Financial Advisory
We are built for the moments that matter most
Some moments define the entire trajectory of a business. An acquisition that reshapes the market position, a strategic exit timed to maximise value, a major financing that unlocks the next phase of growth or even a restructuring that sets the foundation for what comes next. These are not ordinary decisions. They are inflection points that demand the highest level of financial expertise, strategic clarity, and counsel a business can genuinely trust.
We are the advisors that businesses turn to when the stakes are at their highest. We bring deep technical knowledge and sector-specific insight to every mandate, working closely alongside our clients to navigate complexity, anticipate risk, and ensure that they are positioned to seize every opportunity that matters.
What we do
Our advisory practice is structured around the defining events of our clients’ business lifecycle, delivering independent, high-conviction counsel at every stage.
Transaction Advisory and M&A
From origination and structuring through to execution and post-deal integration, we provide comprehensive transaction advisory for both acquirers and sellers. Whether our clients are pursuing a strategic acquisition, preparing for a disposal, or evaluating a merger, we bring the analytical rigour and deal experience to see it through from first conversation to final close.
Financial Advisory
A compelling, credible financial forecast is one of the most powerful tools a business can have. We work with clients to build robust, financial models and comprehensive business plans that reflect the true potential of their organisation. Whether the goal is to secure investment, support a strategic decision, or provide a clear operational roadmap, our work gives leadership teams and their stakeholders the financial visibility to move forward.
Our Approach
Great financial advisory is not about templates or standard playbooks but about understanding what makes a business singular and building a strategy around that.
We start by listening. Before we advise, we invest the time to understand our clients’ organisation, their stakeholders, their risk appetite, and their long-term objectives. Every recommendation that we make, every model that we build, every conversation that we have is oriented toward one thing: our clients’ specific ambitions and what it takes to achieve them.
We deliver advice that is genuinely tailored to every specific problem our clients came to face. Each mandate that we accept receives bespoke, independent counsel built around our clients’ unique circumstances and the realities of their market.
This level of advisory demands experience that cannot be faked. We provide our clients with years of transaction expertise, sector depth, and a network that opens doors others cannot. Wherever our clients are based, and wherever their opportunities may be, we have the capability and the conviction to deliver.
Case Study
Business Planning & Company Profile Development
How we delivered a full-spectrum, seven-workstream advisory mandate for an early-stage start-up:
THE BRIEF
PRODUCT WITHOUT A STRUCTURE
The founding team had validated their concept and secured initial customers, but lacked the documentation, financial framework, and positioning required to operate with a long term vision and present the business credibly to partners and stakeholders.
They needed an advisor who could work across the full picture.
WHAT WE DELIVERED
WORKSTREAMS
Business Plan
Full narrative document from executive summary to operational detail, structured for strategic use
Market Analysis
Demand drivers, competitive landscape and TAM sizing within the target segment
Business Model Definition
Business Model Canvas, revenue stream analysis, unit economics, and scenario comparison
Go-to-Market Strategy
Customer segmentation, acquisition channel prioritisation, pricing strategy, and sales cycle mapping
Financial Projections
Bottom-up 1 to 3 year model covering revenue, costs, cashflow, and break-even across different scenarios
Operational Plan
18-month milestone roadmap, team structure, and product roadmap
Company Profile
Vision, mission, values, founding team bios, and a professional company introduction for external use
“The work gave us a clear picture of where we stood and where we were going. We finally had the structure to make decisions confidently and present the business properly.”
Founding CEO
OUTCOME
GUIDANCE FOR IMMEDIATE ACTION
For the founders
Financial model adopted as the core planning tool
GTM strategy implemented in the Year 1 commercial plan
Clear milestone framework for the next 18 months
For the business
Company profile published on the website within two weeks
Competitive positioning used in three partnership conversations
Full documentation suite ready for future use
Need in-depth advisory for your business?
“Working with Lenore and Blue Roses Advisory has been a fantastic experience. Belle's professionalism and insights truly made a positive impact on our project. I highly recommend her services!”
PROTACTIX
Speak to us
Whether the goal is a transaction, a business plan, or a financial forecast that would open doors , we’d be happy to help !
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