Caldey Corporate Finance

Caldey Corporate Finance

Is an independent deal advisory firm that develops enduring, trusted relationships with entrepreneurs and business owners to support them on their journey to optimise the value of their business. Through expertise, knowledge, thought leadership and a considered, bespoke approach, we are committed to deliver outcomes with the objective to exceed expectations.

Strategic Advice

Understanding what clients want to achieve and through investing time in their business, identify strategies and actions that create the ‘Journey to Value’ to achieve our clients’ objectives.

Sales

Caldey creates a compelling, robust story of the current status of the business and its future potential; we create a ‘need’ for the buyer(s) and deliver the best price to our clients.

 Raising Finance

Defining what is credible and acting as ‘translators’ where required – ensuring existing business information is credible and delivers a ‘backable’ plan, whilst sourcing the right funders for the right opportunities. 

 Managing Buyouts

Caldey, though acting for management in most instances, sits in the shoes of all parties and considers all aspects of the opportunity to deliver a structure that works for all parties, taking often very complex scenarios and creating clear outcomes for the benefit of all.

 Acquisitions

Caldey both sources acquisition targets and identifies how/why an acquisition could deliver value and creates compelling rationales for the deal.

 Our Focus and Approach

Our focus is to advise and support entrepreneurs through their journey to value and the achievement of their objectives.  Whatever sector, entrepreneurs face similar issues surrounding growth strategies, financing and making their business as attractive as possible to future suitors.

 With its combined advisory and operational expertise, Caldey’s approach can be an ‘outside-in’ and/or an ‘inside-out’ approach, providing invaluable insights leading to excellent results for business owners and entrepreneurs. 

 We work across most industries and sectors including technology (software, IT services and solutions), business services, healthcare, property and construction, industrials and consumer products.

 Adrian Dray

Founder of Caldey - has 30 years of advising entrepreneurs and investors across a multitude of sectors, from fund raising, acquisitions, strategic advice to eventual sale in all stages of the economic cycle. Adrian’s particular expertise is in financial models, business plans and complex deal structures and has delivered success in over 200 transactions.  Previously, Adrian was a Partner at KPMG leading the Thames Valley region; he left KPMG and set up a practice building it to ten partners and employees before exiting to set up Caldey, which is focussed on helping entrepreneurs and business owners with deal values in the region of £5 - £30m.

 Janine Vitali

Has over twenty years’ experience of senior leadership and consultancy roles, with a focus on business restructuring, transformation, acquisitions and growth. She has in-depth knowledge of formulating and implementing successful commercial, people and operational strategies and has worked with privately owned and private equity backed businesses for the last 20 years.  

 For more information, please contact us.