We are pleased to work with investors, entrepreneurs and the leaders of a range of businesses in different
sectors and look forward to continuing to do so. Please see our case studies below:
PE-backed Tech Co FP&A
Consulting & model build (2016/17)
Andrew worked intensively with the CFO, FD and FC to develop a suite of Excel models that
integrate data, assumptions and logical relationships in a robust, flexible tool and allow tactical and strategic
changes to be explored before they are implemented, so that financial constraints are met and targets
Fashion Sector - Accountants
Accounting and tax (2015 - )
We have worked intensively with this client whose product sells internationally and who has grown
exponentially over the last three years. We provide on-site management accounting support, tax and growth consulting
services. We look forward to seeing the continued rapid growth and development of our client's business.
PE-backed firm (2015)
Financial Modelling (2015)
Andrew supported a fast-growing PE firm with the Excel models to compile entity budgets for separate legal entities
in their domestic currencies, and then to consolidate these in GBP at the group level. This work linked in with
a systems initiative to compile a live data room based on a single chart of accounts and Andrew was able to
to win follow-on work with the finance team members in a future project.
Entertainment Sector - Accountants
Tax and accounting (2015 - )
Annette and Andrew have both worked closely with the founding director of an established business
in West London that counts some illustrious artists amongst its clients. Client migration onto a
Cloud-based platform has enabled a smooth process for delivering up to date business-critical financial
PE Financing - Energy Sector
Model build for Project Finance (2013 - )
Andrew has worked intensively with this client to develop an operational model which extended the
financial close model of his design. The support extended through successful audit completion.
He has further supported additional projects which included a bid for an additional energy project.
Ongoing tax services (2015 - )
Annette continues to support a number of PE investors with tax compliance and tax planning for existing
portfolio companies and for potential acquisitions. Annette has built strong relationships with the
clients and is always in demand.