Corporate Restructuring

Situation

  • Our client was a large PE backed business which required significant changes to its organisation and funding structure.

Swan Activity

  • 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

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