Since launch in early 2017, Garfield Advisory has advised more than 20 clients. These have included large and mid-cap international quoted companies, private investors and family offices, as well as emerging companies across the financial services, technology, energy and real estate sectors.

Recent project mandates

These include:

• proposal to merge two of Europe’s leading car makers to create an €30bn global auto group
• potential Primary London listing of a $3.5bn overseas resources company
• dealing with equity investor fall out in a high profile debt restructuring of a global resources company
• a cross-border activist firefight involving a leading French corporate, a prominent US investor and an Italian infrastructure company
• a crisis at a Swiss quoted asset management group prompted by an investigation into irregular conduct by a senior portfolio manager
• a high-profile M&A situation involving a leading UK care home owned by international investors
• issues management and profile-raising for a London-based Middle Eastern trade bank
• handling media scrutiny of the tax affairs and business conduct of a number of prominent international business-people and investors
• Securing prime time TV coverage for a a Brexit advisory service for SMEs
• Profile raising for a cloud-based payments processing firm

Retained Clients

Garfield Advisory also acts on a retained basis for a number of VC and family office investors, and emerging companies seeking to raise profile and generate potential interest from investors and potential business partners. Current or recent retained clients include:

• An entrepreneurial family office with investments in European start-ups in Insurtech, Wealthtech, lending platforms and Proptech. They have also created Reit-type structures in both Europe and MENA which they intend to list on major global exchanges
• A corporate advisory boutique with a blue-chip pan-European client list
• An independent MIFID-II compliant research house offering unconflicted quoted company research on a pan-European basis
• A rapidly growing B2B French retail digital technology company
• An international asset management group which operates funds investing in global emerging markets high yield debt, quoted biosciences companies and pre-IPO tech companies.
• A leading Israeli entrepreneur with global interests in shipping, energy, resources and transportation
• An Israeli motor vehicle cyber security company