Three engagements, and what each one required.

Client names are withheld under confidentiality. Where results cannot be disclosed, the practical outcome is described instead.

Healthcare · Multi-site UK

Multi-site healthcare group

Situation: A multi-entity healthcare business preparing to refinance after a period of operational change.
Challenge: Reporting was inconsistent across entities and the existing forecast would not stand up to lender diligence.
What we did: Built an integrated group model, a consolidated reporting structure, a 13-week cash forecast and the lender financial pack.
Outcome: Management entered the refinancing with one consistent model and one reporting framework instead of several disconnected sets of numbers.

Industrial · Project finance

Five-site production platform

Situation: An owner-operated industrial platform raising project finance across five sites at different stages of build.
Challenge: Each site was forecast separately, so the group view changed depending on which spreadsheet was opened.
What we did: Rebuilt the forecast as one driver-based model with site-level phasing, funding requirement and returns analysis, then built the lender pack around it.
Outcome: One funding requirement, defensible site by site, and a diligence process that ran without the numbers being restated.

Consumer · Venture-backed

Venture-backed consumer brand

Situation: A growing consumer brand going out for a priced equity round.
Challenge: The model, the deck and the historic accounts told three different stories about gross margin.
What we did: Rebuilt the model from unit economics, ran the valuation off it, rewrote the deck and executive summary to match, and prepared the data room and Q&A pack.
Outcome: Materials that reconciled line for line, and an investor process where the finance questions were answered in advance rather than in the meeting.

What these have in common

One set of numbers, defensible line by line.

In each case the work was not new analysis on top of old reporting. It was rebuilding the base so the model, the pack and the story finally agreed — then taking that into the room.

Next step

Thirty minutes. No pitch. Your situation, and what we would do about it.

If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.

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