Strategic advisory

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

Drawing on the decades of experience within our team, we provide relevant, insightful and confidential strategic advice to business owners and their boards – often outside of the context of any transaction.

Meeting your needs


Our team of senior professionals provides unbiased advice, 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.


As an independent corporate adviser, we deliver impartial, uncompromised solutions, structures and processes, drawing on the cumulative experience and expertise of our team.


We provide a joined-up service, enabling you to transition seamlessly between development and implementation of strategy.


Many of our team serve on the boards of a range of companies. We therefore understand the challenges you face as a board director and can offer practical and relevant insight to help address these.

How we can help

  • Development of strategy: Helping boards and management teams to devise and critically appraise business strategy.
  • Strategic advice: Providing a different perspective to addressing strategic challenges, which often leads to innovative and bespoke solutions.
  • Transactions: Assisting boards and management teams with transactions arising from strategic advice including fundraising, mergers and acquisitions, business sales, management buy-outs and management buy-ins. Specific services may include business planning, financial forecasting, business valuations, management and board structures, and fundraising options.

Our credentials

Deal room

Contact us

Philip Moody profile image
Philip Moody

Director Bristol +44 (0)117 376 2111

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