Your dedicated partner on your journey to optimise the value of your business.

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Who We Are

Caldey Corporate Finance is an advisory organisation dedicated to developing enduring relationships with entrepreneurial clients – advising, guiding and supporting them on their journey to optimise the value of their business through for example, fund-raising or its sale.

Through expertise, tradecraft, experience, knowledge, thought leadership and a considered, bespoke approach, we are committed to delivering outcomes that exceed the expectations of our entrepreneurial client base.

Caldey Corporate Finance was founded in 2020 by Adrian Dray. With thirty years’ experience in corporate finance, working for KPMG and an independent practice that he co-founded, Adrian has a proven track record of advising entrepreneurs and business owners like you to achieve your goals.

Our Purpose and Values

Our single focus is to deliver excellent outcomes for you by creating innovative solutions and providing high levels of commitment and service throughout your ‘Journey to Value’. By doing this, we aim to be your first-choice provider of bespoke and accessible solutions to help you achieve your business goals.

We promise to always act in your best interests with honesty, integrity and creativity; to make a difference and be totally committed; building a valued long term relationship.

How We Work

You may be an entrepreneur or business owner who has experienced the contribution a corporate advisor can make to your business, or you may be considering working with an advisor for the first time, to help define a growth strategy, raise funding or realise business value through a sale – at Caldey, we are always willing to have a conversation with you.

If you decide to explore further, we will begin by evaluating your business and objectives, and assessing whether we can make a real meaningful difference to you on your journey to value.

If we believe we can help, we’ll set out the value we think we can deliver – and you’ll have all the time you need to consider whether Caldey is the right fit for you.

We offer:

Sale

  • Producing a compelling, robust story of both the fundamentals of the business and its future potential
  • Create a need in the potential buyer’s mind alongside competitive tension to deliver maximum returns

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Strategic Advice

  • Understanding what you want to achieve by investing time in you and your business
  • Identifying your objectives and your journey to value
  • Creating a strategy and plan for your business to achieve your aspirations

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Raising Finance

  • Defining what is achievable
  • Acting as translators – turning existing business information into credible, backable plans
  • Raising finance that adds meaningful value to your business
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Managing Buyouts

  • Taking all parties’ positions into account and considering all aspects of the opportunity
  • Creating a structure that works for all parties
  • Delivering the best solution

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Acquisitions

  • Identifying how and why an acquisition could deliver value
  • Creating compelling rationales for the deal – for you and for funders
  • Managing the relationship with the sellers through to completion

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Special Projects

As an independent company, we can engage with projects that sit outside the five services solutions set out above – if we consider that our bespoke approach will add value to the business and/or entrepreneur.

For example, we are currently in partnership with an early stage business as they set out on their journey to value.

We would be happy to have a conversation with you about your project, and if we are not able to assist, we may still be able to provide some helpful advice. Our business is built on long-term relationships, and with this in mind, we are always open to meeting with you and keeping in touch.

Entrepreneurs and Business Owners

Are you the owner of a company looking to optimise your business value? Do you need innovative advice, experience and the ability to manage complex processes to guide you on your journey to value?

we can help

Referrers

Are you looking for a trusted corporate advisor to help your clients optimise the value of their business?
we can help

“I had previously sold one business and knew that to achieve the best result for me and my fellow shareholders I needed an Advisor totally dedicated and focussed on delivering that outcome. Caldey made a huge difference and delivered way beyond my high expectations. Their commitment and determination to find solutions that worked both for us and the PageUp team during the transaction process was amazing; I am certain that we wouldn’t have been able to achieve this great result without the drive and innovative thoughts of Adrian and Janine.”

Andy Randall, Founder, CEO and largest shareholder of eArcu

“Adrian and Janine from Caldey were introduced to me over a year ago when we were engaged with other potential funding partners. From that initial support role, they have become truly trusted advisors; their dedication, commitment and professionalism to Avnio and me personally has been invaluable during this period in what is a challenging time in a two year old rapidly growing and evolving tech business. Their support has been constant, and they have been available evenings and weekends closing this key round of fund raising.”

Tobias Dawes – Founder, Avnio

“I have been working with Adrian for almost 20 years – his dedication to us as a client has been first class; his focus on our objectives and his attention to detail during negotiations made a huge positive difference to our outcomes”

David Simpson, Millgate Homes

“Adrian has led the advisory work from the management buy back to the final sale of the business over a 10 year period. He was always focused on what was important and was always accessible; I appreciate he always has a number of assignments competing for his attention at any one time, however I always felt that we were his prime client”

Alan Bennie, Vice Chairman and Co-Founder of Vivid Toys

“Adrian and Janine were invaluable in maximising the value of a 5th generation family owned business for its 100 plus shareholders. Janine and Adrian work through the complexities of 3 very different businesses with varied dynamics and presented the businesses in a manner that demonstrated their respective full potential to the buyer. After delivering such great results they continue to support the board through the buy-out of the legacy defined pension scheme that allowed the shareholders to receive consideration beyond mine and many others expectations”

Jonathan Hopson, CEO and shareholder of Camp Hopson

“Adrian was my advisor when A-Gas was a small business and I needed to buy out my business partner. He did a great deal with my first private equity partner and became mine and my fellow A-Gas shareholders’ trusted advisor as we grew the business from those humble beginnings to the global business that was sold to KKR at the point of my retirement. His commitment and determination to ensure that we achieved great deals from all our equity partners made a real difference to us all”

John Rutley – Founder and CEO of A-Gas

To discuss your aspirations and dreams for your business in confidence.

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