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Industries we serve

Customised to the way each industry makes and loses money.

We provide customised solutions to the challenges of each industry. From hospitality to high-growth start-ups, our expertise is built to deliver measurable impact and lasting value. Click a spoke for the summary, or read on for the detail.

Industries we serve
SMEs and owner-managed businesses
  • Monthly management accounts
  • Budgets and rolling forecasts
  • Funding readiness
  • Automated reporting

Industries: Growing and mature businesses across services, retail, manufacturing and technology

Corporate finance advisory

  1. Monthly budgeting and forecasting
  2. Bespoke financial modelling
  3. Fund raising
  4. Accounting and reporting

Technology advisory

  1. Workflow automation for month-end and reporting
  2. CRMs and internal tools built for the business
  3. Data pipelines and dashboards
  4. Systems maintenance and support
Read the full section
Hospitality
  • Refinancing and debt restructuring
  • Fund raising for renovation and expansion
  • Occupancy and cash-flow modelling
  • Valuations for transactions

Industries: Hotels, resorts, restaurant groups, tourism operators

Corporate finance advisory

  1. Debt restructuring and refinancing
  2. Fund raising
  3. Bespoke financial modelling
  4. Monthly budgeting and forecasting
  5. Valuations

Technology advisory

  1. Occupancy and cash dashboards updated daily
  2. Workflow automation for revenue, payroll and supplier reporting
  3. Systems improvement across property and accounting systems
Read the full section
Real estate and construction
  • Development and investment appraisals
  • Acquisition, construction and refinancing debt
  • Integrated fund models
  • Sale-and-leaseback and disposal analysis

Industries: Retail and shopping centres, hotels, housing, offices, data centres, contractors

Corporate finance advisory

  1. Bespoke financial modelling
  2. Fund raising
  3. Debt restructuring and refinancing
  4. Valuations
  5. Due diligence
  6. Deals

Technology advisory

  1. Development and fund models as applications
  2. Data pipelines and dashboards across assets and projects
  3. Workflow automation for lender and investor reporting
Read the full section
Leasing and asset finance
  • Portfolio cash-flow and residual-value models
  • Funding line and securitisation support
  • Credit risk and expected-loss models
  • IFRS 16 and lessor accounting

Industries: Vehicle and equipment leasing, fleet, aviation and specialist asset finance

Corporate finance advisory

  1. Bespoke financial modelling
  2. Risk management
  3. Accounting and reporting
  4. Fund raising

Technology advisory

  1. Portfolio data pipelines and covenant dashboards
  2. Pricing, residual-value and expected-loss applications
  3. Compliance and AML tooling for onboarding
  4. Data security and privacy for customer data
Read the full section
Home care and nursing homes
  • Occupancy, staffing and fee-rate models
  • Acquisition and development funding
  • Valuations for transactions and refinancing
  • Regulatory-ready reporting

Industries: Nursing homes, home-care agencies, assisted living, healthcare groups

Corporate finance advisory

  1. Bespoke financial modelling
  2. Fund raising
  3. Valuations
  4. Due diligence
  5. Monthly budgeting and forecasting
  6. Debt restructuring and refinancing

Technology advisory

  1. Occupancy, staffing and fee dashboards
  2. Workflow automation for billing, payroll and regulatory reporting
  3. Compliance tooling and data security for resident and patient data
Read the full section
Funds and investors
  • Deal screening and diligence agents
  • NAV, investor and portfolio reporting automation
  • Covenant monitoring and early-warning tools
  • Fund, LBO and recovery models

Industries: Asset managers, private equity, private credit, real estate and infrastructure funds

Corporate finance advisory

  1. Financial modelling
  2. Valuations
  3. Due diligence
  4. Risk management
  5. Debt restructuring and refinancing

Technology advisory

  1. AI agents for screening, diligence and covenant monitoring
  2. NAV, investor and portfolio reporting automation
  3. Data pipelines and dashboards
  4. Compliance and AML tools
Read the full section
Technology and start-ups
  • MVP build for start-ups
  • Investor-ready financial models
  • Start-up valuations (AICPA, 409A-style)
  • Fund-raising support and data rooms

Industries: SaaS, fintech, marketplaces, deep tech, venture-backed start-ups

Corporate finance advisory

  1. Bespoke financial modelling
  2. Valuations
  3. Fund raising
  4. Deals
  5. Due diligence
  6. Monthly budgeting and forecasting

Technology advisory

  1. MVPs built and shipped for start-ups
  2. Investor and board reporting dashboards
  3. Finance applications and internal tools
  4. Finance transformation as the company scales
Read the full section
Manufacturing, retail and pharma
  • Capital allocation and expansion models
  • Working-capital and refinancing solutions
  • Valuations for licensing, M&A and exits
  • Budgeting across sites and channels

