Funding advice for growth, acquisitions and exits.
We advise owners and management teams on their funding options, from the funding strategy to the financial case.
The right funding depends on what it is for: growth capital, an acquisition, a management buy-out or a shareholder exit each call for a different mix of equity and debt.
We prepare the financial case, advise on the funding options and the terms, and support you through the process, while you keep running the business.
How we help
- Funding strategy and capital structure advice
- Financial models, business plans and information memoranda
- Advising on the investors and lenders that may suit the business
- Advising on senior and mezzanine debt options
- Advising on terms and shareholder arrangements
- Coordinating due diligence and completion
Who this is for
- Owner-managed businesses planning growth or acquisition funding
- Management teams funding a buy-out
- Founders bringing in an investor or partner
Should we raise debt or equity?
It depends on the purpose, the cash flow available to service debt and how much of the business you are willing to share. Many transactions use a combination. We model the options so you can compare them.
What do investors and lenders look for?
A credible plan, reliable financial information, a strong management team and a clear use for the money. A well-prepared financial case shortens the process and improves the terms.
How long does a funding process take?
Typically a number of months from preparation to funds being drawn, depending on the investor or lender, the amount and the complexity of due diligence.
Do you help with a management buy-out?
Yes. See our page on management buy-outs and buy-ins for how we structure and fund them.
This page is general information and is not advice. Speak to an advisor about your circumstances before acting.
