Here are some case studies of work performed:
Established financial control systems for a business planning an IPO
A startup business in the renewable energy sector needed the establishment of appropriate systems and controls to allow an IPO to take place. The financial control environment was established quickly, with the implementation of ERP systems to support the operation of the business during construction and subsequent operation of the plant
Customer Service
A distribution business in the biotech field was suffering from poor customer service. A key KPI was established and a MRP process was implemented resulting in a near 300% increase in service levels. The business grew by over 50% in the following year, with no additional staff employed.
Debt funding
Have successfully raised debt funding to support businesses through project finance, asset finance and corporate banking teams for a number on entities
Grant Funding
To assist in the creation of a project for the renewable energy sector an application was made for grant funding yielding a £2 million contribution
Successful exit of owner managed business
Took the lead in managing the exit of an owner managed business working directly with the merchant bank, operating the data room, taking part in negotiations and meetings with the buyer and execution of all associated legal documentation to execute the sale.
Participation in Government Consultations
Responded on behalf of a company in the renewable energy sector to sectoral consultations. These helped to bring about improvements in the regulatory environment for the sector to assist in its development and additionally deliver better value for taxpayers
Business Turnaround
A business operating in the chemical sector had suffered from a downturn in demand for some of its products, resulting in significant losses. An design and implementation of a new costing methodology created a platform for product rationalisation leading to better asset utilisation and in conjunction with an market review and appraisal of the selling price of key products following the re-costing additional business was gained an the business returned to significant profitability within 12 months.
Business relocation and subsequent trade sale
A chemical manufacturing business had suffered a marked deterioration in financial performance and was under pressure from banks. As interim FD provided the support to allow proper cash, budget and profit forecast reports to be offered, a consolidation of key activities on one site, aborted a planned systems implementation which would only cause disruption at a key time and identified significant capital losses that could be utilised to offset a gain on the sale of the head office. Information was also prepared to support sale of a key part of the business to a trade competitor.
Tax efficient investment platform
A new company operating in the automotive sector wanted to secure a tax efficient investment structure to create an optimal structure to attract seedcorn / business angel investors. An Enterprise Investment Scheme application was made resulting in a nil rate of tax on capital gains for qualifying investors. A number of successful fundraising rounds followed.
Negotiation of favourable international tax rates
With the assistance of external advisers in the appropriate countries, successfully negotiated for a tax structure to support additional expansion and investment into other countries