Investors & Funders

Maximise the value of your portfolio

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Our experience as advisors, bankers and finance directors means we understand your objectives as investors and funders. We understand the credit process, enabling us to tailor our services to meet your needs. We have all experienced the frustration of voluminous due diligence reports that offer no opinion, do not address the key issues facing investors and are not in a format acceptable to credit committees and fellow directors.

As a result of this experience, combined with many years of intensive training in the provision of transaction related advice within Ernst & Young, we are committed to providing bespoke, meaningful and valuable due diligence services. Our aim is to provide:

Opinions
Advice
Concise and tailored reporting

Our experience in industry also means we understand the practical challenges involved in post acquisition integration. Consequently, once you have made an investment, we can work with you to support with business planning and integration.

Analyse the investment

Define the investment criteria
Evaluate/ prepare the business plan and forecasts
Identify the key risks and opportunities
Challenge the key forecast assumptions and potential synergies
Assess the costs required to complete the transaction
Provide an opinion on whether to progress the opportunity further (before incurring further costs)
Advise and assist with appropriate funding / deal structure
... to determine if it is worth committing resources to progress a transaction opportunity further

Investors & Funders

Maximise the value of your portfolio

Analyse the investment

Insight and investigation

Maximise your return