Our team can assist you greatly in this process by firstly clarifying and distilling your message, and helping you to present it to a financial audience. Once the groundwork is complete we can then approach our extensive network of investors with a clear plan and make the appropriate introductions. We will then guide you through the process to completion.
However, unlike most financial advisors our service does not end there. By maintaining close contact with both parties we can optimise the benefits of the relationship and help to ensure continuing funding in the future. We are here to help you to grow your business, not just for a transaction.

Services include:

Private Companies

  • Business model review
  • Guiding managers and company boards over the range of funding options
  • Connections to potential corporate advisers and NEDs
  • Developing targeted corporate presentations – pitch assessment
  • Training and rehearsing presentation team
  • Access to strategic investors and finance providers
  • Transaction support


Entry into the public markets can be a daunting prospect and there are numerous examples of companies that made early mistakes which proved costly for years to come. Investors tend to have long memories and taking the right steps form the beginning can make a huge difference in how your company is valued.

  • Pre-IPO advice – including a detailed assessment of your readiness for public investor scrutiny
  • In-house team training – dealing with public market investors, do’s and dont’s
  • Investor relations information – providing timely information in the right way
  • Investor soundings – access to the investor feedback before going public