Lead advisory support

Getting the right support.

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Growing your business is an ongoing process, not a one-off project. In today’s climate, running a successful business requires solid planning and the timely execution of strategic initiatives.

Whether you’re looking to change the direction of the business, make an acquisition, disposal, merger or raise capital, the decision process can be complex to make. Without the right support and insight alongside you, every step can be a challenge. As an independent corporate finance adviser, we deliver impartial, uncompromised solutions, structures and processes, drawing on the cumulative experience and expertise of our team. Supported by sector expertise and dedication to our field, you can turn strategy into action. We help guide management teams, carefully, through the ever-expanding range of potential solutions on offer.

Many of our team serve or have served on the boards of companies. We therefore understand the challenges you face as a board director and can offer practical and relevant insight to help address these. Our advice is clear and unbiased, underpinned by years of transactional experience and a passion for creating innovative solutions to meet your needs. This has resulted in a strong track record of repeat business.

Alongside our advice, our clients also benefit from the broad range of services Evelyn Partners can provide to support them through the process – from financial modelling through debt advisory to tax advice. Its important for every growing business to be able to have visibility of longer term ambitions and objectives free from the distractions of day-to-day operational demands.

How we can help

  • Development of strategy: helping shareholders and management assess and implement their key growth, value creation and realisation options
  • Impartial advice: providing a different perspective to addressing business challenges, which often leads to collaborating on innovative and bespoke solutions
  • Assessing alternative financing solutions: to deliver pivotal objectives
  • Creating value through transactional activity: assisting boards and management teams with processes such as fundraising, acquisitions, business sales and succession planning. Specific services may also include building a business plan, financial forecasting, benchmarking against peers, valuations and implementing management and board incentives