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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
anthony brennan

Anthony Brennan

Consultant
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
Company news
17/03/2026

BTG strengthens asset finance division with new leadership and senior appointments

BTG has named James Dutton as its new Head of Asset Finance and made three senior hires to enhance the strategic financial expertise in its asset finance team for clients.

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Client news
05/03/2026

BTG supports The Experiential Learning Group in its sale to Alchemist Group

BTG has supported The Experiential Learning Group (TELG) on its sale to Alchemist Group, the parent company behind a portfolio of best-in-class learning brands, forming a powerhouse in behaviour-based leadership and sales development.

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General
26/02/2026

US tariff reset erodes UK’s advantage as exporters prepare for the next regime

The Trump administration has replaced the reciprocal tariffs regime that was struck down by the Supreme Court with a non-discriminatory tariff tool, shifting tariff risk to a more uncertain carve-out-driven framework. In this new regime, the UK’s prior relative advantage for non-exempt goods is no longer assured and outcomes depend on sector carve-outs, product mix and enforcement.

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© 2026 BTG Consulting plc - Incorporated and registered in England and Wales - VAT Number: 880996072 - Company Registration Number: 05120043

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