Our Capabilities
A structured, end-to-end advisory model focused on clarity, alignment, and execution
Engagement Approach
A disciplined framework from assessment through execution
Our engagement approach is designed to deliver rigorous analysis, decisive planning, and disciplined execution. We work closely with management, boards, and stakeholders to stabilise businesses, optimise capital structures, and deliver sustainable value creation, underpinned by strong governance and transparency.
Phase 1: Rapid Assesment
Establishing a robust baseline, identifying risks, and defining strategic options
The rapid assessment phase is typically completed within two to three weeks and is focused on developing an objective, fact-based understanding of the business. This phase establishes the foundation for all subsequent decision-making and stakeholder engagement.
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Data Request List
A detailed and tailored data request list is developed at the outset of the engagement to ensure that all relevant operational, financial, legal, and commercial information is collected efficiently. This enables the team to quickly build a comprehensive understanding of the business while minimising disruption to management.
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Independent Business Review (IBR) Baseline
An Independent Business Review baseline is established to provide an objective assessment of the company’s current operational performance, financial position, and outlook. This baseline serves as a common reference point for management, the board, lenders, and investors.
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13-Week Cash Flow Analysis
A detailed 13-week cash flow model is prepared to assess near-term liquidity, funding requirements, and cash risks. This analysis highlights pressure points, informs immediate decision-making, and supports the implementation of appropriate liquidity controls.
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Stakeholder Mapping and Risk Heat-Map
All key stakeholders are identified and mapped, including lenders, shareholders, customers, suppliers, employees, and regulators. In parallel, a risk heat-map is developed to identify, prioritise, and visualise key operational, financial, and strategic risks facing the business.
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Strategic Options Matrix and Value-Break Analysis
A structured options matrix is developed to evaluate available strategic alternatives, including refinancing, recapitalisation, asset sales, operational restructuring, or strategic transactions. Each option is assessed through a value-break analysis to clearly articulate implications, trade-offs, and potential outcomes.
Full Integration Suite
Experience the power of seamless integration with our comprehensive suite that ensures all aspects of your projects work harmoniously.
Phase 2: Turnaround Planning, Capital Structure, & Stakeholder Engagement
Designing executable solutions and aligning interests
​This phase focuses on translating diagnostic insights into a detailed and executable turnaround plan, supported by an optimised capital structure and coordinated stakeholder engagement.
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Turnaround Planning
A comprehensive turnaround plan is developed to address operational inefficiencies, cost structures, working capital constraints, and strategic misalignment. The plan sets out clear initiatives, timelines, accountabilities, and performance targets.
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Capital Structure Optimisation
Detailed analysis is undertaken to assess existing debt and equity structures and to develop proposals for optimising the capital structure. This includes evaluating refinancing, recapitalisation, and new funding options aligned with the company’s strategic objectives and risk profile.
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Investor and Institutional Engagement
Targeted engagement is conducted with existing and potential investors, lenders, and institutional partners to secure support for the proposed turnaround and funding strategy. This process is carefully managed to ensure consistent messaging and efficient decision-making.
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Term Sheet Negotiation
Negotiations are conducted on proposed term sheets, focusing on key financial, operational, and governance terms. Comparative analysis is provided to support informed decision-making and optimise transaction outcomes.
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Covenant and Conditions Precedent Tracking
A covenant and conditions precedent tracker is maintained to monitor compliance, manage dependencies, and ensure that all obligations are clearly understood and met throughout the process.
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Stakeholder Communications Framework
A structured communications plan is developed and implemented to ensure timely, accurate, and consistent engagement with all stakeholders, supporting confidence and alignment during the turnaround process.
Phase 3: Execute & Stabilise
Implementing solutions and restoring control
The execution and stabilisation phase typically spans one to six months and is focused on delivering tangible outcomes, stabilising operations, and establishing a platform for sustained performance improvement.
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Transaction Closing and Drawdown
All transaction closing requirements are managed and executed, including final documentation and funding drawdown. This marks the formal commencement of the turnaround implementation.
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Liquidity Governance
Robust liquidity governance frameworks are implemented, including cash controls, reporting protocols, and regular liquidity reviews. These measures ensure that cash management remains aligned with forecasts and strategic priorities.
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KPI Dashboard and Performance Monitoring
A comprehensive KPI dashboard is established to track operational and financial performance against the turnaround plan. This enables early identification of emerging risks and supports proactive management intervention.
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100-Day Value Creation Plan
A structured 100-day value creation plan is implemented, focusing on targeted initiatives designed to deliver measurable improvements and early momentum.
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PMO Cadence and Discipline
A formal Project Management Office cadence is maintained to ensure disciplined execution across all workstreams. This includes regular reporting, issue escalation, and coordination among internal and external stakeholders.
