Advisory Areas
Independent advice at structural inflection points
The work I support typically arises at moments where ownership, capital structure or governance decisions become strategically important to the business' next phase of growth.
These situations often include preparing for investment, restructuring shareholder arrangements, aligning founders and leadership teams, or simplifying group structures and cap tables ahead of capital events.
The advisory areas below reflect the types of structural questions businesses often navigate during these moments.
Advisory Pillars
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Ownership & Incentive Architecture
Advising founders and shareholders on ownership alignment and incentive structures as businesses grow and leadership teams evolve.
Typical work includes:
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Management share incentive scheme design
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Cap table design and restructuring
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Founder and shareholder alignment
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Governance considerations linked to ownership structures
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Strategic Finance
Providing independent strategic finance advice to founders, boards and investors navigating growth, capital planning and key decision points.
Common engagements include:
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Capital planning and financial architecture
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Strategic CFO-level advisory support
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Financial structuring ahead of investment
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Financial modelling and capital stack analysis to support investment, restructuring and funding decisions
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Investment readiness and governance preparation
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Shareholder & Capital Transitions
Supporting businesses navigating shareholder changes, ownership restructures and capital events
Areas of focus include:
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Shareholder buyouts and restructures
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Group simplification and reorganisation
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Capital structuring ahead of investment
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Special situations involving ownership transitions
Example Advisory Situations
The following examples illustrate the types of structural and strategic finance situations I typically support.
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Management Incentive Architecture
Architected a management share incentive scheme within a complex muti-entity group structure to align senior leadership with long-term value creation. The framework was designed to operate across existing shareholder arrangements while remaining robust in the event of a future capital event, helping ensure the incentive structure would not create unintended dilution, governance or investor alignment issues over time.
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Capital Structure & Investment Readiness
Developed a detailed capital stack model for a R3bn+ property group comprising multiple property companies with differing shareholder interests. The work assessed the economic value of each shareholder position on a sum-of-parts basis and informed a proposed consolidation of ownership through the introduction of a holding company structure.
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Shareholder Alignment Ahead of Institutional Investment
Advised founders preparing to introduce institutional investment by identifying potential liquidity pathways and structural bottlenecks, while supporting a refresh of shareholder governance documentation to ensure alignment between founders, management and incoming investors.