Advisory Services
Debt raise, equity introductions, refinancing strategy, and investor readiness for growing and restructuring businesses.
Access to capital — at the right time, on the right terms, from the right sources — is one of the most consequential decisions a business makes. We advise businesses on how to structure, position, and execute capital raises across debt and equity.
Our capital advisory work spans growth financing, refinancing of existing facilities, rescue capital in distressed situations, and equity introductions for businesses seeking strategic or financial investors.
We prepare businesses to be investor-ready: clean financial information, a credible narrative, and a well-structured process. We then manage the capital raise from initial approach through to completion.
Structuring and raising bank debt, non-bank lending, and alternative credit facilities — including term loans, working capital, and project finance.
Assessment of existing facilities and development of a refinancing strategy to improve terms, extend tenor, or reduce cost of debt.
Identification and introduction of strategic or financial equity investors, including private equity, family offices, and high-net-worth investors.
Preparation of information memoranda, financial models, and investor presentations to position the business for a successful capital raise.
Sourcing of emergency or rescue capital for businesses in distress — including bridge facilities, mezzanine debt, and distressed equity.
Independent advice on the optimal capital structure for the business — balancing cost, flexibility, and risk across debt and equity.
Capital Needs Assessment
We assess the business, its capital requirements, and the most appropriate sources and structures.
Investor Readiness
We prepare the information memorandum, financial model, and investor materials.
Market Approach
We approach the appropriate lenders or investors and manage the process with discretion.
Negotiation & Close
We negotiate terms, manage due diligence, and support completion of the transaction.
Capital Secured
Debt or equity capital raised on terms appropriate to the business and its circumstances.
Refinancing Completed
Existing facilities refinanced on improved terms, extending the business's financial runway.
Investor Introduced
Strategic or financial investor introduced and transaction completed on agreed terms.
Business Positioned for Growth
Capital structure optimised to support the next phase of the business's development.
All enquiries are handled with complete discretion. There is no obligation.