Realise value
Whether your business is going through a sale process, a debt or equity restructuring or a refinancing, we work with the CFO providing hands on support as a part of their team to improve deal certainty and maximise value.
Our highly experienced, team operate with a blend of industry and advisory backgrounds. This allows us to work seamlessly with the in-house finance function to provide the extra firepower needed. We have worked on over 400 transactions with an aggregate deal value of over £100bn.
By taking a pragmatic and commercial approach where clients are under financial stress and time pressure, we create models, datapacks and other deliverables to short order that are fit for purpose and meet the deal deadline.
We always hand our work over to our client so that it can be used in the business in the long term to provide true value. All of this is at a pace and to a quality unrivalled in our industry.
Our services
Buy-side M&A
We work closely with buyers, CFOs and CEOs to provide clarity, quality and speed during a buy-side transaction.
We have also acted as part of the buy side team for private equity houses and in-house M&A teams to provide extra resource to short order
Sell-side M&A
We work with CFOs to rapidly build the data behind compelling equity stories providing the certainty of execution to allow businesses to realise value during a transaction.
Learn moreEquity capital markets
We provide certainty to CFOs working through an IPO or significant capital markets transaction, ensuring deliverables seamlessly to fit with the timetable.
We have worked on numerous capital markets transactions across multiple company workstreams.
Restructuring
We work with CFOs in businesses going through significant operational or financial change to provide quality data at pace to banks and advisers.
We build vital confidence in the finance functions and reporting.
Refinancing
We work with CFOs to instil confidence in lenders during a refinancing process, providing clear and robust financial information including sensitivities in real time.
Learn moreClient 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
