Why Gerald Edelman?

Gerald Edelman differs from other firms in that our transaction services are infinitely flexible and tailored to your exact needs.

The technical expertise of our transaction services team in due diligence, business valuations, financial modelling, and transaction structuring is underpinned by real experience in working on deals of all sizes. As a team, we pride ourselves on exceptional client service and swift turnaround times, working tirelessly to get projects over the line in the required timeframe and pushing deals to completion.

Get in touch via the ‘Contact’ button above to discuss your situation with one of our advisors, or discover more about how we can help realise your business goals below.

How can we help?

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Due diligence services

We investigate the financial performance and state of affairs of the business you wish to acquire, sell or invest in. Our flexible-scope approach allows us to cut through the noise and report succinctly on the key matters and risks.

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Business valuation services

We undertake valuations of ordinary shares and more complex securities ahead of transactions, management incentive schemes, or in connection with litigation. For more information on the latter, please visit our Forensic & Expert Witness page.

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Financial modelling services

We build robust integrated financial models that are tailored to your objectives and provide a solid foundation for forecasting and budgeting.

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Management incentive schemes

We are skilled in devising and implementing efficient management incentive schemes, designed to engage senior management beyond salary.

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Transaction structuring

We identify and deliver tax efficiencies prior to purchasing or selling assets.

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Raising debt finance

We help you find the right sources of financing for your business, be that bank debt, bond issuance or equity, whilst also managing the process of implementation.

What happens next?

If you’re currently pursuing a business purchase, sale, fundraising or any other type of transaction, it always pays to arrange a free consultation with one of our expert advisors to discuss your current situation and objectives.

Led by Carl Lundberg, our transaction services team offers complete transparency over fixed fees and will work closely with you to determine the best approach for your next transaction. Working closely with our deal advisory team on the likes of M&A, due diligence and corporate finance, we have built a reputation for delivering exceptional results at high speed and always provide straightforward advice in plain terms, no matter how complex a deal may be.

We’d be happy to arrange an initial consultation with you over the phone or at our Cornhill office in the City of London – simply fill in the enquiry form above or contact us on +44 (0)20 7299 1400 to speak to one of our corporate finance advisors.

Meet the team

"My main specialisms are corporate finance and forensic accounting. I am also a member of the Academy of Experts and am regularly engaged as an expert witness in civil and criminal cases."

"Most of my work involves transactions, such as undertaking buy-side financial due diligence in connection with an acquisition, negotiating and advising on a sales purchase agreement on the sell-side, & everything in between.'

Client story 

Freddie's Flowers is a UK-based flower delivery & subscription service. Since 2014 they have seen their popularity grow as seen in their 2020 sales of a massive £26 million. 

Read more about how our Transaction services team supported Freddie's Flowers in the launch of their 'Flower bond' raising a total of £4.8 million. 

 

Frequently Asked Questions

What are the benefits of working with a Transactions advisor?

There are many complex, time-consuming and potentially hazardous aspects involved with a business transaction. An expert corporate finance advisor can assess every angle of a potential acquisition to determine the benefits, liabilities and maximum value that you stand to gain.

What type of business purchases do you specialise in?

Our department provides a full range of transaction services, including mergers, acquisitions, buy-ins and buy-outs. Within this, our expertise covers the areas of due diligence, business valuations, financial modelling and much more.

Do you offer accountancy services?

Yes, Gerald Edelman is a firm of chartered accountants. We are heavily focused towards the provision of advisory services but offer a broad range of professional services, including those of a more traditional firm of accountants. Our clients find this to be an incredibly valuable and convenient solution as they don’t need to engage another firm to cover their accountancy needs.

How do our fees work?

Our fees are agreed upfront in line with an agreed scope. Our scope of work is fully tailorable, meaning our fees are flexible, which is a benefit of our agile and entrepreneurial team.

At what point in a transaction should we engage with you?

We would recommend that you get in touch with us when you are first considering any type of transaction. This will allow us to advise you on the best route for your business, minimising wasted time and fees. However, we offer our services at all stages of the transaction.
 

To speak to our team, call us or send us a message using the following form and we will be in touch.

T: +44 (0)20 7299 1400

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