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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
danny scarr

Danny Scarr

Director
vijay 2025 1754320968

Vijay Merchant

Partner
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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
kate beckett1

Kate Beckett

Partner
400x400richardpughe headshot 2019

Richard Pughe

Partner
martin barron

Martin Barron

Partner
mark stevens

Mark Stevens

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
Schools image
People views
18/06/2026

Jenny Fram comments on the uptake of CIF and if schools can increase their success rate

After the government released its latest data on Condition Improvement Funding (CIF) applications, Schools Week asked Jenny Fram, Director at BTG, to give her thoughts on success rates and what schools have been making applications for.

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housing development
People views
15/06/2026

Julie Palmer and Matthew Hattersley discuss next steps for stalled housing developments with FT Adviser

As the number of financially distressed, incomplete, or stalled housing developments increases FT Adviser asked Julie Palmer and Matthew Hattersley from BTG, what actions developers and lenders can take and if this suggests that the right housing is being built.

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11/06/2026

Julie Palmer, Nazar Soofi and David Mathieson explore the financial, operational and energy challenges facing the F&B supply chain

Writing for Foodbev, Julie Palmer from Restructuring, David Matheison from Funding and Insurance and Nazar Soofi from Projects and Developments, discussed the current conditions in the food and beverage (F&B) sector and how focusing on energy security could support with cost saving measures.

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