Campbell Dallas’ award-winning Corporate Finance team is recognised as one of Scotland’s top Corporate Finance advisers, having won Corporate Finance Team of the Year 2016. Combining technical ability, experience and commercial awareness, we help our clients to grow their businesses and to realise shareholder value.
The team of six advises a range of clients including; companies, shareholders, management teams, Private Equity houses and banks/other funders, both in Scotland and beyond, across a variety of sectors.
With a typical deal size of £1-50m, our Corporate Finance services include:
- acquisitions and disposals;
- management buyouts;
- financial due diligence;
- raising finance;
- strategy advice;
- financial modelling & business plans;
- debt advisory;
Campbell Dallas advises both funders and business owners on current and potential debt levels within a business. This ensures that the most appropriate type of debt is matched to the working capital cycle and needs of the business. We can conduct either high level reviews, or a more detailed approach to our analysis of the business.
Financial due diligence
Campbell Dallas has experience in carrying out transactional support roles for acquisitive companies, investors, funders and all the major financial institutions. We ensure that a tailored commercial approach is taken on all assignments. We ensure we focus on our clients’ objectives, which can include the following:
- Investors and funders
Focusing on the robustness and achievability of the projections and forecasts, the accuracy of the reported asset base as well as commenting upon reporting systems and management team.
- Acquisitive companies
Focusing on quantifying any contingent liabilities, commenting on working capital requirements and identify areas where the purchase price could be reduced.
We will communicate with our client throughout the process to ensure the key facts are highlighted at the earliest opportunity.
We can facilitate a strategy process to determine the best route for a business to grow and develop. The resultant financial forecast and business plan may lead to the need for further fundraising, an acquisition or disposal, specialist tax advice or revised management structure. The aim is to ensure the business is meeting the owner’s objectives.
We act as lead advisors and offer transactional support to a variety of clients, from MBO teams to individuals and from investors to funders. We assist in the negotiation of price, advise on the most appropriate deal structure dependent upon client needs, advise on tax implications and assist in fundraising, due diligence and project management.
Companies need a goal and a plan on how to achieve it.
Campbell Dallas Corporate Finance provides Partner-led advice to shareholders and their boards to develop a strategic plan to maximise shareholder value through growth, towards future exit, or simply to ensure goal alignment between shareholders and their boards.
Typically, we lead and facilitate a strategy session with shareholders and their board, with the outputs being an agreed strategic plan to guide key decision making and in daily business operations.
Graham is Head of Corporate Finance in Scotland and is a well recognised and respected figure in the Scottish business community.
He brings a wealth of experience and business contacts in Scotland and across the UK in corporate finance, private equity, banking and corporate recovery to the firm.
Graham’s expertise is in advising and funding private equity backed management buyouts, acquisitions, disposals, business expansion and strategy in deals typically in the £5-150m Enterprise Value range, working with Private Equity Houses, companies, management teams and individuals. He also has experience in Corporate Recovery and Project Finance/PFI. He has worked with businesses from £1m turnover to over £500m; and with SMEs to fully listed PLCs, across a range of sectors.
Chris is Managing Partner and is an established figure in the Scottish Corporate Finance community with over 20 years experience. He specialises in lead advisory and transaction support work for owner managed businesses and has advised on over 100 corporate transactions involving both fundraising and acquisition execution.
Fiona has significant experience in both corporate finance and corporate restructuring & advisory. Specialising in lead advisory assignments, Fiona has experience in all aspects of corporate finance work including acquisitions, disposals, financial modelling, and strategic reviews, with transaction credentials in the oil and gas industry, both in the UK and the Middle East. Fiona has worked with a range of clients including small owner-managed businesses, private equity firms and companies with a turnover of more than £250m.
Prior to joining Campbell Dallas, Andrew worked with a global consulting firm in their turnaround and restructuring services. He brings with him a wealth of experience in advising management and stakeholders of owner managed businesses and corporates on a number of strategic solutions across a range of sectors, including construction, retail and professional services. Andrew also has considerable debt advisory and financial modelling experience.
Alastair joined Campbell Dallas in January 2014, working in the Audit department, building on existing experience of Audit gained at a Top 10 national firm. In early 2015, Alastair moved into the Corporate Finance team, combining a strong skill set and excellent technical accounting knowledge with commercial focus.
Alastair currently specialises in lead advisory and transaction support work, having worked on a number of acquisitions and disposals, fundraising, restructuring and financial modelling assignments. This has involved him working with Banks, Private Equity Houses and acquisitive Corporates.