recent FINANCIAL cONSULTANCY projects
Please note: for confidential reasons, the client details cannot be provided
Exit events
- Responsibility for finance and taxation due diligence
- Review of all materials in advance of loading to the dataroom
- Dealt with “buyer” request lists
- Represented the “seller” on all finance and taxation due diligence calls
- Assisted deal advisors on negotiations around finance related matters including net working capital assessment and net debt/cash estimate
- Completed post close net working capital assessment
fund raising
- Development of funding strategy
- Review of business plan and financial model
- Advising on marketing presentation
- Targeting and introduction to investors
- Presentation of opportunity to investor groups
- Attendance at and guidance on all company presentations
Exit events
- Responsibility for finance, taxation, legal and HR due diligence
- Compilation of dataroom for these areas including identifying the relevant information within the clients’ systems
- Dealt with “buyer” request lists
- Assisted and reviewed on vendor due diligence reports
- Review of financial model
INTERIM CFO
- Provision of CFO services on short term basis
“transaction ready” assignment
- Assessed operations, processes and procedures and compliance status for legal, HR, finance and taxation
- Identified gaps and areas for improvement to enable a successful exit event
- Completed vendor due diligence reports
Process Review and Remediation (bringing finance, treasury, and taxation “in-house”)
- Review of existing processes and procedures
- Identification of gaps and remediations
- Recruitment of finance team
- Implementation of new accounting systems, treasury process
- Management of finance and taxation function
testimonials
Bridget worked with us at SoapBox recently on a transaction where she ran financial/taxation due diligence on the sell side. Bridget was also instrumental in helping us to achieve improved financial terms during the negotiations. In summary, she supported us in a critical role and thanks to her involvement, the whole process ran very smoothly to a successful outcome. I cannot recommend her services highly enough – the professionalism and quality of her input was recognised and acknowledged by both sides. Thank you, Bridget!
Martyn Farrows – CEO at SoapBox Labs
Bridget was instrumental in CroiValve’s recent €15M Series B raise. Her input and guidance helped ensure an efficient process that maximized investment. I wouldn’t hesitate to recommend her as she adds significant value, as well as being very easy to work with.
Lucy O’Keeffe – CroíValve Co-Founder & CEO
WHAT SETS O’BRIEN EMERALD APART?
… is our personalized service tailored to each clients specific needs, combined with an in-depth knowledge and expertise. We “land on the ground running” in learning our client’s business, challenges, goals, financial situation, potential risks and gaps. We partner with our clients, offering full execution support, proactive guidance and transparent communication with a view to a successful outcome. We deliver.
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