Deal size shouldn’t dictate the quality of advice
Shaf Bheda’s new boutique advisory firm Greenoak targets underserved sub-£10m transactions with what he calls “senior-led, quality corporate finance advice”
Hello Rainmakers,
The advisory world is changing. And when Shaf Bheda asked himself if there was still a market opportunity to be doing something slightly different? He found himself answering in the affirmative. Sam Metcalf picks up on what happens next.
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After helping to establish DSW’s presence in the East Midlands over the past couple of years, Shaf Bheda has launched his own advisory firm, Greenoak Advisory. It is the culmination of an idea that has been developing for some time and, he believes, a response to a clear gap in the corporate finance market.
He describes the move as more of a steady evolution than a sudden jump.
“I wanted to set up probably two years ago when we actually set up DSW,” he recalls. “Over time, we drifted into the bigger deals. The natural thing was for me to come back and think, okay, is this what I want to be doing? Is there still a market opportunity to be doing something slightly different?”
That reflection led him back to a segment he feels strongly about: owners completing smaller transactions, often the most important financial event of their lives, but who do not always receive advice to match the stakes.
