Stakeholder Advisory

Situation

  • Our involvement is often triggered by business underperformance, the need for additional funding and covenant breaches
  • We act for major banks, asset-based lenders, private equity firms, major suppliers or customers, private lenders, parent companies, landlords and other stakeholders, where they have concerns over their exposure to a particular company

What do we do?

The scope of the assignment often varies and is agreed to in advance with the client. Typically the scope of work can include:

  • Review of recent and forecast financial performance and short term cash flow requirements
  • Sensitivity analysis to assess the vulnerability to adverse variances
  • Valuations and security review to assess the estimated return to the stakeholder in the event of a sale of the business or potential recovery action
  • Assessment of corporate strategy and management’s ability to implement strategy
  • Review of market conditions and trends
  • Recommendations as to the next steps, and assistance in the formation and negotiation of appropriate financial restructuring solutions

What are the benefits to our clients?

  • Independent and confidential review of the business, management strategy and sector trends
  • Identification of likely future challenges and potential funding requirements
  • Determination of current financial/security position of the client
  • Prioritisation of issues and recommendations of next steps

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