Success Stories
We’re trusted modelling advisors across a wide range of business industries, including 10 FTSE 100 companies and Fund Managers with over £1.75 Trillion of assets under management.
  • All
  • Model Audit
  • Reporting and FP&A
  • Transactions
WorldRemit Case Study
Reporting and FP&A

WorldRemit

Implementing a new business platform for the online money transfer service, with a redesigned and optimised suite of forecasting processes, analysis tools, approval processes and reports.

Paybreak - Success Story
Reporting and FP&A

Paybreak Ltd

Relieving time pressure on the financial controller of this rapidly growing Fintech lender, while enabling the CFO to instil greater confidence in the company’s lending banks.

Infrastructure Fund Success Story
Model Audit

Infrastructure Fund

Giving confidence to the lenders to a leading Infrastructure Fund regarding the forecasts of an acquisition target.

Reporting and FP&A

T.M.Lewin

Developing an integrated financial model to address the challenging operational and strategic questions faced by the British menswear retailer.

Model Audit

Stagecoach Rail

Providing a modelling best practice confirmation report for the rail company’s bid for the Thameslink, Southern and Great Northern franchise.

Model Audit

Severn Trent Water

Reviewing the British water services company’s pricing models after the acquisition of Dee Valley Water, before reporting to the regulator OFWAT.

Transactions

Nord/LB

Enabling one of Germany’s largest commercial banks to determine their funding requirements and optimise their sources of funding.

Transactions

Just Eat

Developing an integrated profit and loss, balance sheet and cashflow model to support the online takeaway delivery giant’s proposed £6.2bn merger deal.

Transactions

Avios

Helping the FTSE 100 aviation group IAG carve out its loyalty and rewards points programme from BA and Iberia into a separate entity.

James Davis CFO

Listen to – The Forward Thinking CFO Podcast

Episode 4 with james davis