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Helping you achieve your business vision, whilst taking care of the detail

Corporate Finance and Transaction Services

How can we help?

Our corporate finance and transaction services team specialises in advising companies looking to sell or make acquisitions, undertake an IPO by way of a Standard or Aquis listing or raise funds via a business plan or other financial promotion.

We help our clients maximise the return on their business transactions. We’ll work with you to make the deal process as smooth as possible, providing clear, effective advice throughout. We offer an experienced, personal, expert service and are dedicated to delivering results. With strong attention to detail and a problem-solving mentality, we focus on speedily resolving any issues as they arrive and are always driven to deliver the best possible outcome for you.

Having confidence in your transaction is crucial. We will undertake the financial due diligence for you, providing a written report on the historic financial information of the target company and its projections.

We provide full support throughout your transaction, offering a Quasi FD who will be available to guide you throughout the process, whether it’s an acquisition, sale or IPO.

Transactions involve significant sums. Our experienced team can help you achieve the best value for money and put your business in the strongest financial position.

We can advise you through the sale, listing or fundraising process from start to finish, assisting with business plans and financial models, valuation of your company or key assets and preparing documentation for a listing or fundraise.

Our team members are all chartered accountants and trained auditors so, unlike many firms, we have worked on both sides of transactions, giving us a clearer perspective of what is required to work successfully with other advisers and completing deals smoothly and efficiently. We also have the advantage of a wide range of expertise (from corporate and personal tax to VAT and company secretarial), all in one office, offering maximum convenience and cost-effectiveness for you.

Services


Buy / Sell

  • Vendor and purchaser due diligence
  • Driving the transaction
  • Data room population and control
  • Sale & Purchase Agreement
  • Negotiation
  • Completion accounts

Read more about our Buy / Sell services

Capital Markets

  • Assurance and reporting
  • Quasi FD
  • Exchange Listings
  • Financial Promotions

Read more about our Capital Markets services

Quasi FD

  • Hands on
  • Driving transaction
  • Preparation of key documentation
  • Financial modelling
  • IFRS/UK GAAP Accounts
  • Post IPO support

Read more about our Quasi FD services

Valuations

  • Shareholder disputes
  • Forensic cases
  • Tax valuations
  • Financial reporting
  • Transaction valuations

Read more about our Valuations services

Strategy & Business Planning

  • Financial Modelling
  • Business Planning
  • Strategic advice

Read more about our Strategy & Business Planning services

Further Reading



Buy / Sell

Sell

We advise on all aspects of business sales, from identification of suitable targets through to final negotiations and completion.

We spend time with you and your team to understand your business, its strengths and weaknesses, so we can not only help you market those positives, but help manage and address the negatives. Our focus is on providing support and advice while seeking to optimise value for the shareholders.

We can also provide vendor due diligence or health checks to ensure that your business is in the best possible shape before selling, providing visibility on any problems that could arise.

Buy

We work with businesses on every aspect of the transaction. Our team will evaluate the opportunities through extensive due diligence, lead your business through price adjustments and advise on the financial aspects of the sale and purchase agreement, highlighting issues that may lead to negotiation of a better price or identifying matters for which warranties and indemnities should be sought. We can also provide an understanding of the ongoing working capital requirements of the combined entities. Our approach is both practical and commercial.

Our team can advise on developing the most tax-efficient structure for your business and will deal with any tax clearances. We have the advantage of being able to bring in all areas of expertise needed for a transaction through our one office.



Capital Markets

Reporting & assurance services

We offer Initial Public Offerings support where we can act as reporting accountants for Standard (LSE), AIM or Aquis listings.

We assist the advisers in their due diligence and advise you of any matters of concern or issues that need to be addressed prior to the listing.

Our team ensures that clients have direct access to the key members of the reporting accountant’s team, including partner level, to minimise delays, reduce management team pressure and create an effective working relationship. Our team prides itself on its commitment to meeting deadlines set by other advisers and our clients.

