Corporate Finance Services

Where smart decisions lead to real results

Every deal is a turning point. Whether you’re buying, selling, raising finance, or preparing for the future, the right insight at the right moment makes all the difference. Our Corporate Finance team helps you see clarity where there is complexity, foresight where there is uncertainty, and build confidence where the stakes are highest.

OUR APPROACH

Helping you see the bigger picture

We work alongside you, not just as advisers, but as partners who understand your business, anticipate what matters, and help you make the right strategic decisions. With clarity, insight, and practical support at every step, we help you cut through complexity and position your business to thrive.

Clarity through precision

We don’t just provide reports, we anticipate what matters most, act with precision and help you to see opportunities and risks you might miss with practical recommendations.

Guided decision-making

With hands-on delivery from experienced advisors, we help you to uncover the real story behind your numbers, providing you with insights and recommendations that make strategic decisions clear and actionable.

End-to-end support

From due diligence to deal completion, we walk every step with you. We manage the process, remove friction, and help you secure outcomes on the right terms.

Integrated expertise

By combining our expertise across finance, tax, IT and more, we’re able to help you see the bigger picture so you can act with foresight and confidence.

OUR APPROACH

Helping you see the bigger picture

Life at Ballards is about more than the work we do. It is about the way we do it together. Our culture is shaped by values that guide how we collaborate, innovate, and grow as one team.

Clarity through precision

We don’t just provide reports, we anticipate what matters most, act with precision and help you to see opportunities and risks you might miss with practical recommendations.

Guided decision-making

End-to-end support

From due diligence to deal completion, we walk every step with you. We manage the process, remove friction, and help you secure outcomes on the right terms.

Integrated expertise

By combining our expertise across finance, tax, IT and more, we’re able to help you see the bigger picture so you can act with foresight and confidence.

OUR Corporate finance SERVICES

Transforming ideas into results

On their own, each solution delivers measurable value. Together, they create a powerful, interconnected approach that transforms ideas into tangible results. By working with us, you gain a partner who helps you see the full picture, ensuring that every decision and every action takes you closer to your goals.

Let’s talk

Financial, Tax & IT due diligence

When acquiring or investing in a business, understanding the true financial picture is essential for accurate valuation. Our thorough due diligence process provides a clear view of underlying performance, future prospects, and potential risks, equipping you with the insight and confidence to make informed decisions.

Quality of earnings and cash generation

Working capital analysis and adjustments

Historical and forecast performance review

Tax exposures, structures, and contingencies

IT systems, data and cyber security risks

Lead advisory (M&A)

We guide business owners, boards, and investors through disposals and succession planning. Acting as the lead adviser, we guide you through the full sale process, managing every step to ensure a smooth, well-coordinated experience that positions you to achieve the best possible outcome and maximise value.

Strategic options review and deal preparation

Buyer/investor identification and approach

Information memoranda and marketing materials

Managing the data room and process timetable

Negotiation and completion support

Vendor assistance

To ensure a smooth, well-coordinated, and efficient transaction process, we will provide comprehensive vendor assistance across all stages of the buyer’s detailed due diligence. Our role is to support management, streamline communication, and help maintain momentum throughout the review, enquiry, and negotiation phases.

Provide support across all due diligence work streams including financial and legal

Support responses to buyer enquiries and information requests, easing team pressure

Serve as main contact between buyer advisors, management, and stakeholders

Detailed tax review and guidance on general terms delivered to the company

Detailed shareholder advice where required

Business valuations

We provide evidence-based, independent, and robust business valuations to support transactions, strategic planning, and informed decision-making. Tailored to your company’s specific circumstances, our valuations help owners, investors, and boards understand true business value, manage risks, and optimise outcomes.

M&A transactions and fundraising

Shareholder planning and disputes

Employee share schemes (EMI and others)

Strategic business planning and growth evaluation

Risk assessment and scenario analysis for informed decision-making

Performance improvement & exit readiness

We help businesses build stronger, more resilient operations that are fully prepared for a successful future exit. By focusing on efficiency, profitability, and strategic planning, we ensure your business is optimised for growth, attractive to potential buyers, and positioned to maximise value when the time comes.

Working capital and cash flow improvement

Operational, IT, and cost efficiency reviews

Upgrading management reporting and KPIs

Governance and internal control enhancements

Exit readiness reviews to identify and fix value gaps

Expert witness - including tax opinion and liquidity

Financial modelling

We design and build robust financial models that stakeholders and investors can rely on. These models support day-to-day operations, provide clear insights into performance, and inform critical business plans and strategic decisions, helping your business operate efficiently and make confident, data-driven choices.

Fully integrated profit, balance sheet, and cash flow forecasts

Transaction and deal models

Scenario and sensitivity analysis

Debt capacity and covenant modelling

Independent model reviews

Fundraising advisory

We work closely with you to secure the right funding on the right terms for you, ensuring you have the financial strength, clarity, and stability needed to pursue your ambitions. With expert guidance and proactive support throughout the process, we help you to focus on growing your business with confidence.

Reviewing funding options and structuring

Preparing investor materials and forecasts

Accessing equity, debt, or hybrid funding

Negotiating term sheets and managing investor processes

Ongoing monitoring and analysis to optimise financial performance and strategy

Meet our corporate finance specialists

Our corporate finance team brings together deep transaction expertise and a practical understanding of what you want to achieve. Working closely with you, we provide clear, tailored guidance, whether you're identifying the right opportunity, preparing to sell, managing risk, or navigating the complexities of a deal from start to finish.

