Advisors
We regularly work in partnership with advisors to deliver deal certainty while maximising the exit multiple, helping to realise value in ambitious businesses.
We ensure equity stories are as compelling and data-rich as possible, bringing clarity and transparency to financial and commercial information – backed by robust datapacks, forecast models and commercial analysis.
We are commercial accountants who have the insight and expertise to work seamlessly alongside advisors, ensuring their clients are given the best possible support to realise value.
Experience
We have worked with a number of advisors to provide certainty to deals and realise value for their clients.
Client stories
The Swan Partners team were introduced by their PE owner, Inflexion to support the Company to develop a...
Business Services
Preparing High-Growth Buy and Build Platform for a refinancing
We worked alongside the management team of a professional services firm to build a robust, insight-driven financial forecast...
Financial Services
Forecasting for value: Supporting a multi-service firm through sale preparation
Following a Private Equity investment and the arrival of a new CFO, Swan Partners was engaged to assess...
Industry & Natural Resources
Enhancing finance function capability post-investment
Swan Partners worked with the finance team to address challenges and issues with the existing Month End Close...
Financial Services
Ensuring effective sustainable and robust finance processes
Summary for CFOs We supported the finance team of an innovative tech business in preparing for a successful...
TMT
Realising Value – Supporting a Tech Business Through Listing and Beyond
Following a public-to-private transaction, we supported the finance team of a fast-growing, multi-entity group to transform its reporting...
Business Services, Construction & Property Services
Creating a Single Source of Truth – Standardising KPIs Across a Multi-Entity Group
