Services

Performance, Capital and Transactions.

I provide senior financial leadership for the moments that demand more than reporting the past. The work is practical, evidence-led and shaped around the decision in front of the business.

01

Performance

Business situation

The business is growing, but its financial information has not kept pace, or cash and performance need tighter control.

How I help

I establish the financial position, strengthen management information, challenge assumptions and give financial actions clear ownership.

Practical work

Cashflow and liquidity; management information; commercial and operational performance; financial planning; board and shareholder reporting.

Decision supported

A clearer view of what is happening, what is working and what must change.

02

Capital

Business situation

The business needs debt or equity funding, refinancing or a credible investment case for its next stage.

How I help

I build the evidence, test the plan, shape the funding requirement and support the process with lenders and investors.

Practical work

Integrated financial models; investment cases; lender and investor materials; funding process support.

Decision supported

A defensible capital case built around evidence rather than aspiration.

03

Transactions

Business situation

An acquisition, MBO, investment, restructuring or shareholder exit needs financial ownership and hands-on execution.

How I help

I prepare the financial case, challenge deal structure, support due diligence and coordinate the financial work through completion.

Practical work

Deal modelling; due diligence; data-room readiness; deal-structure challenge; coordination with lenders, investors, buyers and professional advisers.

Decision supported

A better-prepared transaction with clear financial execution through completion.

One mandate can move through several stages.

An engagement may begin with performance and cash, then develop into fundraising, acquisition, restructuring or exit work as the evidence and priorities become clear.

Where regulated investment, legal or tax advice is required, I work alongside the appropriate professional advisers.

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