Putting the value back in financial and tax due diligence

It is our belief that the vast majority of financial and tax due diligence has become commoditised; a tick-in-the-box exercise doing very little to add value to the deal process or create value for stakeholders. At Wilson Partners Corporate Finance we have a “Big 6” team that has the experience to offer an alternative if you are seeking a bit more bang for your buck; flexible, value-adding transactional services delivered by senior professionals.

Our proposition is based on the following core principles:

• Bespoke – there is no “one-size fits all” approach to our assignments. We are a dynamic, entrepreneurial business ourselves, which allows us to be flexible around all areas of service delivery. Our remit is tailored to the risks and requirements of your intended transaction.

• Director-led – we have 5 directors in our Corporate Finance team, meaning you get timely, commercial advice from experienced professionals. Each of our directors brings something different to the table meaning you benefit from well-considered multi-faceted advice from one firm working closely together.

• Opinion-led – we understand that you are paying for our advice and opinions. Our executive reports focus on the areas of key interest to you and our opinions thereon; not on producing doorstop reports to justify our fees. You will always receive full access to our team and our datapacks to assure you that we have covered the scope of work.

Our directors are passionate about business and have founded, bought, managed, grown and sold our own profitable businesses, including raising significant equity and debt. We deliver an exceptional level of practical and commercial experience to each transaction. We believe the combination of personal experience, together with extensive transactional credentials and deep knowledge and relationships in the equity and debt community, leaves us unrivalled in our ability to advise our clients.

If you are planning an investment/acquisition, a bolt-on acquisition, an exit or just need some financial assistance on a group company or portfolio business, we can help. We offer impartial and independent financial analysis, business reviews and due diligence to give you the assurance you need. We are experienced in:

• Acquisition due diligence
• Vendor due diligence
• Tax due diligence and tax structuring
• Bank financing reviews, including covenant compliance
• Projections reviews
• Working capital reviews
• Cash flow forecasting and reviews
• Vendor and buyer assist
• Valuations and Enterprise to Equity Value bridges

Our principles are fundamental to how we work with each of our clients and they guide all of our actions:

• Professional but personal approach – we want to understand you and your objectives to ensure that we can add value to the engagement and exceed your expectations.

• Tailored and focused from the outset – we believe wholeheartedly in identifying and agreeing the goals of your transaction and investing our experience to really focus on the task at hand. We invest considerable time with you at the outset to ensure that our scope of work delivers valuable results, maximising efficiency and value for money.

• Flexible, responsive and pragmatic – we are experienced dealmakers. We understand that transactions are often very time pressured and create a great deal of stress for you and your team. We will do everything we can to alleviate pressure on you to keep focus on your business, while also ensuring we meet all agreed deadlines.

• Open and honest – we will give you our opinions in a timely manner, retaining regular lines of communication with you and the wider deal team. We also need you to be open and honest with us – if something isn’t right for you, we will fix it.

• No surprises – the fees that we agree will be the fees that we charge unless there is a marked change in the agreed scope or timetable. Any additional fees will be discussed with you in detail before we incur further costs.

Thank you for taking the time to review this information. To continue our conversation and find out more about how Wilson Partners Corporate Finance can help you complete a successful and value-generating transaction, please get in touch.

Adam Wardle

Dan James