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Financial Advisory

Corporates, lenders, investors and trustees all face increasing financial, policy, and business complexity, shaped by new risk environments and rising customer, regulatory, and stakeholder expectations. Independent, pragmatic advice is essential to protect value, strengthen resilience, and position organisations for sustainable growth.

We provide comprehensive support across core service areas:

Board advisory

Strengthen governance, roles and decision-making at times of change or uncertainty. BTG will help you evaluate board and director effectiveness, define responsibilities, plan for succession, and manage disputes. Our support enables your board to act with clarity and reinforce credibility with stakeholders.

Pensions advisory

Navigate increased regulation and funding complexity. BTG can guide trustees and sponsoring employers through covenant reviews, funding strategies, asset allocation rebalancing, endgame planning, and transaction support. Independent, expert advice helps you balance safeguarding member benefits with the commercial realities of business sustainability.

Debt and capital advisory

Optimise capital structure with tailored refinancing, growth equity, and through company restructuring. BTG will work with you to raise debt and equity, reset covenants, and negotiate debt facilities with lenders. Our extensive, conflict-free lender relationships ensure your business secures the most favourable terms and flexibility.

Performance improvement

Increase profitability and resilience with practical improvement plans. BTG will work with you to review management effectiveness, streamline operations, optimise working capital and deliver profit improvement. Tailored solutions enable measurable gains in cash flow, efficiency and long-term competitiveness.

Lender advisory

Manage lending risk through refinancing, loan sales and portfolio reviews. BTG provides diagnostic business reviews, stress testing and workout strategies to support borrower relationships. Our approach helps you protect value, address underperformance early, and maintain confidence with regulators, investors and stakeholders.

Valuations

BTG delivers accurate valuations backed by forensic accounting, corporate finance, and sector expertise. BTG applies appropriate methodologies across business valuations, claims and dispute valuation, corporate finance benchmarking, and fund valuation.

Our partner-led teams bring deep sector knowledge and an objective perspective. BTG works with corporates, lenders, investors, and trustees across various industries, tailoring our advice to sector-specific realities and organisational priorities. We integrate insights from a broad range of industries to turn complexity into clear, actionable, evidence-based solutions that protect stakeholders, support confident decision-making, and create pathways to long-term resilience and growth.

Expertise in action

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Our Financial Advisory team

Meet the team Meet the team
david abbott

David Abbott

Managing Partner
vijay 2025 1754320968

Vijay Merchant

Partner
khannsannanrgb500x500

Sannan Khan

Partner
rob insall

Robert Insall

Partner
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David Hopkins

Partner
400x400hodsonkarl500x500

Karl Hodson

Partner
forde greg rgb 500x500

Greg Forde

Partner
fernerobertrgb

Robert Ferne

Partner
jack clitheroe 2024

Jack Clitheroe

Partner
anthony brennan

Anthony Brennan

Consultant
kate beckett1

Kate Beckett

Partner
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Richard Pughe

Partner
martin barron

Martin Barron

Partner
danny scarr

Danny Scarr

Director
Analysis

News and insights

Stay ahead with commentary on the latest sector trends, regulatory changes and market developments from our team of experts.

View all news and insights View all news and insights
AI robot
General
10/02/2026

SMEs should frame AI as a productivity driver rather than a strategy

Artificial intelligence (AI) is widely positioned as a growth and innovation accelerator. But for most SMEs, AI is better framed as a productivity driver rather than a strategy.

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healthcare acquisition
Client news
05/02/2026

BTG supports Covestus on Dentyl and UltraDex brands acquisition

BTG has supported Covestus on the acquisition of the Dentyl and UltraDex brands from Venture Life Group.

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Listing
Company news
02/02/2026

Begbies Traynor Group plc rebrands to BTG as it eyes further growth

AIM-listed financial and real estate advisory firm Begbies Traynor Group has rebranded as BTG, reflecting the continued growth and evolution of the group beyond its historical core strength of insolvency and restructuring services.

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