Industries: Manufacturing, automotive, electronics, chemicals, retail and e-commerce, pharmaceuticals

Corporate finance advisory

  1. Bespoke financial modelling
  2. Debt restructuring and refinancing
  3. Valuations
  4. Monthly budgeting and forecasting
  5. Due diligence

Technology advisory

  1. Finance transformation and ERP improvement
  2. Workflow automation for close, costing and reporting
  3. Data pipelines and dashboards across sites and channels
Read the full section

Industries we serve

SMEs and owner-managed businesses

  • Monthly management accounts
  • Budgets and rolling forecasts
  • Funding readiness
  • Automated reporting

IndustriesGrowing and mature businesses across services, retail, manufacturing and technology

Corporate finance advisory

  1. Monthly budgeting and forecasting
  2. Bespoke financial modelling
  3. Fund raising
  4. Accounting and reporting

Technology advisory

  1. Workflow automation for month-end and reporting
  2. CRMs and internal tools built for the business
  3. Data pipelines and dashboards
  4. Systems maintenance and support
Read the full sectionTalk to us about small business

Industries we serve

Hospitality

  • Refinancing and debt restructuring
  • Fund raising for renovation and expansion
  • Occupancy and cash-flow modelling
  • Valuations for transactions

IndustriesHotels, resorts, restaurant groups, tourism operators

Corporate finance advisory

  1. Debt restructuring and refinancing
  2. Fund raising
  3. Bespoke financial modelling
  4. Monthly budgeting and forecasting
  5. Valuations

Technology advisory

  1. Occupancy and cash dashboards updated daily
  2. Workflow automation for revenue, payroll and supplier reporting
  3. Systems improvement across property and accounting systems
Read the full sectionTalk to us about hospitality

Industries we serve

Real estate and construction

  • Development and investment appraisals
  • Acquisition, construction and refinancing debt
  • Integrated fund models
  • Sale-and-leaseback and disposal analysis

IndustriesRetail and shopping centres, hotels, housing, offices, data centres, contractors

Corporate finance advisory

  1. Bespoke financial modelling
  2. Fund raising
  3. Debt restructuring and refinancing
  4. Valuations
  5. Due diligence
  6. Deals

Technology advisory

  1. Development and fund models as applications
  2. Data pipelines and dashboards across assets and projects
  3. Workflow automation for lender and investor reporting
Read the full sectionTalk to us about real estate

Industries we serve

Leasing and asset finance

  • Portfolio cash-flow and residual-value models
  • Funding line and securitisation support
  • Credit risk and expected-loss models
  • IFRS 16 and lessor accounting

IndustriesVehicle and equipment leasing, fleet, aviation and specialist asset finance

Corporate finance advisory

  1. Bespoke financial modelling
  2. Risk management
  3. Accounting and reporting
  4. Fund raising

Technology advisory

  1. Portfolio data pipelines and covenant dashboards
  2. Pricing, residual-value and expected-loss applications
  3. Compliance and AML tooling for onboarding
  4. Data security and privacy for customer data
Read the full sectionTalk to us about leasing

Industries we serve

Home care and nursing homes

  • Occupancy, staffing and fee-rate models
  • Acquisition and development funding
  • Valuations for transactions and refinancing
  • Regulatory-ready reporting

IndustriesNursing homes, home-care agencies, assisted living, healthcare groups

Corporate finance advisory

  1. Bespoke financial modelling
  2. Fund raising
  3. Valuations
  4. Due diligence
  5. Monthly budgeting and forecasting
  6. Debt restructuring and refinancing

Technology advisory

  1. Occupancy, staffing and fee dashboards
  2. Workflow automation for billing, payroll and regulatory reporting
  3. Compliance tooling and data security for resident and patient data
Read the full sectionTalk to us about home care

Industries we serve

Funds and investors

  • Deal screening and diligence agents
  • NAV, investor and portfolio reporting automation
  • Covenant monitoring and early-warning tools
  • Fund, LBO and recovery models

IndustriesAsset managers, private equity, private credit, real estate and infrastructure funds

Corporate finance advisory

  1. Financial modelling
  2. Valuations
  3. Due diligence
  4. Risk management
  5. Debt restructuring and refinancing

Technology advisory

  1. AI agents for screening, diligence and covenant monitoring
  2. NAV, investor and portfolio reporting automation
  3. Data pipelines and dashboards
  4. Compliance and AML tools
Read the full sectionTalk to us about funds

Industries we serve

Technology and start-ups

  • MVP build for start-ups
  • Investor-ready financial models
  • Start-up valuations (AICPA, 409A-style)
  • Fund-raising support and data rooms

