Capabilities – Laeceum | Financial Advisory Boutique

Not a jack of all trades

We are a specialist financial services advisory and consulting boutique with a sector agnostic SME Data & Analytics capability

Strategy

Our Strategy services provide mission critical support to senior decision makers looking to devise, execute, accelerate or adjust their strategic agenda.

From conception to implementation, we design, deliver and drive corporate strategy through the client organisation.

Working fully in sync with client teams, we form robust revenue growth plans, cost-out programmes and profitability enhancing initiatives. Good strategy is not the preserve of the boardroom. We bring strategy from the boardroom to the shop floor and make it permeate every level of our client’s businesses.

Sometimes, organic growth cannot deliver the required step-change in performance. Growth through acquisition is a key source of value but must be considered throughout the value chain from ‘idea to integration’ in a holistic and iterative approach.

We plug skills and capability gaps in client organisations and act as both trusted advisor to the board of directors as well as an M&A origination and strategy execution & integration task-force.

Sometimes just good old fashioned desk-based research is all that’s needed. Be it to refresh an existing body of market or competitor analysis, to validate an emerging hypothesis or to assess new market entry viability and attractiveness.

Our reports are insightful and user-friendly with detailed appendices and a pithy executive summary.

Advisory

Our Advisory services provide vendors and acquirors with a proven approach to move swiftly from preparation through to completion with light touch involvement from the Principal.

For acquirors, our buy-side M&A service identifies potential acquisition targets and accelerates the diligence, structuring, negotiation and completion phases with hands-on support at the coal-face.

Working directly with the CEO, we work at pace to identify, engage and transact with suitable targets following extensive market screening, financial and operational due diligence, management meetings and heads of function workshops and challenge sessions.

Our sell-side M&A service assists vendors looking to realise a full or partial exit and our privileged network and access means that we are able to identify a unique range of potential suitors from local and non-local markets drawn from both public and private spheres.

We focus on maximising value for our clients whilst at the same time minimising any trailing risk or liability by identifying and engaging the most suitable potential buyers from the UK, Europe, Asia and the US.

We provide mission-critical M&A support services to CEOs and deal teams to plug internal capability and resource gaps or to provide time critical support anywhere from pre-deal due diligence to Closing.

Intensive and focused, we provide an on-demand service into coporate centre functions to accelerate in-flight transactions either on the sell-side or buy-side.

We help founders, owners and management teams devise and execute fundraising campaigns for Angel to pre Series A funding rounds.

With access to various pools of professional capital and crowdfunding expertise, we build and execute bespoke campaigns to raise capital discreetly or more publicly depending on the nature of the mandate and the client’s preferences.

We work with corporates and SMEs on credit rating optimisation initiatives and to help them access a broad range of debt capital providers ranging from bank and non-bank lenders to funds and financial sponsors.

Supporting CFOs and FDs, we devise and explore optimal funding structures to optimise terms and minimise risk.

We work with a carefully curated network of specialist private equity funds and boutique asset managers to access pools of capital from a network of entrepreneurs, family offices and institutional investors based in the UK, Europe, Asia and the US.

Our understanding of different investor preferences and criteria enables us to build a rich narrative to position our clients’ investment opportunities in the most compelling manner.

SME Data & Analytics

Our bespoke analytical and modelling tools help clients rapidly and robustly identify high potential customers, augment their internal credit and underwriting processes, and, develop cutting edge market and competitor intelligence.

Our forward-looking algorithmic propensity models can help early identify pockets of overperforming or underperforming companies within the UK SME market. We work with clients to understand what ‘good looks like’ in terms of target prospects and bottom up, we then engineer Machine Learning powered algorithms to identify these prospects on a recurring or one-off basis.

Not a jack of all trades

Strategy

Advisory

SME Data & Analytics

Clients

bunq

Shawbrook Bank

BMO Global Asset Management

© 2023 Laeceum

91 Wimpole Street, London, W1G 0EF