About Us

Swan Partners work to improve clarity of financial and commercial information. We increase the certainty of deal execution and enhance value throughout the business lifecycle.

We work hand in hand with management teams, preparing historic and forecast financial information. We support management teams with: stakeholder and project management; historic information preparation; commercial analysis and interpretation; accounting policies and completion accounts; operational modelling, board reporting and KPI development, medium and short term financial modelling, scenario analysis and business plan development.

We provide insightful commercial and financial information, be that historic e.g. KPIs and Board Packs or forward looking e.g. driver based integrated Profit & Loss, Balance Sheet and Cash flow forecast models.

The Swan Partners team have an average of 14 years experience from both advisory and corporate backgrounds. We have worked across a variety of sectors on over 450 transactions and special projects for a range of small, midcap, listed, PE backed corporate and public sector bodies with aggregate deal value of c.£21bn. As former advisors and reporting accountants, we understand both the information required to be produced as well as how it will be used, and its likely interpretation. We are used to operating at Board level, as well as for their direct reports, and are also familiar with the outputs required for this audience. Typically we work as part of the management team, in small teams to provide “sleeves rolled up” support.

Why we’re different:

  • Small flexible teams of experienced professionals
  • Working side by side with management as doers not advisors
  • Understanding the requirements of advisors and constraints in the business
  • Sole duty of care to management
  • Common sense approach, commercial and pragmatic
  • Not lead advisors or due diligence providers