When managing an investment or preparing for exit, having access to reliable and accurate information is critical to realise maximum value.

Our team specialises in helping clients improve the quality of their information, be it through creating a forward-looking financial model to articulate a growth story or creating a backwards-looking visualisation tool to understand the drivers of performance. 

What we do

Our work ensures the information presented by your portfolio companies is accurate, easy to understand, and actionable – making them a tool to drive the business forward, as well as a window into performance. 

Tom Barnwell Gallery 3

We build bespoke, fully integrated, and flexible forecast models from the bottom up to support business planning and decision making, whether this be setting a five-year forecast, scenario analysis, or cash flow management. 

Managing the business comes first, but preparing for a transaction should begin early. We collaborate closely with management teams to create flexible models which can seamlessly integrate new products, services, and acquisitions. We build or models with a transaction in mind, so when the time comes to exit, they already have the detail and flexibility required to enable an efficient sales process without the need to burden management with creating a new model.

Typically, we support our clients with:

Data Analytics

As a team we specialise in creating dynamic, reliable reporting tools which help tell the true story of business performance – whether this is identifying new opportunities to create value, facilitating informed decisions around strategy and operations, or capturing and mitigating risks early.

We’re used to working with businesses at all stages of the data transformation journey – from businesses running everything in spreadsheets to those tracking every metric in data warehouses. We are specialists in knowing which data sources will be most helpful for a transaction, then ensuring that the positive messages from these are found and presented.

Our DNA is in transactions, so as a team we specialise in knowing what data will be needed by the business to support key messages on exit. We build our visualisation tools with one eye on exit and can pivot seamlessly from management reporting to deal focussed.

Forecast Modelling

"As part of supporting us with a transformational acquisition and associated refinancing, Clearwater built a detailed financial model allowing us to clearly demonstrate the historical and future performance of the group to various stakeholders. The model was critical in the refinancing process, was built with scalability in mind, and will be used by the business going forwards. The Clearwater team were very supportive throughout the whole process, going above and beyond to ensure we ended up with a powerful model tailored for our needs"

Jim Aldred (Treasury and Reporting Director, Waterland backed Cooper Parry)

 

 

We build bespoke, fully integrated, and flexible forecast models from the bottom up to support business planning and decision making, whether this be setting a five-year forecast, scenario analysis, or cash flow management. 

Managing the business comes first, but preparing for a transaction should begin early. We collaborate closely with management teams to create flexible models which can seamlessly integrate new products, services, and acquisitions. We build or models with a transaction in mind, so when the time comes to exit, they already have the detail and flexibility required to enable an efficient sales process without the need to burden management with creating a new model.

Jenny Manning_Gallery_Chosen

PROOF POINTS

Over

2400

completed transactions

Over

400

talented individuals

Across

20

offices

Insights

Through the lens of sector experts with decades of hands-on experience, our game-changing insights reveal things unseen by others; enhancing instead of replicating what you already know.

Transactions

Not just numbers on a balance sheet, our transactions represent over 20 years’ commitment to our clients’ future.  Helping them change the game.  Even before it was ready to be changed.