Steady counsel
for decisive
companies
Corporate · Financial · Legal
Independent advisory for leadership teams facing transactions, restructurings and the decisions that shape the next decade.
Independent since 2011
Boston · Edinburgh
About Aldreen
Hard decisions deserve plain answers. Aldreen puts corporate, financial and legal advisers in one team, so leaders get a single joined-up view instead of three separate opinions.
We work as an extension of the boardroom: small senior teams, close to the detail, accountable for the outcome rather than the hours.
Our clients range from founder-led businesses to listed groups. What they share is a moment that matters, and a need for advice they can act on.
What we do
Four disciplines, one accountable team
Most important decisions are part legal, part financial and part strategic. We staff them that way from the first meeting.
01
Corporate Advisory
Board-level guidance on governance, transactions and the structural decisions that change how a company operates.
02
Financial Strategy
Capital planning, valuation and investment cases built to stand up to lenders, investors and auditors.
03
Mergers & Acquisitions
End-to-end deal support, from target screening and diligence through negotiation, signing and integration.
04
Legal & Regulatory
Commercial contracts, compliance programmes and regulatory engagement, handled by specialists who speak finance.
How we work
A clear path from first call to completion
Every mandate follows the same five steps, scaled to the size of the decision in front of you.
01
Week 1
Listen
A partner-led first conversation to understand the decision, the deadline and what success looks like.
02
Weeks 2–3
Diagnose
We review the numbers, contracts and risks, then set out the real options in a short written brief.
03
Weeks 3–4
Advise
A clear recommendation with the reasoning behind it, ready for your board, lenders or investors.
04
To completion
Deliver
We stay through negotiation, signing and integration until the outcome is secured.
05
After closing
Review
We check in once the deal has settled, so the outcome holds and the next decision is already in view.
Next step
It starts with one conversation.
Tell us about the decision in front of you and a partner will set up a first call.
Selected work
Outcomes we’ve helped deliver
A selection of recent mandates. Client names are withheld; the details are not.
M&A
Logistics
·
2025
Carve-out of a logistics division
Separated a 1,200-person division from its parent and guided the sale to a strategic buyer in under nine months.
Project context
A listed parent needed to exit a non-core division without disrupting shared operations.
Key outcomes
Separation plan agreed in ten weeks
Competitive process with four bidders
Transitional services exited on schedule
View case study
Restructuring
Manufacturing
·
2024
Refinancing a family-owned manufacturer
Rebuilt the capital structure of a third-generation manufacturer facing a covenant breach and a tightening credit market.
Project context
Rising rates had pushed leverage past lender comfort ahead of a major investment programme.
Key outcomes
Covenants reset with existing lenders
New term facility on better terms
Investment programme kept on track
View case study
Disputes
Consumer goods
·
2024
Resolving a cross-border supply dispute
Led commercial and legal strategy in a contract dispute between a retailer and its largest overseas supplier.
Project context
A failed delivery season had escalated into competing damages claims across two jurisdictions.
Key outcomes
Settlement reached without litigation
Supplier relationship preserved
New contract framework in place
View case study
Investment
Healthcare
·
2023
Growth investment in a healthtech platform
Advised a founder-led healthtech business on its first institutional round and on preparing for regulated growth.
Project context
Rapid growth had outpaced the company’s reporting, compliance and governance foundations.
Key outcomes
Round closed above target valuation
Board and reporting rebuilt
Regulatory roadmap agreed with investors
View case study
Clients & recognition
In good company
From founder-led businesses to listed groups, these are some of the organisations that have trusted us with a decision that mattered.
Why Aldreen
Not the usual advisory model
Five things that change when a partner, not a pitch team, runs your mandate.
Who does the work
Partners pitch, juniors deliver
A partner leads every meeting, start to finish
How you pay
Hourly billing with no ceiling
A fixed fee agreed before work begins
Independence
Paid on the products they place
No commissions and nothing to sell you
After the deal
The engagement ends at close
Quarterly reviews for 12 months after
Reporting
Long decks, delivered late
A one-page brief every Friday
Our people
The people in the room
Partner-led teams across corporate, financial and legal practice. The people you meet first are the people who do the work.
#4 partners
#40+ advisers
#2 offices
Recognition
Recognised for advice that holds up
Independent rankings and industry awards, earned long after the deals themselves closed.
Winner
©2025
Boutique Finance Awards
Gold
Mid-market Advisory Firm of the Year, for refinancing and disposal work.
Top tier
©2024–25
Independent Legal Directory
Band 1
Ranked for corporate and M&A advice to founder-led and listed businesses.
Shortlist
©2024
Northeast Business Review
Restructuring
Shortlisted as a leading adviser on complex lender negotiations.
Honourable mention
©2023
Boston Business Index
People
Named a best place to work in professional services.
Client voices
Trusted when it counts
Founders, boards and finance leaders on what it’s like to work with us.
Orderly under pressure
Aldreen took a messy, high-pressure refinancing and made it feel orderly. Every recommendation came with the reasoning behind it, which made board approval straightforward.
Hannah Whitlock
CFO, Brightwater Foods
Protecting what mattered
They understood that our dispute was really about protecting a relationship. We settled quickly and we still work with that supplier today.
Rachel Kim
General Counsel, Ardent Retail
Clear, candid and fast
Clear, candid and fast. The team ran diligence like they had skin in the game and kept our founders focused on running the business.
Daniel Osei
Founder, Meridian Health
The calmest voice in the room
From the first workshop to completion, Aldreen was the calmest voice in the room. The carve-out landed on time and without surprises.
Jonas Berg
CEO, Halvard Industrial
Straight answers, quickly
We came in with a messy cap table and a hard deadline. Aldreen gave us straight answers within days and a plan we could actually execute.
Sofia Marin
COO, Lumen Logistics
A steady hand in the deal
In a tense negotiation they kept everyone focused on what mattered. We closed on better terms than we expected.
Arjun Mehta
Managing Director, Kestle Capital
Regulation made manageable
Our compliance programme went from a worry to a strength. The team explained every requirement in plain language.
Claire Dubois
General Counsel, Vela Biotech
Advisers who stay close
Partners were on every call, not just the pitch. That consistency made a long restructuring feel manageable.
Megan Turner
CFO, Ashby Homes
How we charge
Fees you can plan around
Three ways to work with us. You’ll see the structure and the number before any work begins.
Agreed upfront
Fixed fee
For defined pieces of work with a clear end point.
From $18k
Per engagement, fixed in writing
Scope and deliverables set in writing
One price, no hourly billing
Suited to reviews, valuations and opinions
Partner-led from start to finish
Monthly, capped
Most chosen
Retainer
For leadership teams who want a senior adviser on call.
$9.5k
Per month, capped. Pause anytime
Direct line to a named partner
Board, lender and investor preparation
A capped monthly fee
Adjust or pause with 30 days’ notice
Base + completion
Success-linked
For transactions where our fee should follow the outcome.
1.5%
Of deal value, mostly on completion
Reduced fee during the process
Completion fee only on closing
Interests aligned with yours
Available for M&A and fundraising
Fees exclude VAT. Every engagement starts with a free 30-minute call with a partner.
Insights
Notes from the advisory desk
FAQ
Questions, answered
If yours isn’t here, ask us directly. A partner reads every message.