Deal Advisory
Independent deal advisory for founders and investors seeking to navigate complex decisions with clarity and confidence.
- Buy Side M&A
- Business Valuation
- Exit Planning & Readiness
- Financial Modelling
- Financial Due Diligence
- Startup Advisory
Deal Advisory Services
We provide ad-hoc deal and strategic advisory to business owners facing important financial and corporate decisions, whether or not a transaction is imminent. Our work commonly supports exit planning, business valuation, financial due diligence, and startup or growth-stage advisory.
Our leadership team remains closely involved in every engagement, bringing experience from institutional advisory, strategy, and transaction environments. Our role is to help founders assess options clearly, manage complexity, and make well-informed decisions that protect long-term value, ownership objectives, and future flexibility.
Who Is This For?
We support founders and businesses considering a sale or strategic transaction, including:
Exit planning & readiness assessment
Where founders prepare the business for a potential sale or transaction.
Business valuation for deals
Where valuation guidance is needed, including reviewing financial models and comparable deals.
Financial due diligence for deals
Where financial performance and risks are assessed to support informed transaction decisions.
Startup advisory for capital raise
Where early-stage businesses prepare for investor engagement and fundraising.
Our Deal Advisory Services
Support acquisitions through strategic assessment, target evaluation, and transaction advisory.
Provide objective valuation perspectives to support strategic, shareholder, or transaction decisions.
Advise founders in preparing for an exit through structured planning, readiness assessment, and value optimisation.
Develop financial models to assess performance, support decision-making, and evaluate growth scenarios.
Analyse financial information to identify key risks, issues, and value drivers in a transaction.
Support early-stage founders prepare for fundraising and make informed capital decisions.
Frequently Asked Questions
1. What are deal advisory services?
Deal advisory services are specialised consulting services where advisors provide professional guidance to businesses throughout the deal process, including valuation, due diligence, deal structuring, negotiations, and transaction execution, helping businesses make informed decisions and achieve favourable outcomes.
2. When should I engage a deal advisor?
It is best to engage a deal advisor early in the transaction process, especially when you are considering selling your business, acquiring another company, or raising capital. Early involvement allows advisors to help with strategy, valuation, preparation, and deal structuring to achieve better outcomes.
3. Why is a business valuation important before a transaction?
A business valuation helps determine the fair market value of a company before a sale, merger, or investment. It provides business owners and investors with a clear understanding of the company’s worth, which supports pricing decisions, negotiations, and deal structuring.
4. What is financial modelling in deal advisory?
Financial modelling involves creating financial projections to evaluate a company’s performance and future potential. In deal advisory, it is used to support valuation, investment analysis, and transaction planning, helping stakeholders make informed decisions.
5. What is a Letter of Intent (LOI) in a business deal?
A Letter of Intent (LOI) is a preliminary agreement between a buyer and seller that outlines the key terms of a proposed transaction, such as the purchase price, deal structure, and timeline. This letter of intent is made before definitive legal agreements are put into place. While it is usually non-binding, it sets the framework for due diligence and negotiations.
6. Do your deal advisory services support capital raising and fundraising?
Yes, our deal advisory services include capital raising and fundraising support, particularly for startups and SMEs. We help identify suitable investors, prepare investment materials, structure the funding deal, and manage negotiations to secure equity or debt financing.
7. What is exit planning?
Exit planning is the process of preparing a business owner to transition or sell their business in a structured and strategic way. It involves evaluating the company’s value, identifying potential buyers or successors, and creating a plan to maximise the business’s value before a sale or ownership transfer.
Approach Your Next Transaction With Clarity
Speak with experienced advisors for a confidential discussion.