Balfene provides independent M&A advisory, fractional CFO services, and strategic guidance for founders, start-ups and growth-focused businesses.
As a corporate advisor, Balfene serves a select group of organisations globally, offering information, analytics, and decision-making frameworks to streamline complex transactions and support our clients in making some of their most important strategic business decisions.
We specialise in a select group of workflows
which fit into 3 defined service groups
Financial Modelling & Strategy
First step is seeing the truth in the numbers—robust models, tight budgets, clear valuations. These give owners and boards immediate visibility and confidence.
Financial Modelling
Performance Reporting
Valuations
Transaction Support
& Capital
When a transaction or funding event is on the table, you need target screens, due-diligence muscle, term-sheet know-how, and a crisp strategy to back it all up.
M&A Execution
Capital Raising
Strategic Planning
Performance Partnership
Long-term value comes from ongoing discipline: senior finance leadership on call, balance sheet tune-ups, seamless integration after a deal, and narrative reporting that keeps everyone aligned.
Fractional CFO
Working Capital & Funding Optimisation
Post-Deal Integration
Investor Storytelling
Top 8 problems we solve
01 Operational Inefficiencies
Your outdated processes and lack of automation are holding you back. We streamline workflows, utilise AI, and implement best-in-class technology ecosystems.
Typical clients: SMEs and Entrepreneurs
02 Fractional CFO and Advanced Analytics
You lack senior finance expertise and high-quality analytics. We step in as your flexible CFO, combining commercial acumen with bespoke modelling, dashboards, and insights through affordable cost structures.
Typical clients: SMEs, Founders, Startups and Family-Owned Businesses
03 Financial Planning, Scenario Analysis
& Performance Reporting
Your budgets are outdated, cash flow is unclear, and actual vs. plan tracking is inconsistent. We reset forecasts, build live models, run stress-tested scenarios, and automate reporting.
Typical clients: SMEs, Family-Owned Businesses and Founders
04 Business Sale & Succession Preparation
You lack a clear roadmap for selling or transitioning your business. We optimise financials, structure documentation and plan for a future sale or next chapter of the business.
Typical clients: SMEs, Family-Owned Businesses & Founders
05 Turnkey M&A Bandwidth
Your team needs extra M&A muscle for diligence, structuring or integration. We plug in as your on-demand M&A specialist resource.
Typical clients: Private Equity (PE) Funds, Family Offices, High-Net-Worth Individuals (HNWIs), Sophisticated Investors, Corporate & Business Development functions and In-House M&A teams, Accountants, Legal Teams, Investment Banks & Corporate Advisors and Business Brokers.
06 Independent Transaction Review
Your have deals that need a second opinion on commercial merit, risk or valuation. We deliver independent transaction reviews and risk assessments.
Typical clients: Corporates, SMEs, Accountants, Lawyers, Boards & Non-Executive Directors
07 Post-Merger Integration
There is always a risk that systems and people don’t align after close, eroding value. We create integration plans that lock in synergies and optimise performance.
Typical clients: PE-Backed Businesses & Large Corporates
08 Capital Raising and Capital Allocation Decisions
You're unsure whether to raise capital or how best to use it? We help craft funding strategies, pitch decks, and capital deployment plans. CEOs typically deploy capital to grow the business, acquire other businesses, pay dividends, reduce debt, or buy back shares — funded through profits, debt, or equity.
Smart capital decisions drive long-term value. Two businesses with the same profit can deliver vastly different results.
Typical clients: PE Firms, Family Offices, HNW Individuals, SMEs and Start-Ups