Get in Touch

Great decisions start with a conversation

Let’s start the conversation today. Whether you have a question, need expert advice, or want to explore how we can support your business, our team is here to help.

Let's talk

Client stories

The speed of knowing in action

Case Study

Project Halo - Groupe Deslog Financial, Tax and IT Due Diligence

Ballards partnered with Groupe Deslog to conduct a comprehensive financial, tax, and IT due diligence for the acquisition of NFS360. This strategic move aimed to expand Groupe Deslog's presence in the UK market by acquiring a reputable business in the northeast of England. The due diligence process was crucial in assessing the investment's viability, identifying potential risks, and ensuring a smooth transition post-acquisition. Ballards' expertise in corporate finance, tax, and IT provided valuable insights and recommendations, safeguarding the investment and setting the stage for future growth opportunities.

Case Study

Project Metal - Sale of Allied Copper Alloys Ltd to Lebronze Alloys

In this case study, we explore the strategic sale of Allied Copper Alloys Limited, a leading UK supplier of stainless steel and copper alloy strip products, to Lebronze Alloys, a French company backed by private equity from Astorg. Ballards played a pivotal role as the lead advisor, managing the entire sale process for Aca (Midlands) Holdings Limited and its owner, Chris Wickett. This transaction highlights Ballards' expertise in corporate finance, showcasing their ability to navigate complex negotiations and due diligence, ensuring a seamless transition and optimal outcomes for all parties involved.

Case Study

Project Halo - Groupe Deslog Financial, Tax and IT Due Diligence

Case Study

Project Metal - Sale of Allied Copper Alloys Ltd to Lebronze Alloys

Case Study

Project Solihull - Harrold Jones Services sale to Ventro

Harrold Jones Services (HJS), a prominent Midlands-based provider of electrical, security, fire compliance, and building refurbishment services, embarked on a transformative journey with Ballards. Tasked with facilitating the sale to Ventro, Ballards' expertise was pivotal in ensuring a seamless transition. This case study delves into the strategic approach adopted by Ballards to streamline the sale process, mitigate risks, and enhance shareholder value. By leveraging their corporate finance and tax acumen, Ballards played a crucial role in maintaining business continuity and achieving a successful transaction outcome for HJS.

Case Study

Project Halo - Groupe Deslog Financial, Tax and IT Due Diligence

Case Study

Project Metal - Sale of Allied Copper Alloys Ltd to Lebronze Alloys

Case Study

Project Solihull - Harrold Jones Services sale to Ventro

FAQs

What makes your approach different from other advisory firms?

We combine deep expertise across finance, tax, IT, and operations to provide integrated, practical advice. We focus on the whole business, anticipate what matters most, and deliver hands-on support that turns insight into action.

Can you help with both buying and selling a business?

Yes. We act as your lead adviser for acquisitions and disposals, guiding you through strategy, negotiations, marketing, and completion whilst clearly explaining any complexities involved. Our end-to-end support ensures a smoother process and helps you achieve the best possible terms.

Do you offer international corporation tax advice?

How can you support businesses preparing for growth or exit?

What industries do you specialise in?

Our team has experience across a wide range of sectors, including professional services, manufacturing, retail, medical, childcare, care homes and logistics. We combine sector knowledge with deep technical expertise to deliver advice tailored to your business.

Who will I work with throughout the process?

You’ll have direct access to experienced advisers, including corporate finance, tax, and IT specialists. Our senior-led approach ensures consistent guidance and hands-on support from start to finish.

How do I start corporate finance with Ballards?

You can contact us directly to arrange an initial conversation with one of our specialists. We’ll take the time to understand your organisation, discuss your challenges, and outline how our services can best support your goals.

Expertise that adapts with you

Through the Ballards Group, you gain access to a wide range of expertise, allowing you to bridge knowledge gaps, uncover opportunities, and benefit from proven best practice.

Corporate Finance Services

Where smart decisions lead to real results

OUR APPROACH

Helping you see the bigger picture

Clarity through precision

Guided decision-making

End-to-end support

Integrated expertise

OUR APPROACH

Helping you see the bigger picture

Clarity through precision

Guided decision-making

End-to-end support

Integrated expertise

OUR Corporate finance SERVICES

Transforming ideas into results

Financial, Tax & IT due diligence

Lead advisory (M&A)

Vendor assistance

Business valuations

Performance improvement & exit readiness

Financial modelling

Fundraising advisory

Meet our corporate finance specialists

Rich Grover

Martin Adams

Rob Burns

Get in Touch

Great decisions start with a conversation

Client stories

The speed of knowing in action

Case Study

Project Halo - Groupe Deslog Financial, Tax and IT Due Diligence

Case Study

Project Metal - Sale of Allied Copper Alloys Ltd to Lebronze Alloys

Case Study

Project Halo - Groupe Deslog Financial, Tax and IT Due Diligence

Case Study

Project Metal - Sale of Allied Copper Alloys Ltd to Lebronze Alloys

Case Study

Project Solihull - Harrold Jones Services sale to Ventro

Case Study

Project Halo - Groupe Deslog Financial, Tax and IT Due Diligence

Case Study

Project Metal - Sale of Allied Copper Alloys Ltd to Lebronze Alloys

Case Study

Project Solihull - Harrold Jones Services sale to Ventro

FAQs

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Expertise that adapts with you

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