French Duncan Corporate Advisory ("FDCA") is one of Scotland’s leading Corporate Finance teams.
Our award winning team (Advisory Team of the Year, Scottish Accountancy Awards 2012) is led by Graeme Finnie, an experienced Corporate Financier who has also led and grown businesses outwith the profession and is also French Duncan’s Managing Partner. Graeme is assisted by an experienced senior team including Iain Walker, Graeme Smith, Marc Vosilius and Gordon Burns.
FDCA specialises in advising small, medium and large sized entities in a variety of areas including:
Purchase and Sale of Businesses
Making the right move at the right time can be the key to success and French Duncan Corporate Advisory is well placed to assist you through the complex and often emotional process of buying or selling a business, undertaking a management buy-out, a management buy-in, or some form of joint/corporate venture.
We can support you and your team in the following areas:
- Ensuring that your business is “fit for sale”.
- Leading and managing the transaction to allow you to continue to focus on the day to day business.
- Collation of information and, if required, preparing an Information Memorandum.
- Identification of potential acquisition targets and acquirors.
- Negotiation of terms with the prospective seller/purchaser.
- Tax planning.
- Due diligence, either undertaking due diligence in the case of a purchaser or managing the process.
- Sourcing funding.
- Liaising with your legal representatives in completing the transaction.
Due diligence investigations are a necessary element of any business acquisition or financing round. A well delivered report provides the appropriate support information and underpins the winning of backer’s confidence.
French Duncan Corporate Advisory has an experienced and highly commercial due diligence team. Unlike many of our competitors, our team has experienced life outwith the accountancy profession, in commercial entities at MD and FD level and in the banking and public sector funding world. We are therefore well qualified to provide a comprehensive, insightful and commercial diligence service.
Our recent work includes:
- Due diligence on an acquisition target.
- Due diligence on a number of potential licensees for new technology.
- Due diligence on a number of companies seeking funding, both public sector funding and private sector.
FDCA will work with you in ensuring that the due diligence is correctly focussed and delivered in an efficient and cost effective manner.
FDCA also assist in the areas of pre-investment due diligence or post-investment monitoring on behalf of institutionally managed private equity funds and other investors.
Efficient and effective business planning is key for both new and established organisations, allowing management to focus on the important issues both now and in the future.
French Duncan Corporate Advisory can assist you in preparing a business plan, be it for raising funding or simply as a management tool.
Prior to putting pen to paper, we will spend time in understanding your business, where the growth opportunities lie and where the issues are to be addressed.
With that knowledge, we will work with you in documenting your business and your future plans in a business plan document. We will also assist, as required, in preparing financial projections, reflecting the financial impact of your plans.
Having the right level of funding is the lifeblood of any business.
Recent years have heralded a radical change in the way that companies seek funds for investment and expansion. Prior to the downturn, most companies seeking to raise capital to fund growth would typically have approached their bank in the first instance and, thereafter, looked to supplement this finance with soft funding via a loan or a grant.
Many companies will instead now by-pass that traditional source of primary finance and go straight to alternative funding sources in the private and public sectors before subsequently approaching their bank to ascertain its willingness to plug any funding gap.
This volte-face in how finance is accessed has made those once secondary funders more active and prominent in the marketplace and prompted new funders to enter the market. The result of the emergence of these alternative forms of finance is that ambitious companies are now able to call upon a complex ‘cocktail of funds’ to help plug the funding gap.
French Duncan Corporate Advisory offer expert advice in raising funding and in particular, the aforementioned 'cocktail of funds' packages. We have expansive working relationships built up over many years, with private sector funding organisations.
Additionally and crucially in these current times, we have extensive contacts in the public sector, including grants, and quasi public sector funding organisations. Increasingly, these organisations have a key role to play in a business’s financing facilities.
FDCA will manage your fundraising from the development of a business plan through to introductions to financiers, be it equity, debt or grant and the negotiation of suitable terms.
French Duncan Corporate Advisory is Scotland’s leading advisor in the grants arena. Our expertise is evidenced in over £80m of Regional Selective Assistance grants that we have secured for clients over the last eight years.
We are active in sourcing grants across a wide range of business sectors for businesses at various stages in their life cycles. As well as RSA, we have been successful in securing SMART : SCOTLAND grants, and Food Processing Marketing Co-operation (“FPMC”) grants. We recently secured a £847k FMPC award for Malcolm Allan Limited, who commented that:
We have done a major project with French Duncan. They have been not only efficient and professional, but innovative and always constructive with a solution-based approach to problem solving which in these testing times is invaluable.
Gordon Allan, Director, Malcolm Allan Limited
We can provide help at all stages of your project from early stage planning to the application and offer process. Most importantly, FDCA will improve the likelihood of a successful grant application and maximising assistance.
Understanding the value of your business can be important in a variety of situations including the sale of a business, a shareholder dispute, incorporation or restructuring.
French Duncan Corporate Advisory has years of experience in valuing businesses, large and small, over a variety of sectors. We will invest time in fully understanding your business, its operation, its people and its financial performance as part of our valuation work. We will produce a comprehensive report outlining our methodology in arriving at our conclusions on value and are readily available to talk you through our report. If required, we can advise on any subsequent transaction, shareholder dispute or restructuring.
The French Duncan Corporate Advisory team is uniquely placed to advise you during challenging times in your business life, having had experience outwith the profession in cash constrained businesses. The ability to control a cashflow, liaise with creditors and maintain continuity of supply demands a particular skillset which the FDCA team possess.
We are well known to the high risk teams in the leading banks and where required can call upon the expertise of our Corporate Recovery Team.
H1 2018 achievements
Notable transactions include:
- Advised on Management Buy Out of a multi discipline contracting business.
- Lead adviser to an overseas purchaser of a branded hotel.
- Lead Advisor and due diligence on 3 care homes.
- Due diligence on a Hotel in Bournemouth.
Various other projects including fundraising, valuations and business planning.
- Advised on 4 hotels & hospitality and 4 construction/engineering transactions.
- Other sectors include: manufacturing, technology, healthcare and aerospace.