Oakhall is a specialist and unique firm of consultants that brings big-company corporate development rigour to your organisation, backed by our many years of equity analyst experience at major investment banks.
We provide highly flexible and commercial financial modelling, crucially coupled with crisp articulation of the model. This builds executive team buy-in to a project or acquisition and a joined up approach where all participants understand the core strategy, saving considerable time. In turn this materially improve the efficiency of working with financial advisors especially as part of a fund raising or M&A process – our models have been used in deals worth hundreds of millions of dollars. Our approach brings clarity and depth to stakeholder communication.
Our aim is to maximise long-term performance and valuation, avoid short-termism, and build a stable, informed investor base. Founded by top-ranked investment bank equity analysts, we bring that analysis and articulation expertise in-house.
Can we quantify your strategy? Contact us to arrange a meeting.
Research provider Megabuyte asked us to speak at their Megabuyte Quoted 25 Showcase Forum today, to join a panel on attracting “the right investors”. Readers of our Insights will know this is a favourite topic. It is widely acknowledged that the European tech sector is tiny compared to the US market, but by our count we […]
The UK’s tax incentives for early-stage investors rank amongst the best in the world, so it seems counterproductive to have it all eaten up in fees. In public markets there is a well-documented inverse correlation between fund performance and fund fees. The lower the fees, the higher the returns. We’ve not seen this quantified in […]
How we work
We very much work as part of your team on a project or retained basis. As needed we work together with your broker, M&A advisors, and PR agency.
We invariably start by modelling your business income statement, cash flow, and balance sheet, surfacing appropriate KPIs and working with you on forecasting, just as if we were investors or analysts looking at you from the outside. This can extend to modelling how your business benefits your customers to create a customer-facing model or research report.
Internally we improve internal efficiency and decision making and help unify understanding of the strategy. Externally we enable executives to take control of investor relationships and keep boards appraised of shareholder sentiment.
Some of our clients
"Thanks for your hard work and invaluable contribution. The response we are seeing from analysts and investors speaks volumes about the quality of the analysis and presentation that went into this."
"Oakhall brings intellectual rigour and more importantly, firm opinions to all our work together. I value and trust their opinions which are based on experience as well as the analysis of our business and marketplace. They also make a valuable contribution towards how we communicate to customers and other stakeholders and I like them immensely."
What we do
Make you look good
We bring big-company standards and rigour to your interactions with stakeholders including investors and advisors.
Make decisions based on data
Too many projects lack the financial analysis and articulation to bring stakeholders over the line.
Bring in an independent view point
Bringing an informed outside opinion can help refresh strategy and disclosure in a way that brings in new investors and opens up news ways to track your business.
Andrew worked as a top-ranked equity analyst in the engineering, industrials and technology sector from 1993 to 2011, and then worked in corporate development and investor relations before founding Oakhall.
He spent 13 years at Merrill Lynch, where he was Managing Director of the European technology research team. The role took him across Europe, Asia, and North America, speaking at conferences and advising investors and companies.
He then moved into industry, working for mobile software company Monitise. Initially Director of Market Intelligence, he later became Senior Vice President of Industry And Investor Relations. Key projects in this role included two large institutional equity funding rounds totalling over £200m, and one strategic partner round of £50m.
Andrew holds a degree in Electronic Engineering from the University of Southampton and qualified as a Chartered Accountant with PWC. He is a member of the Institute of Engineering and Technology (IET) and Tech London Advocates.