The foundation
Corporate Finance & Portfolio Advisory
We help companies put their capital to work and keep more of what they earn. That means building investment portfolios matched to the business, and restructuring the cost base so revenue turns into profit, with particular depth in industrial and engineering companies.
- Portfolio structuring
- Asset allocation designed around your liquidity needs, risk appetite and return targets, not a generic model.
- Cost and margin optimisation
- A line-by-line review of operating costs, supplier contracts and overheads to find savings that hold up over time.
- Cash flow and treasury planning
- Forecasting and working-capital planning so cash is available when the business needs it, and invested when it doesn’t.
- Performance reporting
- Clear, regular reporting against the targets we agree at the start, so you always know where things stand.