Corporate Finance
Corporate Finance Advisory
In today’s environment of evolving regulation, economic uncertainty and tightening capital markets, the right corporate finance advice extends far beyond transaction execution.
At Westlock Partners, we advise shareholders, management teams and investors through the full spectrum of corporate finance activity, from capital raising and refinancing through to acquisitions, disposals and shareholder re-organisations.
Our Core Services Include:
Mergers & Acquisitions (M&A):
We assist buyers and sellers in identifying, evaluating and executing transactions efficiently. Our role often includes pre-deal financial modelling, valuation analysis, due diligence coordination and transaction structuring to achieve optimal post-tax outcomes.Management Buyouts (MBOs) & Buy-ins (MBIs):
For management teams seeking to acquire or assume control of their businesses, we advise on valuation, funding structure, equity participation and governance arrangements. Our work extends beyond deal execution to include ongoing shareholder planning, incentivisation and exit readiness.Business Sales & Exit Planning:
Exiting a business is not an event but a process. We work with shareholders to enhance equity value, prepare for due diligence and design a tax-efficient exit structure, often through advance clearance and targeted pre-sale reorganisations.Capital Raising & Refinancing:
From debt restructuring to equity fundraising, we help clients identify appropriate sources of capital and negotiate terms aligned with cash flow forecasts and risk appetite. Our experience spans private debt, venture capital, growth equity and asset-based lending.Valuation & Financial Modelling:
Our valuation approach combines technical modelling with commercial judgment, drawing on recognised methodologies such as discounted cash flow (DCF), comparable transactions and asset-based analysis. Each model is built to withstand scrutiny from auditors, investors and HMRC alike.
Raising capital requires more than identifying lenders; it requires a strategic understanding of how different instruments interact with balance sheet health, shareholder dilution and future flexibility.
Our team advises on:
Refinancing and covenant restructuring;
Term loan and revolving credit facilities;
Mezzanine and hybrid financing;
Private debt and alternative lending markets;
Asset-based and cash-flow lending.
We evaluate funding options not only by cost but by strategic fit, ensuring capital structures support growth while maintaining operational resilience.
Further Reading & Resources
