COMPANY ADVISORY FOR INVESTOR CLIENTS
Each member of our team has over 20 years of experience overseeing various functions of companies.
We apply this practical experience and our local touch to offer onsite or remote monitoring of companies in which our clients have invested. This entails regular or ad-hoc oversight of a company’s finances, compliance and operations. Our investor clients can include high-net-worth individuals, family offices, Joint Venture partners and private equity investors. We advise entrepreneurial start-ups.
The advisory work we provide are:
Financial reviews of trading profitability, solvency and liquidity.
Cashflow forecasting and monitoring.
Analysis of selected key supplier relationships, as well as company policies, procedures, and benefits.
Reports formalising the results of our findings, along with recommendations.
Business plans if any change is necessary.
Our team is comprised of six nationalities (Swiss, French, American, Mauritanian, Welsh and English) and six languages (French, English, Arabic, Welsh and German) which provides real breadth to our services. Particularly accustomed to Swiss, American and British business cultures, we monitor businesses with a local touch and an ability to communicate and negotiate in a familiar and robust way. We are based in Switzerland and UK.
As a boutique firm ourselves, we run our own business every day; and we run it effectively. Our team brings extensive experience in other businesses, either as board members or as finance executives and thus we offer financial monitoring with a real world, commercial mindset. We understand wider business needs. We listen carefully, so that we understand what our clients are looking for from their investments.
Key features of our services include:
Discretion; we carry out low-key interventions for high profile investors.
No conflicts of interest; we act at all times only in our clients’ best interests.
Not statutory auditors; we act for our clients rather than for the Joint Venture (i.e. the investment entity).
Independent and impartial; we are not motivated by competing commercial interests.
Our monitoring and advisory work recently resulted in one of our clients deciding to close down some businesses, due to the observed inadequate commercial efforts and results.
Main contacts:
Geoffrey Senogles: gsenogles@senogles.com
Mobile: +41 79 766 9991 (CH)
Office: +41 22 360 80 90
Steve Brookfield: sbrookfield@senogles.com
Mobile: +44 7867 451 602 (UK)
Office: +41 22 360 80 90
Gregory Cavaco: gcavaco@senogles.com
Mobile: +41 79 739 97 80 (CH)
Office: +41 22 360 80 90