Overview
O’Doherty Advisory provides independent financial, corporate finance and strategic advisory services to ambitious owner-managed businesses, shareholders, private clients and management teams.
We help clients make better decisions at important moments of growth, funding, succession, restructuring, investment and transaction planning.
Our services are technical in nature, but practical in purpose: to help clients understand their options, protect value, create opportunity and move forward with confidence.
+ Capital & Debt Advisory
Access to the right capital can shape the future of a business. We advise clients on debt, funding and capital solutions that support growth, refinancing, acquisition, restructuring or investment objectives.
We work with clients to assess funding requirements, prepare the financial case, engage with funders and structure solutions that are commercially appropriate.
Typical Support Includes:
• Debt advisory and refinancing
• Equity funding
• Capital and debt fundraising
• Joint venture funding
• Senior and institutional debt
• Lender engagement and negotiation
• Bridge finance
• Funding readiness and financial presentation
• Mezzanine debt
• Debt sustainability and capital structure reviews
+ Corporate Finance & Transaction Advisory Services
Transactions are important moments in the life of a business. Whether acquiring, selling, raising capital, restructuring ownership or preparing for investment, clients need clear advice, disciplined execution and experienced judgement. O’Doherty Advisory supports clients across the transaction lifecycle, from early-stage planning and valuation through to due diligence, negotiation and completion.
Typical Support Include:
• Mergers and acquisitions
• Due diligence support
• Business valuation
• Deal negotiation support
• Pre-transaction planning
• Transaction project management
• Acquisition support
• Completion support
• Disposal and exit preparation
• Shareholder and ownership planning
+ Growth, Value Creation & Succession Planning
A profitable business is not always a valuable, transferable or sale-ready business. We help owners think ahead and build the financial, operational and management foundations that support long-term value.
This work is particularly relevant for owners considering growth, succession, external investment or a potential exit over the next three to five years.
Typical Support Includes:
• Business value assessment
• Management information and reporting reviews
• Growth strategy and financial planning
• Value creation planning
• Exit-readiness reviews
• Buyer and funder readiness
• Succession planning support
• Strategic options reviews
• Founder-dependency assessment
