Corporate finance and value creation for the US market

Both. We help grow the value of the business and run the finance function day to day (reporting, forecasting, KPIs, investor relations), and we lead the financing, sale or acquisition when the moment comes.

The US buyer pool is broader than most owners expect. Strategic acquirers and private equity platforms building through add-on acquisitions are the most common, but search funds, independent sponsors and family offices are active well below the deal sizes the large investment banks cover. The right process depends on which of those groups your company fits. We map the realistic buyer universe before going to market, so the outreach is targeted rather than a broadcast, and we run the process through to close.

In the US mid-market, most institutional buyers and investors will commission one, so it pays to know what it will find before they do. We prepare companies for that scrutiny: normalising the accounts, explaining unusual and non-recurring items, and tightening the revenue recognition and customer concentration story so diligence confirms your numbers instead of reopening the price. Where a sell-side quality of earnings review makes sense, we help you scope and manage it alongside the process.

SBA-backed lending works at the smaller end, but it comes with size limits, personal guarantees and process. Above that, US companies choose between commercial banks, non-bank lenders and private credit funds, each with different appetite for leverage, covenants and speed. The right answer depends on your cash flow profile and what the money is for. We help you understand realistic capacity, prepare the model and lender materials, and run the process with the lenders that actually fit.

Just a sense of what you're trying to achieve. Everything else, from accounts to forecasts to investor materials, can follow once we know where you're headed. Don't wait until things feel ready; early conversations are usually the most valuable ones.