i.
Finance
Mandates where the finance function itself is the question — its numbers, its cash, or its leadership.
Typically when
- The company has outgrown its bookkeeping, but not yet a full-time CFO.
- The numbers exist, but nobody trusts them.
- It is profitable on paper and tight at the bank.
CFO services · Reporting · Liquidity · Stakeholder management
ii.
Transactions
Buy-side and sell-side work, from first assessment through to the months after signing.
Typically when
- A succession or exit is on the horizon.
- An offer has arrived and needs testing.
- An acquisition has closed and integration has stalled.
M&A advisory · Valuation · Due diligence · Post-merger integration
iii.
Transitions
Periods where a business needs someone in the seat, or needs to work differently than it does today.
Typically when
- The finance lead has left, and the seat cannot stay empty.
- A financing partner has asked for a concept.
- Consolidation still happens in Excel.
Interim management · Restructuring · Process and organisation · Finance systems