Services

All services are non-regulated. They exclude investment advice within the meaning of MiFID, tax advice, audit services and legal advice. The examples shown are illustrative and use synthetic data.

Tailor-made expert missions

Missions defined with the client around a specific question – an acquisition, a financing, a regulatory review – with an agreed scope, timetable and deliverable.

Example deliverable: a written report with an executive summary, the supporting analysis and appendices.

Due diligence

Review of a target company's corporate, financial and compliance position, in support of the client's own investment or financing decision. Each finding is rated and documented against the material reviewed.

Example deliverable: a summary of findings by area, with ratings, followed by detailed sections.

Compliance and risk management

Support on the design and review of compliance frameworks and risk assessments: identification of risks, assessment of likelihood and impact, and review of the controls in place.

Example deliverable: a risk register and risk matrix, with the controls attached to each risk.

Quantitative and financial modelling

Financial models and quantitative analysis built with custom code – scenario analysis, simulation and valuation – delivered with documented assumptions so that results can be reproduced.

Example deliverable: a scenario model with the distribution of outcomes and the assumptions behind it.

Debt and economic analysis

Analysis of a borrower's debt structure and capacity – maturity profile, leverage and covenant headroom – including distressed situations, set against the economic environment.

Example deliverable: a debt profile and leverage review, with the refinancing and covenant points identified.

Introductions and general assistance

Introduction services and general assistance, within the scope of non-regulated services.

Example deliverable: as agreed for each mission.

Illustrative examples

The figures below show the kind of deliverables described above. They use synthetic data.