Corporate Restructuring


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


  • 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

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

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