Our services

Financial Advisory & Transactions

WHAT WE OFFER

FINANCIAL ADVISORY & TRANSACTIONS

Our experience spans M&A, hostile takeovers and defence, spin outs and restructurings. Recent clients include Chelsea Football Club, Good Energy, ED&F Man and Woodside Energy.

We advise Boards on their financial and investor communications throughout the IPO process as a listed entity and beyond. We ensure the effective communication of a company’s investment story, vision and key financial strengths across a range of channels, to help companies secure a robust valuation.

Our integrated, interdisciplinary approach means we can draw on a wealth of expertise of colleagues from across our business to enhance IPO and listed company communications programmes. Working with our digital, content and advocacy specialists, we create fresh and engaging multi-channel strategies which create buy-in from investors and those that influence them.

We are private sector specialists providing strategic advice on corporate positioning, transactions, value creation, campaigns, policy/regulatory positioning and ESG strategy across a range of asset classes including private equity and credit, venture capital, real estate, infrastructure, and natural resources.

In addition to advising GPs managing funds and other investment vehicles, we often act for their portfolio companies. We have supported start-ups through various stages and funding cycles, operating across a range of sectors/industries and geographies.

SEC Newgate Catalyst offers a range of communications services specifically designed to help fast-growing businesses access ‘big agency’ resources on a budget.

We help companies set a narrative and develop a compelling proposition to establish all important credibility amongst key stakeholders.

Whether fundraising, looking to attract talent or raise your profile to enhance marketing efforts, our Catalyst team provides hands-on input and advice in the development of a best-in-class investment decks, company messaging, social media strategies, content development and media relations.

Over the past three years, we have advised on M&A deals worth over £250 billion, working with companies of all sizes, from SMEs to global brands. This means that no matter the complexity of the transaction, we have the expertise to secure support for the value proposition underpinning the deal.

We support clients throughout the entire process—helping businesses maximise value before a deal, guiding them through approvals, and securing regulatory support. Our in-house teams across digital, social, research, content, and public affairs work together to create tailored M&A campaigns that engage all key stakeholders.

With a network of offices across all the major financial centres and beyond, we offer the experience and reach to advise on cross-border transactions, leveraging our on-the-ground presence to create real impact.

Restructurings are often delicate and sensitive processes that impact people’s livelihoods in a material way. Engaging with people in the right way is crucial to ensuring positive outcomes and protecting a company’s reputation.

Our experienced team provides strategic advice to companies throughout the restructuring process and beyond. We work closely with clients and their advisers to define the narrative and messaging and communications strategies that build understanding and support for the process across range of external and internal stakeholders.

Our integrated, multidisciplinary team allows us to engage effectively and appropriately with a broad range of stakeholders, including employees, investors, bondholders, the media, trade unions, national and local government, as well as the public at large.

As shareholder activism continues to grow in prominence and evolve, activists’ strategies are becoming increasingly sophisticated and multi-channel. The rise of AI technology and social media platforms has provided investors with new tools and tactics and a broad range of platforms to launch targeted campaigns and amplify their activist goals.

We help our clients devise and implement effective communication strategies in activist situations.

SEC Newgate’s multidisciplinary, international team including financial communications, regulatory public affairs, ESG and digital specialists have significant experience of helping clients to navigate this increasingly complex and multifaceted landscape.

Given the complex and multifaceted nature of modern activist campaigns, SEC Newgate draws on its deep experience of consultants across digital, financial communications, ESG, public affairs and corporate affairs.

We pride ourselves on providing clients with our comprehensive and digital-first approach to shareholder activism.

Both public and private capital markets have witnessed tremendous change over the past decade, maturing and branching into diverse investment categories and investor segments – each with their unique set of reputational challenges and opportunities.

Whether you're looking to IPO, raise capital, complete a merger or acquisition, or manage a restructuring, your market value can often depend on compelling and clear communications.

SEC Newgate goes beyond ‘traditional’ communications, applying fresh, lateral thinking to communications challenges, creating new strategies which have won industry acclaim.

With offices located in all the main financial and regulatory centres worldwide, we have a track record of providing seamless cross-border advice and implementation.

Our deep sector knowledge and network of contacts enables us to deliver material results and best practice advice, tailored to each client’s goals and unique demands.

Put simply, our clients, including FTSE companies, private equity groups, asset managers and hedge-funds, choose SEC Newgate as our expert and experienced team have a track-record of delivering during these crucial business milestones and events.