Raise Capital Fast - with minimal
dilution. Multiply your Valuation.
Achieve Financial Freedom in
24-36 Months.
Why wait 7-10 years? Fast track the timeline to a highly profitable exit. Let us help you unlock the potential value of your business.
Raise Capital Fast - with minimal dilution. Multiply your Valuation. Achieve Financial Freedom in 24-36 Months.
Why wait 7-10 years? Fast track the timeline to a highly profitable exit. Let us help you unlock the potential value of your business.
£7m Capital Raise.
Including £7m in bank finance and £1m in private funding for acquisition of Claims Management company.
£16m Acquisition.
Led acquisition of £16m fit-out business.
£115m in Sales.
Created marketing strategy that delivered £115m in sales for professional services business which was turning over £6m.
400+ Franchise Sales.
Achieved sales of 400+ franchise units in 3 years for UK’s fastest ever growing franchise.
£15m Founder Tax Savings.
Saved Founder £15m in tax following successful exit.
£1m Profit Improvement.
Increased profit by £1m in 24 months, and valuation by £5m by delivering efficiencies within the finance function.
Accessed £63m in capital.
Enabled ESG hospitality venture to access $63m in finance as well as structure to create a £337m in exit, income and corporate tax difference.
£18m CGT difference.
Achieved urgent £1m in personal liquidity for the founder of a fintech company and structured to create £18m in exit efficiency.
Multi-million IP deal.
Introduced $5.6b group to a data intelligence venture to license their engine for a multi-million-pound deal.
Our
Approach.
One: Raise Capital
without Dilution.
Access a range of different
funding options including
rapid access to debt - without
dilution.
One: Raise Capital
without Dilution.
Access a range of different funding options including rapid access to debt - without dilution.
Two: Minimise Tax.
Minimise Risk.
Structure your business to
maximise the value of your
IP/assets and minimise tax.
Two: Minimise Tax.
Minimise Risk.
Structure your business to maximise the value of your IP/assets and minimise tax.
Three: Build your
Financial Platform.
Design your
financial/operational
infrastructure to maximise
efficiency and profit.
Three: Build your
Financial Platform.
Design your financial/operational infrastructure to maximise efficiency and profit.
Four: Reach your
Entire Market.
Optimise your core proposition
and deliver multi-channel
marketing to your TAM.
Four: Reach your
Entire Market.
Optimise your core proposition and deliver multi-channel marketing to your TAM.
Five: Scale Rapidly
through M&A.
Identify M&A opportunities to
drive exponential growth.
Five: Scale Rapidly
through M&A.
Identify M&A opportunities to drive exponential growth.
Six: Exit & Unlock
Financial Freedom.
Prepare for exit and unlock
the true value of your assets.
Six: Exit & Unlock
Financial Freedom.
Prepare for exit and unlock the true value of your assets.
Discover your potential exit value.
Find out what your business could really be worth 24-36 months from now and your options for exit.
Partners.
Trevor Stevenson-Platt
Partner
Shaun Walsh
Partner
Scott Geisinger
Partner
Associate Partners.
Imran Khalid
Private Clients & Strategic Management
Terry Mascarenhas
Wendy Marston
Equity & HNWIāS
Steve Long
Commercial Finance
Deri-Llewyn Davies
Board Advisor & Precision Strategist
Ian Hunter
Turnaround & Fundraising
Richard Mason
Corporate Finance
Nick Simmonds
Restructuring
Dale Williams, FCCA, LL.BĀ
LKPMG, E&Y Tax Professional
Jacob Meagher, PhD
Trusts & Estates Barrister
Qualifications and Strategic Partnerships.
Strategic Partnership
Private Finance
Ā
Corporate Advisory & Investment Firm who work with clients & partners over the long-term to create & realise shareholder value.
Strategic Partnership
Wealth Management
Ā
An award-winning firm that helps with planning & shaping financial futures by protecting, growing & managing wealth.
QualificationĀ
Certified ProfessionalĀ
Ā
Advisors who engage owners to build more valuable companies, have stronger personal financial plans, & align their personal goals (Trevor ā CEPA).
QualificationĀ
Professional Qualification
Ā
The ICAEW Chartered Accountant qualification, the ACA, isĀ one of the most advanced learning & professional developmentĀ programmesĀ available (Shaun ā BFP, FCA).
Office number:
+44 115 948 0115