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Management effectiveness reviews (MERs) provide a structured and independent way to assess how well leadership teams are functioning – from decision-making and alignment to execution and accountability. As businesses grow, restructure or shift priorities, governance frameworks must evolve to maintain stakeholder confidence and management performance.

BTG works alongside boards and senior management teams to review organisational design, communication flows, reporting structures, and leadership capabilities. Our diagnostic approach helps pinpoint where expertise may be misaligned, accountability is unclear, or where governance gaps could weaken oversight or decision-making.

We review how your management team makes decisions, allocates resources, and communicates across the organisation – using interviews, meeting observations, and practical tools like role-mapping and workflow analysis to identify what’s working and what needs to change. This might include assessing cross-departmental coordination, resourcing gaps, or leadership bandwidth challenges.

Our recommendations are clear, pragmatic, and prioritised for impact. Where appropriate, we also help embed tailored performance metrics – from operational KPIs to leadership engagement indicators – to track and sustain progress over time and provide a foundation for benchmarking future improvements.

BTG also works with a range of providers to help identify external parties who can come in and support or join the team to help strengthen overall management effectiveness.

Whether your business is responding to shifting investor priorities, planning transformation, or looking to future-proof your operating model, BTG can help you assess, realign and lead more effectively.

Expertise in action

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Investment sale of Cambridge dental practice
Investment sale of Cambridge dental practice 20% above asking price

A local authority needed to dispose of a commercial investment property on Newmarket Road comprising an established dental practice held on a long lease.

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Historic Whitworth Mill conversion
Planning consent secured for historic Whitworth Mill conversion

Whitworth Mill, a derelict yet historic building on the River Nene in Peterborough, had been bought by developer Lioncross Whitworth Ltd through BTG.

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BTG secures 130,000 sq ft industrial acquisition
BTG secures 130,000 sq ft industrial acquisition doubling distribution capacity for retailer

A rapidly expanding UK retail group needed to double their distribution capacity to support rapid national growth and increasing online sales.

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Auction sale secured above guide price for restricted council property
Auction sale secured above guide price for restricted council property

The property sold at auction for £55,000 above the guide price, demonstrating that despite the occupancy restriction, strong demand existed within the qualifying local buyer market.

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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
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Vijay Merchant

Partner
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Sannan Khan

Partner
rob insall

Robert Insall

Partner
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David Hopkins

Partner
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Karl Hodson

Partner
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Greg Forde

Partner
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Robert Ferne

Partner
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Jack Clitheroe

Partner
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Kate Beckett

Partner
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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.

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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
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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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