Situation
Our client was a PE backed multi-region and multi-currency IT contracting business. Management required a locally owned budgeting and forecasting model to support the refinancing.
Swan Actions
- Developed budgeting templates for regional population
- Developed a financial model to consolidate the regional templates and enable scenario analysis
- Developed management case and bank case
- Stakeholder management of sponsor, management, lenders and their advisors
Outcome
- The business was successfully refinanced
- The forecasting and budgeting process was integrated into the Company
- Subsequently Swan were engaged to develop a short term cashflow model
Client Testimonials
Swan Partners are fast workers, down to earth and sensibly priced. I have not met people in 25 years of doing transactions who do it better.
– CEO, FTSE250 Insurance Company
The team’s support was invaluable throughout the acquisition process and I would recommend to anyone to use them in the future.
– CEO, FTSE250 Oil & Gas Company
