The right outcome starts with asking the right questions.

POST-COMPLETION DISPUTE AND W&I CLAIMS ADVISORY

We offer strategic guidance and support for financial disputes that arise
post-transaction, assessing breach, loss and quantum on claims, and
providing insights into best practices and industry standards. Our
pragmatic approach focuses on enhancing our clients’ position, while
keeping commerciality at the forefront of our advice.

fDD and M&A UNDERWRITING SUPPORT

BESPOKE Training

Our bespoke training service offers a comprehensive curriculum designed
to equip professionals with essential knowledge in key areas of finance
and transactions. We aim to upskill the market in understanding the
interactions between accounting standards, business valuation principles,
financial due diligence, SPA provisions and mechanisms, and M&A
insurance policy terms.

We have the right combination of knowledge and
experience in key disciplines, enabling us to
efficiently assess complex financial issues arising
in M&A.

Our mission is to deliver clear, customized, and
commercial advice that empowers our clients to
make timely and informed decisions.

Why Work With Us

Meet the Principal

Kate has two decades of financial and M&A experience and serves the
transactional risk market with a unique combination of expertise and
experience in Big 4 audit, corporate finance, business valuation,
financial due diligence, as well as first-hand M&A insurance
underwriting and claims handling in both company market and MGA
environments. Kate has advised on hundreds of M&A transactions and
post-completion claims worth over £250m in total.

Kate is bright, engaging and
has a strong commercial
mindset supported by
outstanding technical skills.
The latter truly sets her apart
from her peers in my mind.

- Senior Partner, Big 4

Kate is always clear in her advice
and clearly explains the underlying
risks on a level that makes it easier
for me to understand. Kate comes
up with pragmatic and suitable
solutions to tackle complex
situations with which I more or
less always agree.

- Senior M&A Underwriter,
market-leading M&A insurer

I feel a lot more confident
making the decisions we do with
Kate involved.

- Head of Claims,

market-leading M&A insurer

Kate’s technical knowledge is
excellent. She is very thorough and
diligent in her approach which
gave me a lot of confidence in her
work. I believe Kate’s ability to
communicate clearly and in a
timely manner is a key strength.

- Partner, Big 4

Contact Us

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