Financial Advice

We can help businesses with:

  • Financial planning for directors
  • Key person cover
  • Employee benefits
  • Group pension schemes
  • Shareholder protection

Corporate finance advice

As an organisation intimately involved in the Employee-Owned Business (‘EOB’ or ‘co-owned’) sector day-to-day and part way through our own EO journey, we aspire to be the first choice for businesses in need of a trusted adviser. Sitting by the side of shareholders and management day-to-day, we can help you to evaluate your business strategy and short and long term funding options.

Simply put, this was a role traditionally provided by pre-’Big Bang’ merchant banks, representing what some believe in hindsight was the best of what the City had to offer. Unfortunately, such a model was largely swept away by the ‘integrated investment banking’ model – with consequences we are now all too familiar with. Whilst the world of pre Big Bang was by no means without its own conflicts and challenges, it now seems clear that one of the main advantages was the implied holistic focus on the long term relationship with the client firm, rather than on simply the latest adviser-enriching 'mega-deal'.

For businesses that aspire to be employee-owned, traditional funding sources such as bank debt or equity capital can be hard to come by. Where equity capital has been available, the ideal period of ownership is typically seen as short term and linked to significant parallel debt financing. We and a number of our clients are investors in Capital for Colleagues PLC, a listed investment vehicle which provides patient capital to businesses which seek to become – or are already – employee-owned. This makes us the natural source of corporate finance advice for C4C and for their investees and companies.

A good example of a business we have helped to raise capital is Vitsoe, whose ethos is summarised as ‘living better, with less, that lasts longer’. With our help they successfully raised capital via a ‘mini-bond’ aimed at their community of customers, suppliers and supporters.

 

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Winners and Spinners Report 2015

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’

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William Kenyon & Sons Video

Piers Kenyon, Director of William Kenyon & Sons and a trustee of the Group Pension scheme discusses the history...

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Resource Links

  • We’re available by phone and email, but most of all in person to provide advice.

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  • Story of our client: Vitsoe - A Persistent System

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  • The thoughtful investor- Conrad Jacobson

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