border Financing Co

Providing financial modelling for a cross-border UK & US financing company SPV focused on the expansion operations in the US.

Debt Financing

Supporting UK and US Private Investors in launching a c20m cross-border Financing Co

Providing financial modelling for a cross-border UK & US financing company SPV focused on the expansion operations in the US.

M&A

Supporting a private equity firm on the carve out of a distressed Manufacturing Co

Rapid and fully contingent due diligence financial modelling for successful turnaround PE bid on a manufacturing co carve out.

M&A

Supporting a private equity firm on the carve out of a distressed Manufacturing Co

Rapid and fully contingent due diligence financial modelling for successful turnaround PE bid on a manufacturing co carve out.

M&A

Supporting the Private Equity sale of a c£30m SaaS business

Sell-side support from origination to completion of a PE exit M&A deal, coordination of financial and commercial due diligence and financial modelling. Post deal professionalisation of internal FP&A, budgeting and strategic models for activity based costing and product profitability differentiation.

M&A

Supporting the Private Equity sale of a c£30m SaaS business

Private Equity

Immediate and continuous value creation for a PE Backed c£60m Energy Tech Co

Leveraging big data analytics and visualisations for a portfolio company of a c£2.5m AUM global PE firm to report options for significant profitability growth through optimisation of pricing, customer differentiation and product/service differentiation.

Private Equity

Immediate and continuous value creation for a PE Backed c£60m Energy Tech Co

Retail

Optimising Financial Modelling for a c£1.5b FMCG Retail PLC during a critical period of M&A and debt re-financing activity

Simplifying and optimising existing financial modelling for handover to in-house teams, applying modelling best practices, automating data refresh processes and adjusting for the transition to a new ERP system.

Retail

Optimising Financial Modelling for a c£1.5b FMCG Retail PLC during a critical period of M&A and debt re-financing activity

Retail

Supporting the CEO of a distressed c£300m Global Retail PLC through a critical juncture

Forecasting turnaround options, risks and scenarios for the board at the beginning of the COVID-19 pandemic.

Retail

Supporting the CEO of a distressed c£300m Global Retail PLC through a critical juncture

Forecasting turnaround options, risks and scenarios for the board at the beginning of the COVID-19 pandemic.

Transformation

Supporting the CFO of a PE backed Tech / Media Co to transition to a SaaS Business Model

Re-designing and building a best in class revenue model for private equity investors and the board.

Transformation

Supporting the CFO of a PE backed Tech / Media Co to transition to a SaaS Business Model

Re-designing and building a best in class revenue model for private equity investors and the board.

Construction

Supporting a c£400m UK Construction PLC to secure critical Debt Re-Financing

Rationalising historic accounting records and analysis into a robust forecast of the groups funding requirement for presentation to the bank.

Construction

Supporting a c£400m UK Construction PLC to secure critical Debt Re-Financing

Rationalising historic accounting records and analysis into a robust forecast of the groups funding requirement for presentation to the bank.

Private Equity

Supporting the CFO of a Global Private Equity firm (c£30b AUM) in planning a new fund

Modelling the implications of contractual terms for future funds considering the position of both limited and general partners against various performance sensitivities.

Private Equity

Supporting the CFO of a Global Private Equity firm (c£30b AUM) in planning a new fund

Modelling the implications of contractual terms for future funds considering the position of both limited and general partners against various performance sensitivities.

SaaS

Helping a fast growing SaaS PLC through a Major Strategic Investment

Professionalising financial forecasting capabilities and facilitating the appraisal of multiple strategic investments and their financing requirements.

SaaS

Helping a fast growing SaaS PLC through a Major Strategic Investment

Professionalising financial forecasting capabilities and facilitating the appraisal of multiple strategic investments and their financing requirements.

Real Estate

Supporting the CFO and FD of a c£3b AUM listed REIT in reporting to investors

Automating and professionalising annual investor reporting & professionalising group FP&A, modelling and 5 year forecast updates

Real Estate

Supporting the CFO and FD of a c£3b AUM listed REIT in reporting to investors

Automating and professionalising annual investor reporting & professionalising group FP&A, modelling and 5 year forecast updates

Real Estate

Supporting the FD of a high profile global Real Estate firm to manage a c£130m contract

March 25, 2020

Automating workforce data collection & utilising data as a finance management asset to improve efficiency on a high value real estate contract.

Real Estate

Supporting the FD of a high profile global Real Estate firm to manage a c£130m contract

Automating workforce data collection & utilising data as a finance management asset to improve efficiency on a high value real estate contract.

Infrastructure

Supporting the tender and management of a c£50m infrastructure procurement project

December 18, 2020

Developing economic and financial models to configure cost savings, value for money and continuous improvement on a high value multi-year contract

Infrastructure

Supporting the tender and management of a c£50m infrastructure procurement project

Developing economic and financial models to configure cost savings, value for money and continuous improvement on a high value multi-year contract

Data Analytics

Utilising workforce data to facilitate strategic change and c£60m cost efficiencies

December 20, 2019

Analysing and automating the reporting of workforce data to drive faster and richer strategic leadership insights.

Data Analytics

Utilising workforce data to facilitate strategic change and c£60m cost efficiencies

Analysing and automating the reporting of workforce data to drive faster and richer strategic leadership insights.

Acquiring or Exiting a businesses?

Consulting Services

Explore How We Can Help You

Data Analytics

Helping leaders to leverage their business data and process automation using Power BI and Power Apps to optimise finance and strategic decision making

Financial Modelling

Build a financial model

Providing professional best practice financial models with integrated forecast financial statements (cashflow, P&L and balance sheet).

Fractional CFO Services

Fractional CFO services provide businesses with the full suite of data driven insights and financial modelling forecasts to drive cash generation, profits and improved outcomes in M&A, funding rounds and re-financing.

M&A Deal Support

M&A deal support

End to end deal support to prepare financial information, analysis and forecasts for M&A

Debt Re-Financing

Helping CFOs and Investors to acquire critical debt finance to fund transformational growth or turnaround strategies

Cash Flow

Special Situations | Distressed Turnaround, Restructuring & Insolvency

Financial modelling for special situations, distressed turnaround, insolvency and restructuring.

CFO Support

We are able to advise and deliver ambitious projects and professionalise FP&A, financial modelling and help businesses realise the full potential of their data.

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