View Case Study: Start-up Investment Bank

Case Study: Start-up Investment Bank

Background: Start-up business had successfully raised enough capital to start trading as a start-up investment bank in a new jurisdiction, although other parts of the group have been operating for a little under 2 years. Financials were required for regulatory license approval in addition to an updated business plan, 5 year financial projections, capital planning,…

Read More


View Case Study: Business Turnaround

Case Study: Business Turnaround

Background: The business had been relying on internal accountants/bookkeepers to provide the compliance and the managing director took his eye off the ball as he was away from the office most of the time due to family illness. The organisation had multiple sites for distribution in Ireland which had a limited financial budget. Weak finance…

Read More


View Case Study: Scaling Up

Case Study: Scaling Up

Sector: Online Gaming Concern: The business had reached a strategic inflection point and the owner recognised the need to decide if he should continue to run the company as a life-style business, or embark on a scaling-up project in order to build the business, and possibly prepare for an exit over the next 4-5 years….

Read More


View Case Study: Improving Race Meeting Profitability

Case Study: Improving Race Meeting Profitability

  Sector:Motorsport Venue Background: The company had a number of revenue streams including the hire of the circuit to race clubs.  Although a core activity this was proving to be one of the least profitable income streams and the Board were considering discontinuing the activity. In favour of more profitable income streams Challenge: The challenge…

Read More


View Case Study: Cinema advertising – business plan development and exit strategy

Case Study: Cinema advertising – business plan development and exit strategy

  The company was the leading provider of cinema advertising in the UK and Ireland had revenue in excess of £70 million and employed about 200 people. The group provided cinema advertising reels to the major cinema exhibitors and also distributed marketing collateral. Background: The company was a subsidiary of a major FTSE 100 communications…

Read More


View Case Study: First-time FD for a growing software company

Case Study: First-time FD for a growing software company

Sector : Online Gaming Background: The company had just completed a significant equity raise to fund a pivot from games making to building a platform for distribution of games. The investors required a finance person to free up the time of the MD, implement appropriate financial processes, improve the quality of management information and external…

Read More


View Case Study: Business Improvement and Creating an Exit

Case Study: Business Improvement and Creating an Exit

Background: The company was a third generation family business manufacturing and distributing sportswear garments from its premises in Yorkshire. The business was quite profitable but had no concept of financial controls and financial reporting. There were no management accounts and no ability to understand where the profitability lay. Underlying this was also the two brothers…

Read More


View Case Study: Venture Capital investment in E-Commerce Start-Up

Case Study: Venture Capital investment in E-Commerce Start-Up

BACKGROUND In late March 2016 EFM were approached by a UK based venture capital group. The VC had made a six figure start up investment in an E-Commerce business in 2015 with an agreed first stage financing level and timescale to launch online trading. THE CHALLENGE By March 2016 it had become clear that progress…

Read More


View Case Study: Client Funding, Haulage & Logistics

Case Study: Client Funding, Haulage & Logistics

Background: The business is a successful leading North Wales Haulage company, a member of a leading pallet network. In 2013, the business was becoming increasingly concerned about its lack of knowledge regarding its commercial performance and frustrated that it could not offer a warehousing solution to its customers due to limitations with its existing site….

Read More


  1. Pages:
  2. 1
  3. 2
  4. 3
  5. ...
  6. 9