Confidential mandate · Hospitality & events
Confidential Mandate
A successful, family-operated wedding business hosting around 200 weddings a year, seeking to expand to almost 1,000 annually through five additional premium venues.
Our role
We assessed the business financially, developed a full business plan and investor-grade financial model, and advised on performance improvements and supply-chain integration to capture additional income opportunities. We also provided ongoing strategic advice and mentoring.
Funding outcome
We secured a US$3.5 million equity funding offer, alongside options for future debt facilities. Our financial plan set out a self-funding expansion model targeting a US$24 million real estate portfolio following the initial equity investment.
US$1 million+Potential savings identified and presented in under two months through our procurement network and supplier relationships
200 → almost 1,000Current annual weddings and the planned capacity following expansion
Confidential mandate · UK dental sector
Confidential Mandate
A UK-based entrepreneur pursuing a buy-and-build strategy in dentistry: acquiring associate-led practices to establish a consolidated group of 15 sites with fully centralised support and management.
Our role
We led the financial modelling and business plan, supported the co-founder search and recruitment, and provided strategic advice on the acquisition and consolidation strategy.
Financing
We raised a debt funding line to support a total financing plan of £32 million.
£32 millionTotal financing plan supported by the debt funding line
15 sitesTarget consolidated dental group, with centralised support and management