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Board Reporting and Oversight
Regular board reporting packs are prepared, providing clear updates on progress, risks, and outcomes. This ensures ongoing board oversight and informed decision-making.​​
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Phase 4: Deliverables & Handover
Ensuring continuity, transparency, and accountability
At the conclusion of the engagement, a comprehensive suite of deliverables is provided to support continued execution and governance.
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Executive Brief
A concise briefing for senior leadership summarising key findings, strategic recommendations, and next steps.
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Independent Business Review (IBR)
A detailed and fully documented Independent Business Review providing an objective assessment of the business and supporting future strategic decisions.
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Cash Flow and Financial Models
Robust financial models covering short- and medium-term cash flows, funding requirements, and sensitivities.
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Investor Materials
Professionally prepared investor presentations outlining the turnaround strategy, progress, and value proposition.
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Term Sheet Comparison
A detailed comparison of proposed financing or investment terms, highlighting key differences, risks, and implications.
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Conditions Precedent Checklist
A structured checklist to track and manage all pre-closing requirements.
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Board Updates
Formal updates provided to the board throughout execution and stabilisation.
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Closing Memorandum
A final closing memorandum documenting transaction outcomes, key decisions, and any outstanding actions.
Governance, Risk & Compliance
Disciplined governance, institutional standards, and transparent engagement
Our approach to governance, risk, and compliance underpins every engagement. We operate to the highest regulatory, professional, and execution standards, ensuring integrity, accountability, and alignment across stakeholders, transactions, and delivery outcomes.
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All engagements are conducted in alignment with King IV, the Companies Act, and, where applicable, the Public Finance Management Act (PFMA), supported by robust assurance, disciplined execution frameworks, and transparent commercial and engagement protocols.
Governance & Regulatory Alignment
Aligned to leading regulatory and assurance frameworks
We apply structured governance and risk frameworks across all mandates to ensure compliance with applicable legislation, codes, and best-practice standards. This provides stakeholders with confidence that decisions, processes, and outcomes are robust, defensible, and appropriately governed.
Conflicts of Interest & Information Management
Protecting confidentiality and decision integrity
Robust conflicts of interest policies are applied across all engagements, supported by wall-crossing protocols and clean-team arrangements where required. These measures ensure the appropriate handling of confidential and Material Non-Public Information (MNPI), preserving the integrity of decision-making and stakeholder trust.
Financial Modelling Governance
Reliable, transparent, and decision-grade analysis
All financial models are developed and maintained under strict governance standards. This includes clearly documented assumptions, disciplined version control, and comprehensive sensitivity and scenario analysis to ensure transparency, reliability, and confidence in financial insights.
Combined Assurance Framework
Integrated expertise for comprehensive risk management
A coordinated assurance approach is adopted, integrating legal, tax, audit, actuarial, and technical expertise as required. This multidisciplinary framework strengthens risk management, enhances compliance, and supports well-informed strategic and financial decisions.
Work Product Standards
Institutional-quality outputs
All deliverables are prepared to board and investor standards, ensuring clarity, accuracy, and readiness for scrutiny. This includes board-ready materials with clearly articulated options, risks, and recommendations; audit-ready financial models with full documentation and controls; secure data room management with disciplined information and Q&A protocols; and post-transaction reviews incorporating KPI tracking and lessons learned.
Commercial Framework
Flexible, transparent, and aligned fee structures
Commercial arrangements are structured to align interests and reflect the nature and complexity of each engagement. Fee structures may include retainers for restructuring and complex transactions, success-based fees for capital raises and transaction closings, fixed-fee modules for defined scopes such as IBRs and valuations, and transparent treatment of all disbursements and third-party costs.
Team & Advisor Network
Senior-led execution supported by specialist expertise
Engagements are led by senior partners with direct accountability, supported by associate teams with deep experience across corporate finance, credit, and operations. Where required, we leverage a trusted network of legal, tax, technical, and sector specialists to ensure depth and precision of advice.
Client Engagement Protocols
Secure, transparent, and disciplined execution
Structured engagement protocols are applied to ensure effective collaboration, accountability, and information security throughout the engagement lifecycle.
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NDA & Data Security Onboarding
All engagements commence with formal non-disclosure agreements and comprehensive data-security onboarding to safeguard sensitive information.
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Partner-in-Charge Model
Each engagement is led by a dedicated Partner-in-Charge, providing a single point of accountability and continuity throughout the mandate.
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Weekly PMO Cadence & Controls
A structured weekly PMO cadence is maintained, supported by reporting, risk and issue logs, and decision trackers to enable proactive management and timely escalation.
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Stakeholder Communications
Structured communications are implemented for lenders, shareholders, employees, and regulators to ensure consistent information flow and alignment at every stage of the engagement.