IndustriesSaaS, fintech, marketplaces, deep tech, venture-backed start-ups

Corporate finance advisory

  1. Bespoke financial modelling
  2. Valuations
  3. Fund raising
  4. Deals
  5. Due diligence
  6. Monthly budgeting and forecasting

Technology advisory

  1. MVPs built and shipped for start-ups
  2. Investor and board reporting dashboards
  3. Finance applications and internal tools
  4. Finance transformation as the company scales
Read the full sectionTalk to us about technology

Industries we serve

Manufacturing, retail and pharma

  • Capital allocation and expansion models
  • Working-capital and refinancing solutions
  • Valuations for licensing, M&A and exits
  • Budgeting across sites and channels

IndustriesManufacturing, automotive, electronics, chemicals, retail and e-commerce, pharmaceuticals

Corporate finance advisory

  1. Bespoke financial modelling
  2. Debt restructuring and refinancing
  3. Valuations
  4. Monthly budgeting and forecasting
  5. Due diligence

Technology advisory

  1. Finance transformation and ERP improvement
  2. Workflow automation for close, costing and reporting
  3. Data pipelines and dashboards across sites and channels
Read the full sectionTalk to us about manufacturing

SMEs and owner-managed businesses

A finance function without the overhead of one

  • Monthly management accounts
  • Budgets and rolling forecasts
  • Funding readiness
  • Automated reporting

Most small and medium-sized businesses reach a point where the bookkeeper is not enough and a full-time finance director is not yet affordable. Decisions about pricing, hiring, borrowing and expansion get made on instinct because the numbers arrive late or not at all.

We take ownership of monthly budgeting, forecasting and management reporting, build the models behind funding applications and investor conversations, and automate the reporting so it arrives on time every month without a person assembling it.

Corporate finance advisory: Monthly budgeting and forecasting · Bespoke financial modelling · Fund raising · Accounting and reporting

Technology advisory: Workflow automation for month-end and reporting · CRMs and internal tools built for the business · Data pipelines and dashboards · Systems maintenance and support

Talk to us about smes and owner-managed businesses

Hospitality

Hotels, restaurants and tourism

  • Refinancing and debt restructuring
  • Fund raising for renovation and expansion
  • Occupancy and cash-flow modelling
  • Valuations for transactions

The hospitality sector faces significant financial strain during economic downturns, pandemics and seasonal demand swings. High fixed costs, fluctuating occupancy and over-leveraging can severely affect liquidity and profitability. We offer tailored refinancing solutions to restructure debt, optimise interest obligations and improve cash-flow management during challenging periods.

We also liaise with investors and stakeholders on fund raising and capital structuring, so hotels, resorts and restaurant chains secure the right capital on the right terms for renovations, expansions or acquisitions. Our financial modelling, budgeting and valuation work supports decision-making and gives investors confidence during negotiations and transactions.

Corporate finance advisory: Debt restructuring and refinancing · Fund raising · Bespoke financial modelling · Monthly budgeting and forecasting · Valuations

Technology advisory: Occupancy and cash dashboards updated daily · Workflow automation for revenue, payroll and supplier reporting · Systems improvement across property and accounting systems

Talk to us about hospitality

Real estate and construction

Developers, landlords, contractors and property funds

  • Development and investment appraisals
  • Acquisition, construction and refinancing debt
  • Integrated fund models
  • Sale-and-leaseback and disposal analysis

Real estate companies face high capital requirements, market volatility, cyclical downturns and tightening credit. Retail assets contend with declining footfall, offices with remote working, housing developers with fluctuating demand, and data centres with the capital intensity of development and maintenance. Construction companies add cyclical downturns, rising input costs, delayed payments and project overruns.

Our refinancing and restructuring work helps companies optimise their debt profiles, manage interest-rate risk and improve cash flow. We build integrated financial models and carry out valuations for asset disposals, M&A and sale-and-leaseback arrangements, and our due diligence protects stakeholders and makes projections credible in negotiations.

Corporate finance advisory: Bespoke financial modelling · Fund raising · Debt restructuring and refinancing · Valuations · Due diligence · Deals

Technology advisory: Development and fund models as applications · Data pipelines and dashboards across assets and projects · Workflow automation for lender and investor reporting

Talk to us about real estate and construction

Leasing and asset finance

Lessors, asset-finance providers and fleet operators

  • Portfolio cash-flow and residual-value models
  • Funding line and securitisation support
  • Credit risk and expected-loss models
  • IFRS 16 and lessor accounting

A leasing business is a portfolio of contracts, each with its own cash flows, residual-value assumptions and credit exposure. Growth depends on funding lines that lenders will only extend against a portfolio they can see clearly.

