About
Charlene Burridge is a Partner at Accuracy with 20 years of experience. Charlene’s professional experience includes transaction advisory and due diligence; business plan preparation, cash forecasting and working capital reviews; financial transformation and strategy.
She also has experience in the assessment of complex damages in international arbitration and has conducted forensic investigations.
Charlene has worked across a wide range of industry sectors with a focus on industrial products, long term contracting businesses, software and technology and business services. Much of her work in recent years has been in an international context, involving cross-border transactions in the United Kingdom, Europe, the Middle-East, North America and Asia.
Qualifications
- Fellow of the ICAEW
- MA, University of Cambridge, 2005
In-depth expertise
Charlene’s experience includes private equity and corporate transactions with a focus on both vendor and acquisition due diligence services, business plan preparation, synergies assessment and advice on SPA clauses such as price adjustments and warranty clauses.
Charlene is a specialist in supporting carve-out engagements having assisted a number of corporates with the financial and operational aspects of large global carve-out engagements.
Charlene has worked with various large corporate and private equity clients including Schneider Electric, Thales, Rolls Royce, Bridgestone, Alstom, Veolia, BAM, Legrand, Airbus, Pernod Ricard, Balfour Beatty, ICG, Oakley Capital, MML Capital, Graphite Capital, Eurazeo, Ardian and Tikehau.
Example of engagements
Transaction engagements
- Various, 10+, vendor assist and buyside roles for a global fortune 500 industrial company including carve out, business plan preparation, SPA and closing account support in the context of global strategic acquisitions and in various end markets including electrification, cooling, industrial software and sensors.
- Vendor assistance and carve-out support to global fortune 500 aerospace and defence company in the context of their disposal of an IoT business
- Multiple sell-side support mandates (carve-out, financial fact-book, business plan build, IM production, valuation etc.) to a global waste, water and energy services business in the context of CMA mandated disposals
- Vendor Assist services to a UK construction company including business modelling and carve out support prior to sale of their support services division.
- Various acquisition due diligence and Class 1 reporting engagements on behalf of a UK construction and services business.
- Vendor due diligence services for a UK housebuilder, including oversight of commercial, operational, IT, financial and taxation work streams.
- Financial due diligence services on behalf of a UK FTSE 100 aerospace and defence business
- M&A support including valuation and consideration of price allocation for a global aircraft manufacturer in preparation for a disposal in the Middle East
- Acquisition due diligence on a UK restaurant chain.
- Due diligence and cash flow forecasting in the context of a pre-pack administration process for a multi-channel global retailer.
- Preparation of a refinancing report for a UK based recruitment company.
- Reporting accountants work including preparation of long form and working capital reports and related comfort letters supporting a UK AIM market listing
- Acquisition due diligence and review of profit sharing arrangements in connection with the merger of two international law firms
- Buyside and sell side assistance to a global tyre manufacturing and automotive services business
- Acquisition due diligence, SPA support, value allocation and purchase price allocation in the context of the acquisition of a multichannel retail platform, by a global champagne and spirits company
Strategic and transformation engagements
- Various strategic mandates for global media company including market and competitor analysis
- Commercial and market analysis in the context of the disposal of an equipment maintenance business in the UK
- Strategic and market analysis in the context of the acquisition of a high-end jewellery manufacturer for a Pan European private equity fund
- Review of various renewable energy assets (wind and biomass) to identify value enhancement opportunities and downsides.
- Assistance to a global electrification leader to design and implement new financial management tools and processes including performance reporting, manufacturing and cash forecasting tools.
- Financial transformation advice to a UK based services business who had been through a series of acquisitions including improvement of financial processes and redesign and implementation of forecasting tools.
- Construction of an operating model for aerospace and defence JV.
- Preparation of a cash forecasts and sensitivity analysis for an IT services company in the context of a cash shortage and required equity injection by a private equity investor.
Arbitration and forensic engagements
- Damages assessment in the context of an ICC arbitration relating to a post M&A dispute in the restaurants sector.
- Damages assessment in the context of a post M&A dispute in the paper production sector
- Quantum expert reports and joint statement in an ICC arbitration relating to the delay in construction of a UK manufacturing plant.
- Damages assessment and settlement negotiations in the context of an arbitration relating to the termination of a contract between a services company in the Middle East and the local municipality.
- Forensic investigation in the context of a fraud in Central Europe (traffic and purchase of influence, tax evasion, money laundering) for a listed international group.