CALDER & WYNNE
Our approach

Independence, seniority, commitment.

The rigour of the large firms, with the involvement and responsiveness of a boutique.

Our DNA

What we stand for.

Four principles that shape every engagement.

01

Independence

We only do transaction services. No audit relationship, so no conflict with your interests.

02

Seniority

A partner runs every engagement, from the kick-off call to the last question in the negotiation.

03

Pragmatism

Big 4 methods, applied to what matters for your decision. Every finding comes with its amount and its effect on price.

04

Agility

A team sized for small and mid-cap timetables: we start quickly and adapt as the process moves.

Our method

A clear process, no surprises.

You know at every stage what we have found and what remains to be done.

  1. Kick-off. We agree the scope, the timetable and the information request list.
  2. Information received. Data room access and first management sessions.
  3. Analysis. Earnings, cash, net debt and working capital, from the ledger up.
  4. Regular calls. Red flags shared as soon as we see them, not at the end.
  5. Draft report. Key findings first, each with its amount and its source.
  6. Final report. Comments addressed, data book delivered.
  7. After the report. Support on Q&A, the negotiation and the SPA.
A finding that moves the price comes first, in plain words, with its amount.

Have a deal on the table?

Tell us about the transaction. A partner will get back to you within 24 hours, in confidence.

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