Corporate finance Our solutions. PRECISE. PROVEN. PERFORMANCE.

Transcription

1 Corporate finance Our solutions PRECISE. PROVEN. PERFORMANCE.

2 Introduction Providing the full spectrum of lead advisory, transaction support and dispute analysis services you would expect from one of the UK s leading independent corporate finance advisers, we act for clients ranging from mid-sized quoted companies and large private enterprises to smaller owner managed businesses, both in the UK and overseas. The team is headed by a specialist division in London, and offer local knowledge and advice from our network of UK offices, as well as liaising with our colleagues from Moore Stephens International to provide expertise on complex cross-border issues.

3 Our solutions Raising finance Capital markets Mergers & acquisitions Financial due diligence MBOs & MBIs Corporate finance Dispute advisory & investigations Strategy & exit planning Valuations & Intellectual Property (IP) Financial modelling

4 Transaction services We combine our extensive deal expertise with in-depth understanding of industry sector issues to support our clients buying or selling businesses. Our tailored reports identify downside-risks and upside-opportunities to help clients make better deal decisions. Services provided include: acquisition due diligence; vendor due diligence; valuation; financial modelling; strategy reviews. Key contacts: Oladipo Oye-Somefun ext Andrew Cook ext. 1511

5 Dispute advisory & investigations We work alongside clients, and their legal advisers to: be your expert guide in conflict; deal with business and personnel relationship breakdowns of trust; find and evidence the truth; identify fault and its cost; deal with significant breaches of the law; obtain redress; find the escape route from onerous contract or circumstances outside your experience and control. Key contact: Alexandra Suzuki ext Kelly Dehner ext. 1074

6 Financial modelling We design bespoke financial models for clients to help them to forecast performance. These models are designed to improve accuracy, allow sensitivity analysis and help the management team make informed decisions based on reliable data. Financial models are required for most growing businesses, especially where they have or are looking at third party debt or equity, or undertaking an acquisition or MBO. Key contacts: Anthony Cunningham ext Victoria Kiess ext. 2307

7 Valuations There are many occasions when a business needs to be valued. Different bases of value may be defined by regulation, contract or financial standards. Whether a valuation is required for M&A, fund raising, strategic decision making, dispute resolution, tax or restructuring, selecting the appropriate methodology requires a detailed understanding of the purpose of the valuation, the business, the market and future prospects. Our experienced team combines commercial insight, technical expertise, and professional judgement to provide reliable and robust valuation opinions. Key contact: John Illsley ext Andrew Cook ext. 1511

8 Capital markets Becoming a PLC is a major step for a private company. We support management as well as the company s financial advisers throughout the entire IPO process on one of the UK s three markets (the Main Market, AIM or ISDX) and on international markets. Benefits gained from listing include: new capital for growth; enhancing profile; partial exit. Key contacts: Dougie Hunter ext Ryan Biscomb ext. 1174

9 Raising equity finance We have strong relationships with a wide range of potential equity funders including private equity, venture capital and high net-worth individuals. We add value to clients by helping them identify the most appropriate sources of funds, attracting and negotiating the best terms for our client, and project managing a robust process. This starts with advice around the business strategy, and leads on to financial forecasting to enable the investment plan to be ready to sending to potential equity funders. We support clients in negotiations and project managing the fund raising project to completion. Key contact: Jamie Johnson ext Ish Alg ext. 1118

10 Raising debt finance We help clients access appropriate debt funding to support their day-to-day operations and growth, also ensuring they have the best terms and conditions; as well as the lowest cost of debt. The current low interest rate environment and the growth in the types and sources of funding means that there has never been a better time for companies to consider their debt funding options. Key contacts: Alastair Richards ext Brian Keane ext. 1179

11 Mergers & acquisitions: corporate acquisitions We have extensive experience of advising clients through the complex task of making a corporate acquisition, including: identifying targets; making anonymous approaches; guidance on valuation; negotiation of terms; sourcing external finance; due diligence; post-merger integration. Our extensive global network enables us to locate highquality targets globally. Key contacts: Jamie Johnson ext Brian Keane ext. 1179

12 Mergers & acquisitions: succession planning We have helped large numbers of clients to sell their businesses, and find that advanced planning is the key to maximising the value they receive. Working closely with the Business Tax team, we analyse the structure and advise clients when the time is right to be more desirable and valuable to potential acquirers. Key contacts: Ish Alg ext Victoria Kiess ext. 2307

13 Mergers & acquisitions: business exits When clients are ready to exit their business we can work with them to maximise the value and ensure they find the most appropriate purchaser including: trade buyers: domestic; international; management team (MBO); financial buyers (private equity). We tailor every project allowing clients to choose from a fully project managed service through to a hand-holding or advice on demand model. Key contacts: Jamie Johnson ext Simone Box ext. 2462

14 Strategic advice We work with clients to brainstorm strategic direction. This gives clients an independent and objective adviser to help refine their plans and provide the sounding board for the future. We help share benchmarked ideas and real life examples to help clients grow and move their businesses forward. Key contacts: Ish Alg ext Ryan Biscomb ext. 1174

15 The Corporate Finance team Phil Cowan Head of Corporate Finance ext Partners Philip Bird ext Directors Andy Cook ext Marty Lau ext Peter Daniel ext Merryck Lowe ext John Illsley ext Damian Ryan ext Jamie Johnson ext Nick King ext Oladipo Oye-Somefun ext. 1576

16 DPS33864 July 2017