Portfolio FD | Part-Time CFO| Business Consultant
Falcon Corporate Advisory provides fractional services to support SME’s in gaining improved financial insight into a business’ performance
Adding Value to Develop and Implement Growth Plans
Comprehensive Financial Insight, Forecasts, MD Support, Strategic Reviews, Options Analysis, Raising Finance and Succession/Exit Planning
Services
1
Pre-Sale & Strategic
Support
We conduct strategic reviews for businesses to address underperformance, risks, and weaknesses. We assist with options analysis, succession planning, and acquisition strategies for growth and exit planning.
2
Mergers & Acquisitions
We provide M&A transactional advisory, interim project support for stalled transactions, management support and advisory for MBOs, and advice on equity investment and debt fundraising for businesses seeking growth or refinancing.
3
Consultancy Services
Falcon Corporate Advisory offers non-executive director roles, management consultancy, and post-transaction integration support for businesses, including financial management, strategic advice, negotiations, and risk mitigation services.
4
Debt Fundraising
Falcon Corporate Advisory specializes in debt fundraising. Our expert team provides advisory services for start-ups, refinancing, and additional capital. We assist with covenants, forecasts, negotiations, and intermediation to optimize your chances of success.
5
Equity Investments
For equity investment, Falcon Corporate Advisory offers professional services. Our team assists with indicative terms, due diligence, forecasts, and negotiations for fundraising success. We also provide intermediary services for clear communication and monitoring.
Mark Phillips
Founder & Managing Director
With over 15 years of experience as a Corporate Finance Accountant in regional, boutique, and international firms, I help SME business owners and senior management teams achieve their short, medium, and long-term goals through buy-side and sell-side insights.
My expertise includes company valuations, business strategy reviews, performance monitoring, restructuring, acquisition support, investment/funding preparation, and sales process advising.
As a qualified Chartered Accountant (FCA) and member of the ICAEW, I bring valuable expertise to support business leaders and stakeholders at all levels.
GET IN TOUCH
Find out how we can help you
We offer initial, no-obligation meetings with potential clients to understand their business and assess the scope of work required.
If we determine that we may not add sufficient value or help a client achieve their objectives, we will provide contact details of an appropriate professional from our network who may be better suited to deliver the desired outcomes.
About Us
Falcon Corporate Advisory was set up to provide cost-effective, flexible solutions to SME’s/OMB’s, adding value when it is most needed to enable fully informed decision-making at all levels of the business.
The hands-on support to Senior Leadership Teams stems from over 15 years’ experience in lead advisory roles ranging from Audit and Accounting, Business Restructuring, Forensic Accounting and Corporate Finance (both Transactional Services and M&A).
In most businesses, the existing SMT’s have limited time available to plan, prepare and deliver key strategic actions for ongoing or future projects beyond the day-to-day running of their business.
Leveraging our wealth of experience in Business Support services to Executive Teams, Falcon Corporate Advisory can help SME’s gain improved financial insight to grow profitability and deliver strategic objectives at all stages of a business’ life cycle.
Testimonials
Mark worked with us closely to conclude a minority share sale of our business and was instrumental in ensuring we got the best commercial terms possible and that our interests were fully aligned and protected in the final agreements.
Mark Brown, Director, Insuremore Ltd
His knowledge, experience and expertise were crucial to the successful outcome of the negotiation, and he helped guide us throughout the entire deal process.
Vecta Risk appointed Mark to help us successfully conclude our MBO. Mark worked tirelessly and with great skill.
He is a great communicator and quicky understood the dynamics of our business which enabled us to overcome the inevitable challenges of such a deal.
Richard Gorely, CEO, Vecta Risk
We instructed Mark from Falcon Corporate Advisory to prepare a business valuation report on a group of companies we were looking at acquiring.
The report he produced was comprehensive, clearly written and delivered swiftly. He spent the time to explain the detailed content of the report and came up with several deal structure options for us to present to the shareholders.
It’s clear that mark has extensive mergers and acquisitions experience from both buy side and sell side. Mark is professional, diligent, knowledgeable and a joy to work with. We wouldn’t hesitate in recommending his services to others.
Mark Heptonstall, CEO, The C80 Group
I can’t recommend Mark and Falcon enough! Their team of consultants is incredibly knowledgeable and professional, and their guidance has been invaluable to our business growth and success. Mark took the time to understand one of our companies and its unique challenges, and then provided practical solutions that were tailored to our specific needs.
What sets Falcon apart is their ability to work collaboratively with their clients. They don’t just provide advice and then disappear – they are there every step of the way, working alongside you to ensure that their recommendations are implemented effectively.
Since working with Falcon, our business has seen a significant increase in revenue and profitability. I would highly recommend them to anyone looking for a business consultancy that truly cares about their clients’ success.
Mark Bridgeman, Tech Entrepreneur
One of our clients needed an independent valuation doing and as is usually the case it needed to be done quickly. I spoke with Mark and he was happy to take on this work for us.
He was exceptionally professional when speaking with our client, he stuck to the deadlines that we discussed and produced an excellent report that our client found most useful.
Our client was very pleased with the whole process. It’s always a concern when putting other professionals in touch with a valued client but I would have no problem in recommending Mark to anyone after this process.
Lyndsey Shaw, Corporate Finance, Brown Butler
Contact us
If you have any questions or just want to say hello, please don’t hesitate to contact us. We’ll get back to you soon.
Address
FALCON CORPORATE ADVISORY
14 Allerton Grange Crescent,
Leeds, LS17 6LN.
Contact
07545 185 965
mark.phillips@falconcorporateadvisory.co.uk