Financial and transactions advisory

Senior financial expertise, when you need it.

Fractional CFO, accounting, SPV, trust and fund administration, and transaction advisory for businesses that need financial leadership without the cost of a full-time hire.

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CFO expertise, a flexible team, and investment banking depth.

Whether you're navigating a transaction, scaling, or need a financial partner beside your leadership team, we bring the rigour of institutional finance to businesses of every size.

Compliance-aware advice

We consider AML/CTF and financial crime from the outset, so your transactions and structures are commercially sound and regulatory-ready.

Senior practitioners only

Every engagement is led by a senior practitioner with experience across banking, corporate finance and regulation. No bait-and-switch.

Joined up with compliance

Our financial and compliance practices work together. When a transaction has AML/CTF implications, and many do, you get one team's advice.

Four practice areas. One integrated team.

Delivered by senior practitioners with direct industry experience.

Fractional CFO

Finance Business Partner

Strategic financial leadership without the full-time cost.

Ideal for: Growth-stage businesses, PE-backed companies, businesses between CFO hires
Engagement: Ongoing retainer, part-time or interim

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A senior CFO or finance director embedded in your business on a part-time or interim basis. We partner with you on financial strategy, reporting and stakeholder relationships, so your leadership team can focus on growth.

What we deliver (8)

Financial strategy and planning
Board and investor reporting
Cash flow management and forecasting
Capital structure advice
Banking and lender relationship management
Finance team leadership and mentoring
KPI frameworks and management dashboards
Budgeting and scenario modelling

What we deliver

Financial strategy and planning
Board and investor reporting
Cash flow management and forecasting
Capital structure advice
Banking and lender relationship management
Finance team leadership and mentoring
KPI frameworks and management dashboards
Budgeting and scenario modelling

Accounting & Financial Management

Accurate, timely financials you can actually rely on.

Ideal for: SMEs, professional services firms, family offices, not-for-profits
Engagement: Ongoing retainer or project

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End-to-end accounting and financial management, from month-end close and management accounts to statutory reporting and audit preparation. We build the financial infrastructure your business needs to operate with confidence.

What we deliver (8)

Monthly management accounts
Statutory financial statements
Audit preparation and liaison
Chart of accounts design and optimisation
Accounting system implementation and review
Payroll and accounts payable oversight
Tax compliance coordination
Financial controls and process improvement

What we deliver

Monthly management accounts
Statutory financial statements
Audit preparation and liaison
Chart of accounts design and optimisation
Accounting system implementation and review
Payroll and accounts payable oversight
Tax compliance coordination
Financial controls and process improvement

SPV, Trust & Funds Administration

Specialist accounting and administration for complex structures.

Ideal for: Private equity, property funds, family offices, managed investment schemes
Engagement: Ongoing retainer or project

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SPVs, trusts and investment funds carry accounting and administrative obligations that general-purpose finance teams are rarely equipped to handle. We provide specialist administration, accounting and compliance support for these structures, from establishment to wind-down.

What we deliver (8)

SPV establishment and ongoing accounting
Trust accounting and distribution calculations
Fund administration and NAV reporting
Investor reporting and capital account maintenance
Waterfall and carried interest calculations
Regulatory and tax compliance coordination
AML/CTF compliance integration for fund structures
Wind-down and dissolution support

What we deliver

SPV establishment and ongoing accounting
Trust accounting and distribution calculations
Fund administration and NAV reporting
Investor reporting and capital account maintenance
Waterfall and carried interest calculations
Regulatory and tax compliance coordination
AML/CTF compliance integration for fund structures
Wind-down and dissolution support

Transaction Advisory

Independent financial advice across complex transactions.

Ideal for: Corporates, property developers, infrastructure, private equity
Engagement: Transaction-based or project

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Specialist advisory for complex financing and capital transactions: debt raises, equity placements, refinancings and structured finance. We provide the analysis, modelling and stakeholder management to get transactions across the line.

What we deliver (8)

Financial modelling and scenario analysis
Debt and equity raise support
Refinancing and restructuring advisory
Structured finance and project finance review
Lender and investor presentations
Term sheet review and negotiation support
Capital markets readiness and due diligence
Transaction risk and sensitivity analysis

What we deliver

Financial modelling and scenario analysis
Debt and equity raise support
Refinancing and restructuring advisory
Structured finance and project finance review
Lender and investor presentations
Term sheet review and negotiation support
Capital markets readiness and due diligence
Transaction risk and sensitivity analysis

Need senior financial expertise?

Tell us what you're working on. We'll scope the right engagement and give you a clear view of how we can help.

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