Coronavirus has caused upheaval to us all in our personal and business lives.
Successful businesses have faced revenue and cost challenges, reduced cash flows, disruptions to their supply chains whilst managing teams online. While other businesses have been successful but face the challenge of finding capital to support rapid growth.
We do not shrink from the challenges businesses face. Whether it is access to capital, strategic advice, insights or access to corporate finance services the team at James Stocks & Co is ready to help.
Finance: Short term and emergency funding
We have a successful track record of sourcing debt and equity capital. This can be short-term bridge funding, debt funding, long-term funding, permanent equity capital or emergency funding.
We have successfully secured Coronavirus Business Interruption Loan Scheme (CBILS) funding for our clients from different banks. Testimonials include:
“Our bank manager said that your figures and presentation played a huge part in swinging it in our favour”.
Director, knowledge based business
“I would like to offer my sincere thanks. Your vision, positivity and capability helped us win this”.
MD, global design consultancy
Government loan support programmes have been extended until 31st January 2021.
Exit: Optimising cash realisation
We work with clients to increase net cash realisation on exit. A sale may arise for a number of reasons including:
- retirement / succession of a family owned business
- disposal of an ‘orphan’ subsidiary to focus operations
- industry consolidation in a drive for scale
- financial distress
- liquidity requirement of shareholders
- an approach from a strategic buyer
James Stocks & Co works with clients to prepare their businesses for sale and to structure the process and the transaction to optimise the outcome.
With a potential increase in capital gains tax looming, it may be prudent to accelerate the timing of the sale of a business.
Restructuring: Strengthening the balance sheet
We have helped clients to refinance indebtedness that needs to be rescheduled and sell assets to generate needed liquidity.
Strategy: Journey from survival to growth
Challenging times bring about a reassessment of the drivers of a client’s business and in some cases the entire business model. Agile and creative thinking is required to find and build a route forward. The journey may require you to:
- raise additional funding
- review compliance with debt and other covenants and covenant testing
- redefine financial targets and key performance measures
- improve operations
- enter new product markets
- expand geographically
- grow market share
James Stocks & Co’s sector knowledge and operating experience equips us well to advise businesses on all of the above, as well as strategy, systems and processes for a route to growth.
James Stocks & Co is a merchant banking group with an established track record of performance that provides a full suite of corporate finance services including; debt and equity capital raising, corporate strategy, shareholder advisory, private and public capital advisory, mergers and acquisitions (buying and selling), restructuring, valuations and exit planning and execution. We offer a bespoke service and tailor solutions to the needs of our clients. Our clients come first in everything we do from providing a first class service coupled with preeminent advice to unique insights and efficient implementation and execution.
We are sector agnostic but focus on three main areas:
- Real Estate
We have the knowledge and expertise to advise clients large and small, public and private across a variety of industries and geographies. We apply our broad experience set to simplify complexity and optimise outcomes. Our perspective and insights are based on experience and research. We master the details of our clients’ businesses to deliver straightforward optimised solutions.
Access to Capital
We have a large investor base and network that includes alternative credit and special situation funds, private equity, banks, VCTs, HNWI and Family Offices. We understand the investment appetite and guidelines of each of these groups.
Value Added Through Relationships
Our unique approach to delivering investment banking advice, through long term client relationships, creates value. We are exceptionally client centric and ensure senior level attention to all aspects of projects. We go to great lengths to understand a client’s objectives and where we can add value. In our dealings with clients, we operate with integrity, respect and ensure that at all times we discharge, to the highest threshold, our duty of care to our clients.
While we believe in traditional values our approach is leading edge. We are thorough, rigorous and agile which allows us to so see beyond the immediate transaction to develop strategic solutions that drive growth.