![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/Situation-graphic-e1605041494797-150x150.png)
Situation
Our client was a large PE backed business which required significant changes to its organisation and funding structure.
Swan Actions
- Developed the company business plan
- Worked with management to identify a new and efficient operating structure
- Bridged between the old and the new structure to ensure there was consistent financial information
- Designed and build a new forecast financial model that enabled a range of scenarios and sensitivities to be run
- Undertook adhoc analysis for management
- Attended and presented at bank and advisor meetings
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/Swan-Action-graphic-e1605041335445-150x150.png)
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/outcome-graphic-e1605041583693-150x150.png)
Outcome
- The business was successfully restructured and refinanced
- The financial model was maintained by the business and used to subsequently sell the company to a new PE acquirer
Client Testimonials
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/unsplash-abstract-skyscraper-light-floriane-vita-squ-1000px.jpg)
Swan Partners are fast workers, down to earth and sensibly priced. I have not met people in 25 years of doing transactions who do it better.
– CEO, FTSE250 Insurance Company
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/birmingham-sarah-doffman-u44HcmdG0Oo-unsplash-squ.jpg)
The team’s support was invaluable throughout the acquisition process and I would recommend to anyone to use them in the future.
– CEO, FTSE250 Oil & Gas Company