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Advisory Services

Strategic finance. Capital events. Investor readiness

Advisory built on scars, not playbooks — for raises, exits, restructures, and inflection points.

process

Strategic Finance & Retained Advisory

Capital planning, investor readiness and CFO-level support for founders and investors

I help founders and investors navigate growth, capital planning, and decision points — from retained roles to readiness reviews that surface gaps early.

Services Include

  • Scenario modelling and business case development

  • Capital structure planning and debt raises

  • Investor readiness diagnostics and deal preparation

  • Budgeting and cash flow modelling

  • Strategic CFO support on a project or part-time basis

deal

Deal Structuring & Capital Events

Designing and executing complex transactions and capital raises.

I advise on shareholder alignment, reorganisations, incentive schemes, capital raises, and M&A — with integrated financial, tax, and legal structuring that protects value.

Services Include

  • MBOs, partial exits, and carve-outs

  • Capital and shareholder restructures

  • Shareholder and corporate reorganisations

  • Management and share incentive schemes

  • Cap table modelling and IRR analysis

  • Transaction structuring memos and implementation

  • SPA/ pricing waterfall mechanics

  • Founder and shareholder negotiations

  • Alignment of legal, tax and commercial terms

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Investor & Deal Support

Flexible bandwidth for investors, corporates, and their legal teams

I provide modelling, structuring, and transaction support across the deal cycle — giving funds, acquirers, and boards the execution capacity they need.

Services Include

  • Buy- and sell-side transaction support

  • Deal screening and early triage

  • Commercial & financial due diligence support

  • Financial model builds and reviews

  • Investment committee material prep

  • Structuring and legal input coordination

  • Post-deal integration and clean-up

  • Execution support alongside legal and deal teams

Who We Support

Tailored, execution-focused support for founders, shareholders and capital providers navigating transactions, restructures and strategic events.

How I Work

I don't just advise, I execute.

I work hands-on with founders, investors, and legal teams to navigate capital events, restructures, and financial complexity. My approach is built around trust, precision, and momentum — not volume or vanity. Whether supporting a board, running a transaction, or preparing a founder for an investor process, I bring structure, insight, and commercial clarity to the table.

I operate flexibly — typically in one of three ways:

  • Project-based execution

Short, high-impact mandates with defined outcomes — such as deal structuring, transaction prep, or scenario modelling.

  • Retained strategic finance support

For founder-led businesses facing strategic decisions, I provide monthly advisory support — acting as a thought partner on capital planning, board prep, and deal readiness.

  • Embedded transaction support

For investors and legal teams, I plug into deals at the structuring and execution level — helping bridge finance, legal, and commercial workstreams.

What This Looks Like in Practice

Founder-led Group Restructure:

Helped simplify a complex ownership structure across SA and offshore entities, enabling a capital raise and aligning founder/shareholder interests.

PE-backed Exit Preparation:

Worked alongside management and the legal team to clean up the group, build investor packs, and prepare the business for a successful partial exit.

Commercial Structuring for Legal Counsel:

Partnered with a boutique firm to model a BEE transaction and align waterfall economics with legal mechanics in the SPA — bridging law and finance.

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