Our Services

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 your business.

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.

We can make a real difference to your business goals through our key services:

• Strategic Advice
• Raising Finance
• Managing Buyouts
• Acquisitions
• Sale

Our Services

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 your business.

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.

We can make a real difference to your business goals through our key services:

• Strategic Advice
• Raising Finance
• Managing Buyouts
• Acquisitions
• Sale

Making a Difference:
Strategic Advice

As an owner, what is your vision? What are your objectives? Are they aligned with your business? If not, how does your business need to change to align with them? When aligned, what needs to be delivered? How and when can this take place? Our strategic advice service will help you to define the questions and find the answers.

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Our Approach

  • Understand your objectives
  • Learn about your business and levers for driving value
  • Match your business to the sector dynamics

Focus

  • Establish key drivers to define your journey to value; for example, what is your sales growth, revenue mix and scope for margin expansion? Do you own any IP? What is your people strategy and the scalability of your business model?

Outcome

  • A plan with key milestones and outcomes that will ultimately deliver a strong business that is desirable to the market
  • A focussed leadership team with owners spending time ‘in’ and ‘on’ the business

Making a Difference:
Raising Finance –
Fuelling the Plan

How can we maximise the returns for you from the investment? Investors invest based on vision, strategy and careful planning; an investor needs to understand why specific funding is needed and where will it be spent.
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Our Approach

  • Establish what the ‘need’ is
  • Determine if the amount required for funding is realistic
  • Ascertain the likelihood that the funding will achieve the objective

Focus

  • Test your thinking on the spectrum of outcomes of the funding
  • Ensure focus is on what the funding is being spent on and what that can achieve
  • Establish a compelling proposition for funding
  • Identify the appropriate sources from our networks and secure funding

Outcome

  • A qualified and considered defined funding requirement that funders will find compelling
  • Funding that delivers enhanced value to the business

Making a Difference:
Managing Buyouts –
Delivering smooth,
value enhancing
Transitions

Managing buyouts are always a challenging balance. All management teams have a conflict of interest: fiduciary duty to the company vs their own self-interest. Focussing 100% on either will make it very difficult to deliver an MBO.

That’s why we ask difficult questions and need honest answers. Questions like: Why would an MBO be best for all stakeholders? And how and why can you as a team succeed? As when you deliver for all other stakeholders, the management team reaps the rewards. Furthermore, admitting where there are challenges enables you to identify where you need support.

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Our Approach

  • Explore, challenge and understand the needs and objectives of all stakeholders
  • Provide knowledge and guidance to ensure all parties understand the process
  • Provide robust early insights on funding capacity

Focus

  • Understand the boundaries of each stakeholder
  • ‘Walk in the other parties shoes’ to establish a position that could work for everyone
  • Encourage the MBO team to think about and plan their strategy, TOM (Target Operating Model) and business cadence pre and post transaction

Outcome

  • A plan that delivers for all parties
  • A deal that values the team taking the business forward
  • A capable and informed team fully prepared for the commitment and delivery of their plan post-transaction

Making a Difference:
Accelerating the Plan

Acquisitions are complex. Owners have to want to sell to you and they have to agree a price that you are willing to pay. No matter how strong their desire to find a ‘good home’ for the business, price is important. To achieve the desired outcome, we spend time understanding the owners’ perspective as well as yours, because the answer lies in a balanced solution.
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Our Approach

  • Identify how and why this acquisition is a strategic fit that will deliver enhanced value through an accelerated plan for growth
  • Identify the opportunities and synergies, as well as any distractions or risks
  • Understand the seller’s motivations and objectives

Focus

  • Build a relationship with the seller and ensure that the buyer can deliver both the
    financial and psychological aspirations of the seller
  • Define and provide a compelling proposition to the seller

Outcome

  • Establish an open dialogue with the seller and build confidence so they are not interested in going to auction
  • A buyer that is fully prepared before, during and after the transaction to ensure a smooth process and minimal distraction from the day-to-day running of their existing business

Making a Difference: Sale

As the person who created and nurtures your business, it is understandable that you may not see it in the same way as a potential buyer might. So it is important to ask clear and direct questions to help you achieve your sale ambitions, such as: Why would a buyer need your specific business? Why should they pay a premium price for it? How can we help them to see the value of your business? Our role is to find the answers and the buyer.

view case studies

Our Approach

  • Establish what is unique or special about the business
  • Find out who would be interested in buying it
  • Learn why they would pay a premium price – we underpin this with facts and third-party evidence
  • Test whether the business is ready for the rigours of the due diligence and legal process
  • Assist in preparing the business for the sale process

Focus

  • Maximise stand-alone value
  • Present a compelling business highlighting current achievements and future potential
  • Develop a ‘need’ in the eyes of the buyer
  • Create competitive tension and maximise returns
  • Maintain momentum in the process

Outcome

  • You and your business are ready to go to market
  • Deliver confidence in the business and the outcome of the process for both you and the buyer
  • Premium price paid
  • Close the deal

“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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