I was recommended to contact Jeremy by our majority owner who had seen Jeremy in action with one of their extremely successful investments. Our business had been significantly expanding and we required support in identifying challenging areas within. We had also been going through constant changes in the finance team.
Jeremy assessed the business in several elements and assisted me to understand where profits were being made and lost. Jeremy helped us go through various stages to recruit a finance department, which included additional skills such as financial operations analysis. This has enabled me to manage how these elements are run and to understand the key performance indicators on which to monitor progress. Jeremy also organised additional funding. This gave us much better liquidity. This then let us concentrate on taking the business forward and not be deflected by cash flow issues. The owners are also more understanding of the different aspects of the business, which has led to positive discussions as to how to develop.
I can thoroughly recommend Jeremy where there would be a benefit from a fresh pair of eyes. Jeremy’s background is unusual. His professional life has been spent in taking businesses forward whether it is using his considerable venture capital experience, senior FD time or as a Corporate Financier. He knows how banks and investors think and to manage these aspects well. He was able to gauge how much time to spend with us varying from a few days a week at some points to a day or so a month at other times. This has made his input cost effective over a longer period. ”
— Managing Director, Wind Turbines, November 2021
“Shareholder Support & Valuation for a Minority Share Prejudice Claim
When I decided to leave the Company I had helped form, it became clear there would be an issue with the majority shareholders on how to realise my shares. A relative suggested speaking to Jeremy.
In the initial conversation, Jeremy explained the steps to protect my shareholding and how to obtain a sale. There quickly followed an introduction to specialist litigation solicitors, a barrister and estimate of share value.
Jeremy valued my holding on several occasions as information became available. He also made himself available to answer my queries when I needed to understand items for discussions with my legal team. This enabled me to ask the right questions during my discussions with the lawyers and barrister. Jeremy proved skilled in valuing the Company in a way which was easily understood, whilst withstanding barrister scrutiny. He was adept at assessing the personalities of the majority shareholders, which helped me to discuss with the lawyers how to react to offers for my shareholding.
This experience took 16 months with dramatic low’s, a resultant high and I can thoroughly recommend Jeremy for this type of situation.”
