– Development of a business plan including financial projections
– Advising on marketing materials for the opportunity
– Identification of finance and equity providers
– Introductions and presentational support
– Negotiations with lead investors and financiers

– Planning for company/business sale
– Creation of an Information Memorandum including financial projections
– Identification and evaluation of targets
– Valuation assessment
– Compilation and review of data room in advance of due diligence process
– Vendor due diligence review and report creation, including finance, taxation, human resources and compliance
– Structuring of purchase price including net working capital and net cash/debt
– Management of entire due diligence process working closely with legal, financiers, lead investors, other advisors and stakeholders

– Determination of criteria that fits with core assets of the company
– Evaluation of potential targets including due diligence
– Review of valuation and potential return on investment
– Negotiations with sellers
– Structuring of consideration
– Working closely with legal advisors and other stakeholders

For SMEs requiring best-in-class part-time Chief Financial Officer services, we will led the company in all matters finance, taxation, insurance and treasury.

Full management and provision of the following:

– Strategic Planning, Execution and Success
– Financial Planning and Analysis
– Financial Reporting and Compliance
– Treasury Management
– Taxation Compliance including Transfer Pricing
– Risk Management and Insurance
– Setup of financial operations including financial reporting, treasury, taxation, forecasting and strategy
– Exiting of operations, processes and infrastructures from countries/jurisdictions
– Leadership and Team Development
– Once off projects including valuation determination, employee benefits review, short term working capital facilities including invoice discounting, grants

– Development of strategic plan
– Review of industry, market and competitor landscape
– Review and determination of the core and non-core assets of the company
– Consideration of organic growth, geographic expansion and inorganic growth
– Compilation of opportunities and risk assessment
– Development of 5 year plan including financial projections
– Working closely with company and key stakeholders

– Management of entire integration process for all functions
– Determination of core value drivers to ensure return on investment
– Establishment of goals, milestones and other actions that must be achieved in order to successfully deliver on core value drivers
– Development of an integration plan and tracker covering Day 1, Day 30, Day 60 and Day 90
– Preparation of board reporting materials for status updates

– Completion of a risk management assessment including external and internal risks
– Development of a risk management framework
– Creation of a risk management tracker including rating and mitigation plans

Bridget is a Qualified Chartered Director through  the Institute of Directors (Chartered Directors Programme), with significant Board and Committee experience across medical devices and biopharmaceutical companies.

With her diverse skillset and background, Bridget brings independent and constructive challenge to board oversight and governance. She is an expert on strategy, finance, risk and compliance. Bridget has a reputation for effectively assessing situations and collaborating on robust strategy and solutions.