Company listings

We act as a corporate adviser on Standard (LSE). We will prepare the necessary documents for you, including the prospectus or admission document, and liaise with your other professional advisers and regulatory authority. Once listed, we provide the necessary advice to ensure you continue to comply with the ongoing obligations.



Quasi FD

Whether you are undertaking a listing, sale or acquisition it is essential that your finance function has the resources to deal with the requirements of external advisers and other stakeholders. Every corporate transaction means a period of high pressure for the directors and management team. Our knowledge of the listing and sales processes, together with our technical and commercial expertise, ideally places us to provide a hands-on service in providing practical assistance with information gathering and organising, preparation of key documents, liaising with other professionals to ensure smooth running of the timetable, as well as providing strategic advice.

We aim to make every transaction as simple and stress-free as possible for management by ‘hand holding’ management through the process. We sit alongside management and have the expertise and experience to offer as much or as little support as is required. We are not simply advisers; we are always happy to “roll up our sleeves” to ensure a transaction completes.

Our key services include

  • Preparation of financial reporting procedures
  • Preparation of financial model
  • Analysis and segmentation of financial data
  • Population of data room
  • Preparation of accounts or historic financial information
  • Tax optimisation strategies for the corporate and its shareholders
  • Share incentive schemes advice & implementation

We can also provide post-IPO support, including the preparation of financial statements and other services an auditor is unable to provide due to ethical constraints.



Valuations

For various reasons, businesses need to understand the value they hold, whether in their assets or the value of their own shares. We undertake valuations for

  • Sales, acquisitions & IPO’s
  • shareholder disputes, including divorce settlements
  • financial reporting purposes
  • tax planning.

Our team is experienced in dealing with a variety of valuation issues, including valuation of businesses, shares, intangibles and share options. Our knowledge of valuation strategies, combined with our experience, ensures a cost-effective and professional service.

We can also assist with the pricing of share issues where the business is preparing for an IPO or sale, and the valuation of target companies during acquisitions. We can provide valuations where there is a shareholder or matrimonial dispute, damages claims or insured losses. We use a variety of methodologies, techniques and judgement to arrive at an appropriate valuation.



Strategy & Business Planning

Business plans and modelling

Our expert team can help you prepare a strategic business plan to meet your objectives, and produce robust financial forecasting models. Find out more about our Strategy & Business Planning services.

Financial promotions

We prepare Information Memoranda for presentation to external funders, providing advice on compliance with financial services regulations and assistance with EIS/SEIS clearances and applications.

Kind Words


 

Oliver Rhodes, Chief Executive, Bookouture

“The team at HW Fisher Corporate assisted with the sale of my publishing business, Bookouture to Hachette UK Limited. They were an invaluable source of support and advice throughout the whole sale process, from pre-offer stage to completion and were a pleasure to work with. They provided good commercial advice and were responsive and efficient in running the transaction, allowing me to continue focusing on running my business and to achieve an excellent outcome.”

HW Fisher client Bookouture

Richard Martin, Commercial Director, Northern & Shell Plc

“I have worked with the HW Fisher transaction services team for a number of years and they have undertaken due diligence work for us on several acquisitions. I have always been impressed with their detailed financial analysis into the acquisition targets together with their recommendations and advice. I have also found them to have a practical and ‘can do’ attitude together with an ability to meet targets for deliverables in order to ensure transactions run as smooth as possible.”

HW Fisher client Northern & Shell Plc

Key contacts

Caroline Hazard HW Fisher

Carolyn Hazard
Partner - Corporate Finance

020 7380 4901
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Gary Miller HW Fisher

Gary Miller
Partner - Corporate Finance and Audit

020 7380 4938
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Connect with Gary Miller
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Helen James HW Fisher

Helen James
Partner - Corporate Finance

020 7874 1163
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Contact us

We’d love to hear from you. To book an appointment or to find out more about our services: