Corporate Finance

AT THE INTERSECTION OF PERSONAL AND CORPORATE WEALTH.

Capital raising, M&A advisory and transaction support for founders and business owners operating across borders.

Two Balance Sheets. One Strategy.

For many of our clients, the boundary between personal wealth and business value is blurred. A business exit is a personal liquidity event. A corporate structure influences inheritance. The company's currency exposure affects the family's net worth. We work at this intersection — which most advisers avoid because it requires two skill sets simultaneously. Most firms are either corporate finance specialists or personal wealth managers. We are both.

Our corporate finance capability is not a bolt-on service. It is integral to how we manage wealth for business owners who operate internationally. We advise on capital raising, M&A transactions, and business structuring — always with an eye on the personal financial consequences of every corporate decision. Tax treaties, succession law, currency repatriation — these are not afterthoughts. They shape how we advise on every transaction.

What We Advise On

Business sale and exit planning

Structuring exits to maximise after-tax proceeds, timing disposals across jurisdictions, and integrating the liquidity event into the personal financial plan.

Cross-border acquisition advisory

Due diligence, valuation, deal structuring and post-acquisition integration for business owners acquiring across borders.

Capital raising for growth

Connecting growing businesses with appropriate equity and debt capital, from seed funding through to pre-IPO rounds.

Shareholder restructuring

Reorganising ownership structures to improve efficiency, reduce exposure or prepare for a future transaction.

Corporate treasury and FX management

Helping businesses with multi-currency operations manage exchange rate risk and optimise their treasury function.

The Corporate-Personal Link

Every corporate finance transaction we advise on is evaluated against the personal financial plan of the business owner. The two cannot be separated — and we do not try to separate them. The structure of a deal, the timing of a sale, the choice of holding jurisdiction: these decisions have consequences that ripple through personal tax, estate planning, pension contributions and currency exposure. We model all of it before we advise on any of it.