Strategy & Capital
Restructuring for Scale
In Action
Strategic planning
Designed a group structure aligned with long-term growth, investor readiness, and future scalability.
Intellectual property management
Secured and centralised key brand assets to protect commercial value and enable licensing.
Tax and financial structuring
Preserved historic losses and optimised group-wide tax positioning in collaboration with advisors.
Corporate governance
Established a clear legal framework with appropriate entities, ownership layers, and shareholder agreements.
Operational efficiency
Created a shared services model to improve control, reduce duplication, and streamline reporting.
Investor preparation
Enhanced transparency, reporting quality, and legal clarity to increase investor confidence.
Restructuring for Scale
Strengthening the group for growth and investment.
A strategic restructure to unlock value, reduce risk, and attract investors (£20m).
Challenge
Ahead of a funding round, it became clear the existing business structure didn’t reflect the true value of the group — particularly its intellectual property. The trading setup was messy, with risks around IP protection, patchy visibility across entities, and no clear legal foundation to support investor confidence. If we wanted to scale, we needed to build on stronger ground.
Approach
I led a comprehensive restructure, beginning with the establishment of a new holding company to reflect the group’s strategic direction. We created clear ownership layers, introduced new entities where needed, and put in place formal shareholder agreements to align expectations and protect interests.
Recognising the commercial and financial value of the brand, I oversaw the registration of key trademarks and ensured our intellectual property was properly housed and protected. We also designed and implemented a shared services centre to manage finance and operations across the group — reducing duplication, improving control, and streamlining reporting.
The restructure also had tax advantages. I worked with advisors to ensure prior-year losses were preserved and optimally positioned within the new structure. Every decision was made with scalability, funding readiness, and investor appeal in mind.
Impact
Created a professional, investor-ready group structure with clear governance and IP protection
Improved tax efficiency through careful planning and strategic use of historic losses
Established operational alignment and control through a shared services model
Enhanced confidence and interest among prospective investors — laying the groundwork for the next phase of growth
20%
Reduction in group wide administration
£5m
Strengthened the group balance sheet
3x
Secured active interest and received investment
