View Case Study: Forecasting & Modelling

Case Study: Forecasting & Modelling

Background An international Oil + Gas operator did not have sufficient resources to meet its payment obligations under a capex contract. Challenge The Oil + Gas operator did not have sufficient liquidity from its bondholders and shareholders.  In addition, the bonds provided only medium-term finance, which was inappropriate for a long-term asset. Solutions Mike prepared…

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View Case Study: Monitoring Business Performance

Case Study: Monitoring Business Performance

Background A syndicate of banks and insurers had participated in an unsecured facility to a clothing and textiles manufacturer. Challenge The manufacturer was unfamiliar with international debt markets, and did not appreciate the process of dealing with poor operating performance.  It had experienced some issues with its operating performance and unsold stock due to unseasonal…

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View Case Study: Project Management

Case Study: Project Management

Background An international telecom company required finance to acquire a portfolio of assets. Challenge A client required urgent finance from a disparate group of lenders and financial investors. Solutions Mike prepared a project plan using Microsoft Project to organise activities required to implement a large international financial transaction within deadline set by the client.  The…

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View Case Study: Mineral Exploration

Case Study: Mineral Exploration

Sector: Mineral Exploration Background A start-up mineral exploration company with licences in Brazil and Peru needed financial help in managing cash-flow, producing management and statutory account and managing a float on AIM from the finance side. Problem The company had few financial resources, the CEO was running the exploration projects both in the field and…

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View Case Study: Finance Transformation

Case Study: Finance Transformation

Sector: Trade Association representing foundations with assets under investment exceeding £2 billion Concern: Following a strategic review carried out by an independent body, and the continued growth and development of the Association, the Board had become increasingly concerned that it was not receiving financial information that was sufficient to enable it to make properly informed…

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View Case Study: Business Plan

Case Study: Business Plan

Sector: Technology/distribution Concern: A recent start-up lacked financial management at a critical period as activity was beginning to ramp up. The plan had been allowed to drift from the original proposal, with unintended consequences. The investors were anxious to bring increased discipline and rigour to the process through a revised Business Plan and the implementation…

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View Case Study: Cash-flow

Case Study: Cash-flow

Sector: Technology/distribution Concern: A recent start-up lacked financial management at a critical period just prior to a major product launch. The business model had been allowed to drift, and there were concerns that available funding would no longer be adequate to support the manufacturing and inventory requirements. The management and investors urgently needed to understand…

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View Case Study: Business Turnaround

Case Study: Business Turnaround

Sector: Provider of Outreach Services to Local Authorities. Concern: Government expenditure constraints coupled with changes to the welfare services model for disabled children meant that it had become increasingly difficult for this provider of Short Breaks and Care Plans to local authorities to continue to meet their contractual requirements. They were also concerned that due…

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View Case Study: Sales Promotion/Integrated marketing agency

Case Study: Sales Promotion/Integrated marketing agency

Sector: Sales Promotion/Integrated marketing agency Concern: After the acquisition of the company by a US based entrepreneur – the shareholders and Board wanted to relocate the current Head Office to London, as well as expand and open offices in Europe , whilst maintaining bottom line profits across the Group. The business also wanted to review…

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