Description of What We Do
Corporate Transaction Management & Support: A Summary
There you are: the Board has just decided to attempt a transaction and you have been asked to make it happen. You may also be involved in the commercial negotiations and you almost certainly have a day job - whether Group Financial Director, Group Financial Controller, Company Secretary or something similar. Unless you work for a large corporation with a team dedicated to corporate transactions, this is probably where you resign yourself to several months of late nights, during which the business will suffer from the diversion of your attention. Now there is a better way. We offer a transaction management and support service, which makes the transaction process both less risky and more efficient.
The key to a successful transaction is access to people who know what they are doing. It is relatively easy to get advisers on technical matters and commercial strategy but much more difficult to find people who can manage the process and implement the solutions. Which is where we come in: James Hoddock has a solid background in Group Finance with particular expertise in managing and modelling corporate transactions on behalf of both quoted and private equity companies. He has worked on several major transactions including:
If you would like a more detailed description of these transactions then please visit the Case Studies section.
We aim to be your "chief of staff" i.e. to manage the process of a corporate transaction on your behalf so allowing you and your advisers to focus on and retain control over the technical and commercial solutions adopted. We complement your existing advisers by using our technical knowledge and experience across a wide range of corporate affairs to:
Our approach lends itself best to transactions where you are being proactive e.g. acquisitions, demergers, disposals, routine refinancings etc.. However, it is also relevant to more reactive situations, such as a bid defence where speed is essential.
Prior preparation and planning prevent poor performance.
Very few organisations can say they have everything ready to make a corporate transaction run smoothly and the sooner we are involved, the easier it will be for you. We would be very happy to perform a pre-transaction review to help identify what will be required.
Not just transactions!
There are other occasions when finance functions are under significant stress (such as when investors or lenders have commissioned a review by external accountants) where you might find our services useful.
Where additional support is required, we can provide a number of interim:
We are developing our own transaction management tools using MS Project and we have a library of spreadsheets both of which make managing corporate transactions more efficient.
There are a number of people who have seen us in action who are willing to act as referees and we should be happy to supply names and contact details at an appropriate point.