Corporate finance advisers play a crucial role in assisting businesses with financial strategies, transactions, and decisions. The primary objective is to enhance the financial structure and value of the client company.

Here are some key functions and responsibilities of a corporate finance adviser firm followed by a list of advisers that Michael Tait considers to be the leaders and best:

corporate finance advisers

Mergers and Acquisitions (M&A): Advising on mergers, acquisitions, divestitures, and other strategic transactions. This involves identifying potential targets or buyers, conducting due diligence, structuring deals, and negotiating terms to maximise value for the client.

Capital Raising: Helping companies secure financing for various purposes, such as expansion, working capital, or restructuring. This could involve issuing new equity, debt instruments, or finding alternative financing solutions.

Financial Planning and Analysis (FP&A): Providing financial analysis and forecasting to help companies make informed decisions. This includes budgeting, financial modelling, and scenario analysis to assess the impact of various strategic initiatives.

Valuation Services: Determining the value of a business, business unit, or an asset for various purposes, such as M&A transactions, financial reporting, tax planning, or shareholder disputes.

Restructuring and Turnaround Management: Assisting distressed companies in financial distress by developing and implementing strategies to improve financial stability. This may involve debt restructuring, cost-cutting measures, and operational improvements.

Strategic Advisory: Offering strategic guidance on various financial matters, including market trends, industry analysis, and capital structure optimisation. This helps companies make well-informed decisions aligned with their long-term goals.

Risk Management: Identifying and managing financial risks that may impact a company’s performance. This involves assessing market, credit, and operational risks and developing strategies to mitigate them.

Corporate Governance and Compliance: Advising on corporate governance best practices and ensuring compliance with financial regulations and reporting requirements.

Transaction Support Services: Providing support in the execution of various financial transactions, including legal and regulatory compliance, documentation, and coordination of activities between different parties involved in a deal.

Exit Strategies: Assisting business owners in developing and executing exit strategies, whether through a sale, initial public offering (IPO), or other means.

A corporate finance adviser firm plays a multifaceted role in helping businesses navigate complex financial decisions and transactions to optimise their financial performance and create value for stakeholders. The specific services offered may vary based on the firm’s expertise and the unique needs of the client.




Consultancy UK – The top consulting firms for M&A, due diligence and transaction support