The Challenge
Mendis, an aesthetic clinic, needed more than an accountant. To reach its next stage of growth, the business required strategic financial guidance and hands-on M&A advisory to evaluate, negotiate, and close an acquisition, all while management stayed focused on patient care and day-to-day operations. Beyond the deal itself, they needed dependable ongoing financial control so leadership wasn’t pulled away from running the clinic.
They needed a partner who could act as a trusted business advisor across the full lifecycle: assessing the opportunity, structuring and negotiating the transaction, and then keeping the finances running afterwards.
What Evocate Delivered
Evocate’s enterprise services division delivered an end-to-end advisory and support engagement:
- SWOT analysis and business assessment: a clear-eyed view of strengths, risks, and readiness for acquisition
- Financial forecasting and historical review: modelling future performance and validating past results to underpin the deal
- M&A negotiation: leading the transaction alongside lawyers and third-party valuers through to close
- Ongoing enterprise support: monthly bookkeeping, payroll, tax compliance, and controllership that keeps the finances governed and current
Outcomes
The acquisition closed successfully, securing the additional capital Mendis needed to invest in modern equipment and offer new services. With Evocate’s ongoing controllership function handling monthly bookkeeping, payroll, and tax compliance, management was freed to focus on operations and strategy rather than the books. The relationship has continued well beyond the transaction, with Evocate acting as Mendis’s trusted long-term business advisor.
Why This Matters
Most small and growing businesses treat accounting as a compliance chore and M&A as something they attempt alone or hand entirely to lawyers. Evocate’s enterprise services approach shows the value of a single partner who spans strategy, deal-making, and ongoing financial control. When advisory and controllership come from the same team, the numbers that inform an acquisition are the same numbers that run the business afterwards, and owners can pursue growth without losing focus on what they do best.
