Lundy Investors
Advisory · Capital Advisory

Capital, transactions and restructuring, across borders.

Capital raising, transactions and capital-structure work for mid-market companies and projects, with a focus on cross-border situations in the markets we invest in.

Speak to the Advisory teamSelected work
6 wksDD contract to delivery
76 ppReport, 22-tab model
2026Conclusions re-tested
FCARegulated UK platform
What we do

The services.

B1 · Capital

Capital Raising

Debt, equity and structured financing for companies and projects: preparation, positioning, documentation and investor engagement.

B2 · Transactions

Transactions & Due Diligence

Buy-side and sell-side support, valuation, and commercial and technical due diligence ahead of an investment.

B3 · Structure

Restructuring

Balance-sheet restructuring, debt renegotiation and working-capital repair for businesses under pressure.

B4 · Strategy

Strategic & Business Advisory

Feasibility studies, market-entry strategy, corporate repositioning, operational improvement and board-level strategy support.

How an engagement runs

Five stages, one standard.

Delivery is principal-led, with named accountability at every stage. Most mandates start with a four-week study: one named asset, a fixed fee and a written recommendation either way.

01

Understand

We start with your actual question, not our template. Scope, timeline and commercial terms are stated at the outset.

02

Assess

Evidence assembled and verified in the field. Every number that leaves the firm has a source, a check and a signature.

03

Recommend

A defined first engagement: four weeks, a fixed fee, and a written recommendation either way.

04

Execute

From business case to close: investment materials, counterparties and transaction support.

05

Stay

Implementation support, monitoring and ongoing counsel. Our longest relationships renew year after year.

Selected work

Representative mandates.

Client and counterparty names are withheld; references are available to qualified parties on request.

Capital

Due diligence on a West African cocoa processor

2023 · re-tested 2026
The situation

The impact arm of a pan-African development bank was preparing a convertible-note investment into a cocoa processor, and needed an independent view of achievable production and the value of its security.

What we did

We rebuilt the financial model from the underlying accounts, walked the process line on site, and verified the customer story through our own trade network rather than the target’s reference list.

The outcome

A 76-page report and 22-tab model, contract to delivery in six weeks. Re-tested in 2026 against later accounts: the specific risks identified in 2023 were the ones that materialised.

6 wksContract to delivery
76 ppReport
22Model tabs
Capital

Operational turnaround, Egyptian distribution

2022–23 · via partner firm
The situation

A leading Egyptian auto-parts distributor was strained not by demand but by its own working-capital cycle, in a market where import costs and currency pressure punish slow turns.

What we did

Working through a local partner firm, we built the restructuring plan around the cash-conversion cycle: inventory discipline, receivables management and a route-to-market redesign.

The outcome

A restructuring plan delivered to the principals in 2023, reorganising the distribution model around cash generation rather than volume.

Conflicts of interest. Lundy may act as adviser on a project and, separately, as a potential investor in it. Where that possibility exists, we disclose it to the client in writing before the engagement begins, and manage it under the firm’s conflicts-of-interest policy. Any investment by a Lundy fund requires its own investment-committee approval.

Start a conversation

Start with the four-week study.

One named asset. A fixed fee. A written recommendation either way.

Speak to the team
Related
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Portfolio advice and independent valuation.

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Sovereign & Development

Project advisory for states and DFIs.

Private markets

Commodities Fund

Where we invest behind the work.