Funding Advice

We offer our clients access to a broad range of debt and equity sources including private equity firms, venture capital firms, banks, leveraged buyout funds and asset finance companies.

Moore Stephens provides funding advisory services to support both owner and other stakeholder requirements.

We assist our clients to structure the terms of the funding, coordinate investor/lender due diligence, and work with all parties towards a successful outcome.

Growth and acquisition funding

Our services include:

  • assisting clients to obtain funding for comprehensive and achievable growth strategies
  • advising clients on the optimal mix of debt and equity, balancing the concerns of over-gearing and ownership dilution.

Management buy-outs

Our services include:

  • assisting operating managers to acquire companies from their present owners
  • recommending strategies to fund the acquisition
  • structuring a financing solution that provides the company with the appropriate blend of debt and equity.

Debt refinancing

Our services include:

  • assisting clients to secure appropriate funding to support their current and projected business operations
  • a competitive process through our relationships with various funders.

Succession strategy

Our services include:

  • advising clients on succession strategies
  • raising sufficient capital for family or management succession
  • considering implications of a trade sale
  • assisting with implementation of the selected strategy
  • maximising the after-tax position including wealth management