Independent | Passionate | Innovative

Debt Advisory Focused Corporate Finance For UK Businesses

ABOUT US

We provide a premium, whole of market debt advisory offering to entrepreneurs and UK SMEs

We work closely with our clients to help them achieve their strategic objectives

Whilst relationships with our clients typically start with an initial debt advisory mandate, we often also provide broader independent corporate finance support and advice to SMEs as they grow

Altenburg Advisory is part of ACP, a debt advisory led corporate finance association between Altenburg Advisory and Cadence Advisory

We often work alongside other advisers (tax, accountancy, buy side corporate finance, due diligence) on a transaction. Where appropriate, to ensure that our clients have all the support that they need, we introduce them to other advisers that we know and trust. For more details, please get in touch

DEBT ADVISORY
 

We offer a hands-on approach and advise on, structure, and arrange debt funding solutions for our clients

CORPORATE FINANCE
 

We provide broader support to both debt advisory and non-debt advisory clients

BUSINESS FINANCE

Where clients are only looking for an introduction, we help them to identify suitable debt funding sources

 

What makes ACP different to our competitors? We are: 

1

Independent

  • We provide impartial advice to our clients

  • We only have one ‘product’ - debt advisory focussed corporate finance 

Passionate

  • Our mission is to provide best in class advice to SME

  • We are committed to helping our clients achieve their strategic goals 

2

3

Innovative

  • Our extensive experience allows us to structure bespoke solutions for even the most complicated requirements

  • We create value by optimising debt terms to meet the SME’s objectives, reduce costs and maximise flexibility

Specialists

  • Senior advisers lead every mandate and our team has over 100 years of specialist sector and product expertise 

  • With prior experience of both lending and advising, we are uniquely placed to advise borrowers on the requirements of potential lenders

4

5

Trusted

  • We build long-term relationships with our clients

  • We have grown through recommendations and personal referrals from clients whom we have advised and, in many cases, continue to work with

Our aim is to build a market leading debt advisory practice by helping our clients grow and build the long-term value of their businesses

Our Advisory Services:

 

DEBT ADVISORY

We work closely with our clients to develop a solution that is appropriate for the current situation as well as for future requirements


We work with a wide range of lenders including banks, debt funds, alternative lenders and specialist funders


We typically work with businesses who are looking to raise over £2m of debt, whether that be to finance growth, fund assets, buy out a shareholder or to restructure their balance sheet

Our offering is analysis led, and we are hands-on from day 1 all the way through to the drawdown of funding

Every process is tailored to the solution. A typical process may look like:

  • Understand the business today and the future strategy​

  • Understand the debt funding requirements

  • Perform initial analysis on potential debt structures and solutions​

  • Where required, we have initial, confidential discussions with selected funders we know well to confirm our assumptions

Output: Feedback to client and agree terms of engagement with Altenburg Advisory

Stage 1:

Initial Assessment

  • Work with the client to produce the funding information required by funders​

  • Typically this is an information memorandum (presentation on the business) and a financial model (historical and forecast numbers)

  • Model various debt scenarios and covenants to determine the most appropriate solution

  • The information analysis in the pack ensures that the ask to funders is clear and supportable

Output: Information pack for funders

Stage 2:

Information Pack for Funders

  • Determine the most appropriate lenders to speak with​

  • Initial discussion and sharing of the information pack with funders (under NDA)

  • Receive initial feedback and arrange meetings with selected funders​

  • Receive and negotiate initial term sheets​

  • Model terms received

Output: Sign term sheet with a funder

Stage 3:

Discussion and Meetings with Lenders

  • Further information sharing with funder to allow them to complete their due diligence

  • ​Work with client's lawyers to agree and negotiate any outstanding commercial terms with the funder

  • ​Preparation of transactional funds flow

  • ​Other support as required

  • ​Finalise and sign documents

​Output: Drawdown of funding

Stage 4:

Lender Due Diligence and Closing

Ongoing Support

  • Support in relation to additional drawdowns

  • Corporate finance support (as appropriate and required) - see Corporate Finance Advisory

CORPORATE FINANCE ADVISORY

We offer broader corporate finance advisory, including:

  • Financial modelling

  • Forecasting, including short term cash flows

  • Scenario analysis and sensitivity analysis

  • Review, assessment and modelling of acquisition targets

  • Providing constructive external challenge 

  • Supporting ongoing relationship and discussions with funders

  • Strategic advisory

Whilst we don’t directly advise on M&A, we:

  • Work alongside buyside corporate finance advisors (as “one team”) to structure and arrange appropriate debt financing

  • Work with MBO / MBI teams to raise debt financing for the transaction

  • Introduce trusted corporate finance teams to clients who can help them sell their business and realise full value

 

BUSINESS FINANCE ADVISORY

Where clients are only looking for an introduction to an appropriate debt funder, we act as an intelligent intermediary
 

We spend time understanding a client's situation and their objectives, and use our extensive knowledge of the lending markets to match the funding requirement to a selected number of appropriate funders
 

This approach ensures that the financing process is more focused and efficient for both the borrower and the lenders

Sectors covered include both secured and cash flow based financing

 
 

OUR TEAM

DAN BARRETT

PARTNER

Dan founded Altenburg Advisory to work with established UK businesses looking to raise debt financing for growth. Dan expanded Altenburg’s offerings to include broader corporate finance advisory and strategic advice alongside debt advisory. Dan’s passion for supporting clients and helping them achieve their objectives resonates with clients. Dan has a corporate finance background including time at FTI Consulting and at Ernst & Young. Away from Corporate Finance, Dan enjoys trail running, skiing, watching sport (pretty much any sport) and spending time with his family.

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WILL SENBANJO

PARTNER

Will is responsible for the origination and execution of advisory mandates. He has over 15 years of experience structuring and executing transactions from prior roles at financial institutions including Citigroup, Rothschild, HWC and Downing. These have included both providing advice and originating and managing loans and assets. Core areas of expertise include corporate funding, secured lending, restructuring, and residential and commercial real estate. Will is also a Chartered Financial Analyst. Away from the office, Will enjoys running, cycling and tennis. 

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JAMES LUCAS

ASSOCIATE DIRECTOR

James is an Associate Director at Altenburg and is responsible for originating and executing debt advisory and business finance transactions for UK corporates. James’ background is in SME finance and he previously worked for an alternative lending business, originating and structuring loans of up to £10m. He has passed the first two levels of the CFA Program and is a CFA Level 3 candidate. James graduated with a degree in Biological Sciences from Durham University. Outside of work, James is a keen cook and sportsman: playing tennis, going running and cycling.

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PAUL AMBROSE

CONSULTANT

Paul has an extensive background as a lender and corporate finance advisor, with over 35 years' experience working at Barclays, PwC and Cooper Parry. He has broad experience of leading finance-raising transactions for a wide range of private equity, listed and private company clients. Outside the office, Paul is a keen cyclist, cook and rugby supporter.
 

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SELECTED TRANSACTIONS

GROWTH FACILITY FOR WINDSOR TELECOM, A LEADING UK PROVIDER OF UNIFIED COMMUNICATION SOLUTIONS

Altenburg Advisory, together with Acuity Advisors, advised on, structured and arranged a tailored multi-million-pound growth funding package. The facility gives Windsor the headroom to grow organically as well as providing certainty of further funding for future acquisitions

 
 

CONTACT US

OUR ADDRESS

91 Wimpole Street, Marylebone, London W1G 0EF

Email: info@altenburgadvisory.com
Tel:  0203 488 0916

To arrange a meeting or for any general inquiries, please fill in the following contact form:

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