Strategy

We help you mold the framework that guides the financial decisions, shaping the direction of the business.

CFO Advisory

Running a company means financial questions arrive constantly and rarely at convenient moments. These are not questions that wait for a quarterly board meeting.

We work directly with CEOs and founders as an ongoing financial partner, building a relationship around the specific stage, ambitions, and challenges of your business.

  • We work directly with the CEO as a sounding board and decision-support partner on the financial dimensions of every significant business decision.

  • We help you with leading and overseeing the business, coordinating across reporting, planning, fundraising, and strategic analysis, so the CEO does not have to.

  • We monitor and help in managing the cash position of the business on an ongoing basis, ensuring the CEO has clear visibility and early warning on anything that requires attention.

  • We manage the relationship with auditors, accountants, tax advisors, and legal counsel on financial matters, protecting the CEO's time and ensuring consistency across all financial workstreams.

Financial Modelling

Financial models serve as guidelines for stakeholders to track and accomplish business objectives. They are also the most scrutinised documents in any fundraising or transaction process.

A financial model needs to hold up under detailed interrogation, reflect the real commercial dynamics of the business, and give both management and investors a reliable basis for decision-making.

  • We design linked P&L, balance sheet, and cash flow statements built around the specific revenue and cost architecture of the business.

  • We help you craft operational models designed for management use, focused on the inputs and levers that drive day-to-day and strategic decisions.

  • We structure bespoke models for external review, with clear documentation of assumptions, sources, and methodology to withstand due diligence scrutiny.

  • We employ DCF analysis, comparable company benchmarking, comparable transaction benchmarking, and LBO frameworks, to provide valuation references as relevant to the transaction or investor type.

  • We help you test models across base, upside, and downside cases built with the rigour that sophisticated investors require and the commercial realism that management can defend.

  • We conduct assessments and reconstruction of existing models where the underlying logic, assumptions, scope, or presentation do not meet the standard required.

Business Planning

A business plan is the financial and strategic case for why a business deserves interest, trust, capital and commitment from the people being asked to back it.

We work with management teams to build plans that are rigorous enough to satisfy experienced financial stakeholders and clear enough to communicate a compelling vision.

  • We help you build the pricing, volume, and channel assumptions that underpin the plan, with clear documentation of how each driver behaves across scenarios.

  • We help you refine the operating model and capital requirements in a way that demonstrates both financial discipline and a realistic understanding of what growth costs.

  • We build the financial framework around people decisions, modelling the cost, timing, and return implications of key hires.

  • We stress-test the plan across realistic downside scenarios to demonstrate that management has a clear-eyed view of the risks involved.

  • We help you translate the commercial logic of the business into a structured financial story that addresses the questions investors and lenders ask.

  • We produce board-ready materials that present the plan in the format and register appropriate for the specific audience (e.g. equity investors, debt provider, partners, business division leaders, etc.).

M&A Strategy

A successful M&A strategy is built on one discipline: knowing when inorganic growth accelerates the business and when it merely complicates it.

We work with CEOs across the full M&A journey: from target screening and strategic rationale, through financial stress-testing and investment case, to supporting the transaction process when a deal moves forward.

  • We work with the CEO to define the financial and strategic criteria that make an acquisition genuinely additive to the business — market position, revenue profile, margin structure, integration feasibility — before any specific target is on the table.

  • We assess the financial profile of potential acquisition targets, identifying the metrics, risks, and value drivers that matter most to management before committing time and resource to a formal process.

  • We build the financial case for a proposed acquisition, which includes the growth thesis, the synergy logic, and the capital deployment rationale, in a form that is credible to the board, existing investors, and any new capital required to fund the deal.

  • We model the financial consequences of a proposed combination in terms of revenue synergies, cost integration, working capital implications, and stress-test them across realistic scenarios.

  • We help you in assessing whether the strategic objective is better achieved through acquisition or organic investment, modelling both paths with the rigour required to make a rationale decision.

  • We help you preparing the financial documentation required for board approval or investor sign-off on a proposed acquisition, with clear assumptions disclosure, scenario analysis, and risk and mitigation assessment.