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Family Office Advisory

Advisory

At Traditum we are proud to do things a little differently, offering an Advisory service for high-net-worth individuals to support you throughout your journey, whether expanding or exiting your business. Our team comes from a variety of multidisciplinary backgrounds, allowing us to deliver empathetic and innovative solutions.

Traditum Advisory provides two services, Debt Advisory and Sell-Side Lead Advisory.

Our Debt Advisory reviews, structures, and advises clients on the senior and secondary lending requirements.

Our Sell-Side Advisory involves company valuations, preparation for sale consultancy and lead advisory to sell your business. The sell-side advisory can also act for our portfolio, strategically working and preparing the exit to maximise your investment value.

Debt Advisory

  • Maturing debt facilities which need refinancing.
  • Considering accessing a new debt market such as non-bank finance or capital markets
  • Raising acquisition finance
  • Growth and expansion

Our team will work closely and confidentially with you to advise on raising funds for your business through debt. Applying our wide-ranging knowledge, experience and extensive relationships with many traditional and alternative lenders, you can be confident all potential funding options are maximised. We help you negotiate the best terms when looking to borrow money from lenders.

We operate on a partner basis so you can be assured we thoroughly understand your business and the sector you operate within. We take the time to personally understand your requirements and use our expertise to achieve your strategic objectives at a level of risk which is right for you.

Sell-Side Advisory

Whether you’re looking to sell your business or seeking funds for expansion, corporate due diligence is essential. Traditum can help you determine your portfolio value as well as ensure a smooth process to protect against disruption. Our level of involvement flexes according to your needs and what your situation requires.

In short, we can advise how best to prepare, market and ultimately sell your business to realise the maximum value.

There are several areas we can explore with you to maximise value:

  • Maximise shareholder value: Identifying the best routes to growth and those in nonattractive markets.
  • Enhance credibility: Preparation is key to ensure potential buyers understand your business and enables quick responses to buyer diligence queries.
  • Increase deal value: Help position your asset with clear and comparable information.
  • Manage stranded costs: Identify and mitigate stranded costs.
    Augment the qualitative story with quantitative detail: Supporting your business narrative.
  • Minimise disruption: Keeping your business operating as usual and minimising distractions.

Lead Advisory Services

Your Sell-side partner will assess performance and identify areas for growth or potential areas for divestiture. We do this through a comprehensive assessment process which encompasses strategic alignment, portfolio performance and identification of carve-out or sale candidates.

Why Partner With Us?

We partner with our Family Office high-net-worth families, which leverages our core areas of expertise. At Traditum, we like to do things a bit differently; we value the traditional principles of long-lasting personal relationships and standards but with a modern outlook.

We offer a truly bespoke service perfectly tailored to your unique requirements. Through our expertise and experience, we’re able to guide and advise you through the process with as much or as little support as you may need. We can leverage our longstanding relationships to ensure we simplify the process and help maximise value for you.

Find out more

Fill out the form below to chat with a member of our team about partnering with Traditum.






    Reception
    0113 5431446
    Leeds Office
    One Park Row
    Leeds
    LS1 5HN

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