We build the portfolio models that lenders and rating agencies expect, the expected-loss and residual-value models that drive pricing, and the reporting pipelines that keep covenants, concentrations and arrears visible every month. Where the accounting is complex (IFRS 16, lessor classification, securitisation) we handle that too.

Corporate finance advisory: Bespoke financial modelling · Risk management · Accounting and reporting · Fund raising

Technology advisory: Portfolio data pipelines and covenant dashboards · Pricing, residual-value and expected-loss applications · Compliance and AML tooling for onboarding · Data security and privacy for customer data

Talk to us about leasing and asset finance

Home care and nursing homes

Care providers, nursing home groups and their investors

  • Occupancy, staffing and fee-rate models
  • Acquisition and development funding
  • Valuations for transactions and refinancing
  • Regulatory-ready reporting

Care businesses run on tight margins set by occupancy, staffing ratios and fee rates that are often outside their control. Growth usually means acquiring or building capacity, which needs funding, and funding needs a model that lenders and investors trust.

We build occupancy and staffing models that hold up to lender scrutiny, support acquisitions and refinancing with valuations and due diligence, and put in place monthly reporting that shows management and investors the same numbers. Healthcare organisations also face growing regulatory scrutiny; our reporting is built to satisfy it.

Corporate finance advisory: Bespoke financial modelling · Fund raising · Valuations · Due diligence · Monthly budgeting and forecasting · Debt restructuring and refinancing

Technology advisory: Occupancy, staffing and fee dashboards · Workflow automation for billing, payroll and regulatory reporting · Compliance tooling and data security for resident and patient data

Talk to us about home care and nursing homes

Funds and investors

Asset managers, private equity and private credit

  • Deal screening and diligence agents
  • NAV, investor and portfolio reporting automation
  • Covenant monitoring and early-warning tools
  • Fund, LBO and recovery models

Funds face the same bottlenecks in every cycle: collecting data from administrators and portfolio companies, reconciling it, and assembling reports by hand the week before a deadline. Deal teams are limited by how many opportunities the analysts can properly work.

We pair transaction and credit experience with AI agents, automation and finance applications built for how a fund actually operates. Every output is traceable to its source, and qualified people sign off before anything reaches an investor.

Corporate finance advisory: Financial modelling · Valuations · Due diligence · Risk management · Debt restructuring and refinancing

Technology advisory: AI agents for screening, diligence and covenant monitoring · NAV, investor and portfolio reporting automation · Data pipelines and dashboards · Compliance and AML tools

Talk to us about funds and investors

Technology and start-ups

High-growth companies raising and scaling

  • MVP build for start-ups
  • Investor-ready financial models
  • Start-up valuations (AICPA, 409A-style)
  • Fund-raising support and data rooms

Technology companies live through rapid innovation cycles, heavy R&D spending, funding rounds and valuation complexity. Start-ups face the added pressure of securing funding, proving scalability and managing cash while the market moves under them.

Our financial models support product planning, scalability and investor negotiations; our valuations, prepared under AICPA guidance where needed, give funding rounds and equity compensation a defensible basis; and our fund-raising support and due diligence get founders ready for the questions investors will ask.

Corporate finance advisory: Bespoke financial modelling · Valuations · Fund raising · Deals · Due diligence · Monthly budgeting and forecasting

Technology advisory: MVPs built and shipped for start-ups · Investor and board reporting dashboards · Finance applications and internal tools · Finance transformation as the company scales

Talk to us about technology and start-ups

Manufacturing, retail and pharma

Capital-intensive and margin-sensitive businesses

  • Capital allocation and expansion models
  • Working-capital and refinancing solutions
  • Valuations for licensing, M&A and exits
  • Budgeting across sites and channels

Manufacturers face intense competition, rising input costs, supply-chain disruption and heavy capital expenditure on facilities and automation. Retailers manage inventory, changing consumer behaviour and high operating costs across stores and online. Pharmaceutical companies carry high R&D costs, patent expiries and compliance complexity.

We provide financial modelling, budgeting, valuation and restructuring work that optimises capital allocation and resilience: securing debt or equity for expansion, refinancing existing liabilities, valuing licensing deals and acquisitions, and de-risking partnerships through due diligence.

Corporate finance advisory: Bespoke financial modelling · Debt restructuring and refinancing · Valuations · Monthly budgeting and forecasting · Due diligence

Technology advisory: Finance transformation and ERP improvement · Workflow automation for close, costing and reporting · Data pipelines and dashboards across sites and channels

Talk to us about manufacturing, retail and pharma

Start with one conversation.

Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.

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