Delivering World Class Results Together

— Corporate Finance Boutique

Financing the transaction – matching the financing needs of buy-side liquidity

Written by Steve Simpson, Consultant In acknowledging that every transaction has its own unique characteristics, whether it’s executing an MBO, M&A programme or achieving a partial value realisation, the sourcing of the correct type and quantum of funding across...

Corporate Governance

CORPORATE GOVERNANCE - THE MYTH There is a misconception that Corporate Governance exists purely in the world of Listed Companies and large Corporates. An additional view is that it embraces mainly bureaucratic and regulatory principles, and compliance provides...

To Lend or not to Lend!

Whilst a popular drink back in the 70’s, funders still follow this acronym to help them assess loan applications. To lend or not to lend - underwriters use CAMPARI and ICE to help them assess the risk and support the decision-making process. For clients / borrowers,...

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PASSION

We are a UK based corporate finance boutique with a real focus on entrepreneurs / owner managers and the delivery of lower mid-market sized assignments; that’s our passion.

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SPECIALITY

The founding team has been together for over 10 years, collectively completing over 200 transactions. Our track record is well renowned and reveals many trade exits, particularly to overseas acquirers; that’s our speciality.

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REPUTATION

What we don’t do is ‘shout about things’, we respect absolutely our clients desire for total discretion and confidentiality; that’s our reputation.

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LIFEBLOOD

Most of all we are independent, ambitious and totally committed to quietly investing and building a revered advisory business making millionaires; that’s our lifeblood.

WHAT WE DO

Our Expertise

We are bespoke in our approach and resolute in our delivery.

OUR FOCUS

We love advising entrepreneurs, that’s our DNA, and as a business we are investing heavily in all that goes into delivering a world class service.

Sounds rather ‘over the top’ on first reading BUT that is what our clients are seeking (and why shouldn’t they?). The very best advice and the very best result as a consequence.

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OUR VALUES

The right deal can take time; we’re not about cutting corners.

We pride ourselves on our integrity, resolve and confidentiality.

Our entrepreneurs are our greatest advocates and source of business. So we believe in impeccable standards with a sense of fun; you will know that we’re on your side.

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OUR STORY

Our inspiration and drive comes in the most part from our very close friend Andy Breeze who sadly lost his fight with cancer in the summer of 2016.

Andy was a much admired deal maker, an absolute gentleman and a wonderfully authentic colleague. We do so miss him and it is in his memory and the spirit he had that we have chosen to have his name above our door.

Why not come in and meet us ?

SPECIALITIES

Our Services

We listen, consider, design and plan; then we deliver discreetly together.

Completed over 200 transactions, with over 100 years of combined experience.

View Our Services

Download our brochure

Company Sales

We understand the enormity of this decision and are ready to respond sensitively and discreetly. We don’t jump to conclusions and will spend time with you to make sure we understand your objectives and motivations. Naturally we get to know you and your business, and in doing so we can design the very best process and approach. Every deal for us is a bespoke solution for your needs. We have a richness of experience to get that solution absolutely right.

Management Buy-Outs

When planning your succession, it may well be that selling to your management team would be the perfect strategy. We are particularly experienced in designing solutions which meet all objectives, working in an open and informative style to ensure that momentum and confidentiality are maintained. Together we present compelling proposals to both debt and equity providers as appropriate. And then we stay close to help make sure that the deal gets done whilst still allowing you to deliver the day to day business.

Capital Raising

Today we find ourselves in a market place which has many funding options to choose from. Our expertise in designing the right blend of capital is one of our hallmarks. Working with the right funding partners who are aligned to your objectives, is a fundamental aspect which we never lose sight of. So whether you are raising funds for growth, acquisition or even partial exit we can guide you; we will help you realise your plans.

Acquisitions

At the heart of our business is the ability to provide quality research. We will invest time making sure we understand your acquisition profile and as required can support you with the delivery of your M&A strategy. Our deal making credentials and empathy certainly enhance and increase the number of true ‘buy & build’ opportunities.

We are recruiting; why not pop in and have a chat? We’d love to share our plans with you.

CLIENTS

Our Successes

Absolute discretion, delivering the very best of results, is of paramount importance to our clients.

You will see a selection of sectors that we have delivered deals in during the last 18 months. Why not click on a few to hear what our clients have said.