Built on institutional standards.
Designed for growing businesses.
I help founders, investors and growing businesses make better decisions through institutional-grade financial analysis, valuation, modelling and transaction support.
Built on experience across leading institutions
Institutional quality. Independent advice. Practical support.
I combine the analytical rigour of investment banking and principal investing with the flexibility of an independent adviser, helping businesses make better-informed strategic and investment decisions without the overhead of a large firm.
Institutional-quality work
Financial models, valuations and investment materials built to the standards expected by investment banks and institutional investors.
Independent perspective
An experienced sounding board for founders, management teams and investors navigating important strategic decisions.
Flexible support
Support where it is needed, from a single financial model to ongoing strategic finance leadership.
Services
Specialist expertise, from standalone projects to ongoing partnerships.
Transaction Support
Navigate capital raises, acquisitions and disposals.
- Acquisition analysis
Financial modelling, valuation and investment analysis for acquisition opportunities.
- Due Diligence Support
Financial analysis, data room support and transaction preparation.
- Investor Materials
Investment memoranda, presentations and transaction-ready documentation.
- Commercial Support
Commercial and strategic analysis to evaluate opportunities and risks.
Strategic Finance
Build the financial information needed to make confident strategic decisions.
- Board reporting
- FP&A
- KPI dashboards
- Forecasting
- Strategic decision support
Financial Modelling
Institutional-grade financial models built for investment and strategic decision-making.
- Operating models
- Valuation
- LBO
- Scenario & sensitivity
- Model reviews
Who I work with
Different starting points, the same need: clear analysis and an independent view you can act on.
Founders
Preparing for growth, fundraising or acquisition, with the investor-ready analysis that decision demands.
Investors
Private equity, family offices and search funds that need extra analytical capacity on a live deal.
Leadership teams
Management teams that need experienced strategic finance support without a full-time CFO.
Corporate development
Internal M&A and strategy teams that need flexible transaction and modelling support.
How I work
A collaborative approach focused on clear objectives and practical outcomes.
Understand
Every engagement starts with the commercial objective, not simply producing financial outputs.
Build
Clear, robust analysis and materials, tailored to the specific decision or transaction.
Partner
I work alongside founders, management teams and investors as an extension of the team.
Deliver
Practical, decision-ready outputs that support confident execution.
My aim is not simply to deliver work product, but to become a trusted partner who supports better long-term decision-making.
Let us make the next decision a well-informed one.
Tell me what you are working on, whether it is a fundraise, an acquisition, or a plan that needs pressure-testing. I will come back to you personally, usually within a day.