Corporate Finance

Strategic business advice 

The most successful businesses have a clear vision and joined-up strategic thinking. 

We work with business owners to align their personal goals with their business plans. Our trusted advisors will partner with you to develop a streamlined, profitable business that works as hard as you do. 

By gaining real insight into our clients and their business, we are able to assist and challenge the management to help those goals be realised. Over the years, we have helped businesses with acquisitions, managing buy-outs, funding requirements, capital market transactions and large CapEx-intensive projects and valuations.  

Business forecasting 

A business and financial forecast is used to project a company's financial performance. It can be used as part of a business plan, but is equally valuable as a regular update on company performance for strategic planning.

For new businesses, a financial forecast can help understand the venture's viability. Alternatively it can be used as key documentary evidence to secure funding. Established businesses benefit from regular financial forecasting, which in turn helps them budget and plan business growth and strategy. Financial forecasting is also a good way to secure future investments and monitor company performance in real-time. 

At Boxwell, we will not only work with you to prepare financial forecasts, but also help you understand the forecast and how it should be presented to potential investors.

Whether you’re a start-up wanting guidance or an established firm with big ambitions, we can help put your future plans in context. We understand how your business faces its own unique challenges and has very specific goals – and we tailor our services to suit. The advice you get from us is for your business and no other.

Debt advisory services 

Navigating what can be a complex banking and finance market is becoming more of a priority for many businesses.

Seeking to align funding solutions with specific objectives and ambitions can often be challenging and time consuming. However, we welcome these challenges as we are specialists across a wide variety of industry sectors and company sizes. 

From identifying possible debt solutions, whether it is to support your growth, working capital needs, capital investment requirements, or acquisitions, to advising and securing new debt facilities, negotiating covenants and other terms with debt providers. We will work alongside you to project manage the entire process, end-to-end, to shorten the underwrite process and to allow you to continue to focus on your business needs. 

Debt advisory services 

Review strategic plans and funding needs  

  • Advise on appropriate debt structures and identify suitable providers 

  • Secure new debt facilities 

  • Negotiate covenants and other terms with debt providers 

  • Restructure existing facilities 

Business re-structuring 

Whether you are looking to maximise efficiencies, downsize or exit a business, taking time to understand the different options before taking the steps that are appropriate for your business can be worthwhile.

We can help with contingency planning, independent business review and options review. We take into consideration the risks, the timeframe and any additional support required; in order to identify the most appropriate route forward.

Members’ voluntary liquidations (MVLs) are a vital means of returning value to shareholders and to bringing limited companies’ affairs to an orderly conclusion. Our team works closely with directors and advisors to manage the process to enable the maximum benefit for shareholders.

International market development 

The UK is an attractive centre for investment for many reasons: 

  • It is considered a centre of excellence for financial services, tech innovation and creative industries 

  • It provides access to diverse cultures, world class education and a highly skilled workforce 

  • It is centrally located and in convenient time zones for companies bridging the US, Asia and EU markets 

Despite the UK's changing relationship with Europe, these factors hold strong and the UK remains a viable location for many of our overseas clients. Our advisers can help at every stage of your company’s growth cycle like:

  • Starting your company

  • Raising venture funding

  • Listing on a global exchange

  • Acquiring or merging with another company

  • Using the UK as a base to expand into other markets. 

Our sister company in Gibraltar provides bespoke services for international deals and projects in particular.  

Mergers and acquisitions 

We will guide you through the strategic and operational planning of the process, analysing your options to determine the best course of action.

Carrying out due diligence, conducting reliable valuations and raising finance are all important steps of the process. Our work ensures that the merger or acquisition fits your business goals. We will ensure that you are well-informed of the deal terms, financing progress, compliance and tax implications.

We also implement a post-acquisition integration plan in order to ensure sustainable success.

Equity assistance/Pre-IPO assistance 

The decision to list your company will have a significant impact on a number of stakeholders. The process can be long and will require substantial input from the management team, so the company’s resources will be tested.

For Pre-IPO assistance, we can help you assess your company’s readiness for life as a public company (with a focus on accounting and financial aspects). We also help identify and resolve potential financial, accounting and taxation barriers to a successful listing.  

Case study here?

Exit planning and assistance 

At the date of exit, the business should ideally be able to operate effectively without your day to day involvement. The planning of your exit can often take significant time and careful strategic planning to put into effect.

Our team will work with you to understand the business position and your preferred exit route. We will work together with management and the lender to facilitate an outcome that is suitable and appropriate for all stakeholders.

Whether you are considering a complete exit from your company or a partial sale, our team has the expertise to handle every aspect of this potentially sensitive process. We have vast experience working with different business set-ups across various industries.

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