1. Strategic Finance Advisory
Turn insight into intentional growth.
We dig beyond the balance‑sheet to decode your competitive economics, model industry scenarios, and pressure‑test strategy against shifty macro forces like exchange‑rate swings and load‑shedding‑induced cost spikes. Expect:
- Market‑entry & diversification blueprints grounded in real‑time sector data.
- Board‑level decision memos that translate probabilities into plain‑English “go / no‑go” calls.
- KPI engineering so every rand on the P&L ties directly to value creation.
2. Capital Raising & Transaction Support
Funding that fits, not just fills, the gap.
Whether you’re courting angel investors, structuring a mezzanine tranche, or eyeing a JSE listing, we optimise the stack for cost, control, and covenant flexibility. Our team handles:
- Pre‑deal valuations and vendor due‑diligence packs.
- Information memoranda, pitch‑deck choreography, and data‑room management.
- Term‑sheet negotiation, closing mechanics, and post‑merger integration mapping.
Result: lower dilution, faster closes, and day‑one synergy capture.
3. Tax Optimisation & Compliance
South African regulations—decoded, defended, and delivered.
From Section 12B renewable‑energy allowances to thin‑capitalisation rules, we convert legislation into leverage. Services include:
- Annual and provisional returns across corporate, VAT, PAYE, and customs.
- Cross‑border structuring aligned with SA’s exchange‑control regime.
- SARS dispute resolution and voluntary disclosure programmes.
- B‑BBEE ownership and procurement structuring without value leakage.
4. Treasury & Working‑Capital Engineering
Cash should be the cheapest line of insurance you own.
Our treasury desk architects liquidity frameworks that absorb commodity‑price shocks and preserve headroom for opportunity buys. Deliverables:
- Rolling 13‑week cash‑flow forecasts and covenant‑breach early warnings.
- Hedging programmes for ZAR/USD, ZAR/EUR, and precious‑metal exposures.
- Optimised banking panels and fee renegotiations—average saving 18 %.
5. ESG & Sustainable Finance
Gain capital while doing good—and proving it.
Investors now benchmark not just IRR, but impact. We marry global ESG taxonomies with South Africa’s Just Energy Transition roadmap to craft:
- Green‑bond frameworks and sustainability‑linked loan KPIs.
- Carbon‑reduction pathways monetised through Section 12L incentives.
- Integrated reporting that survives both assurance audits and social media scrutiny.
6. Digital Finance Transformation
From Excel gridlock to AI‑driven foresight.
We deploy cloud ERPs, robotic process automations, and machine‑learning cash‑flow predictors—without paralysing operations. Typical scope:
- Finance process re‑engineering and system architecture.
- Vendor selection, implementation PMO, and change‑management training.
- Real‑time dashboards that let CFOs spot margin leaks before month‑end close.
Engagement Models
| Model | Ideal For | Highlights |
|---|---|---|
| Project‑Based | Specific transactions or one‑off challenges | Fixed scope, milestone billing, rapid mobilisation |
| Retainer / CFO‑as‑a‑Service | High‑growth firms needing depth without headcount | Embedded advisor, monthly sprints, rolling optimisation |
| Performance‑Linked | Turnarounds and capital raises | Success fees tied to cash savings or funds secured |
Our Process in Action
- Discovery Sprint (Week 1–2) – Stakeholder interviews, data harvest, and objective alignment.
- Diagnostic Deep‑Dive (Week 3–4) – Ratio analysis, scenario modelling, and benchmark gap map.
- Solution Design (Week 5–6) – Strategy whiteboard session, risk‑reward sequencing, executive sign‑off.
- Execution & Tracking (Week 7 +) – Hands‑on implementation, live dashboards, and fortnightly retros.
Service Tiers
- Emerging — Revenue < R50 m, seeking funding foundations and compliance hygiene.
- Growth — Revenue R50 m–R500 m, focused on scale‑up cash control and cross‑border expansion.
- Enterprise — JSE‑listed or multinational subsidiaries needing specialist carve‑out teams and complex structuring.
- Private Wealth — High‑net‑worth families and trusts requiring capital preservation and philanthropic vehicles.