About Us

We at Caledonia Strategic Advisory leverage deep international experience and local market knowledge to develop practical recommendations designed to help you work smarter, grow faster, and compete stronger.

Welcome To Caledonia Strategic Advisory

Who We Are:

Caledonia Strategic Advisory Limited helps small and medium-sized enterprises unlock growth through expert strategic financial guidance, cash flow management, capital raising, and transaction support. Whether you're seeking growth capital, planning an acquisition, preparing for exit, or need strategic financial leadership, we bring international investment banking standards to the UK SME market.
Based in Dundee. Rooted in Scotland. Connected Globally.

Our Mission

To democratize access to world-class financial advisory services for Scottish SMEs.

Our Core Values

Excellence

 Delivering international-best practise financial advice.

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Integrity

Transparent, ethical, and client-focused guidance.

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Innovation

Practical financial solutions for real-world challenges.

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Partnership

Long-term relationships that drive sustainable growth.

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Our Vision

To democratize access to world-class financial advisory services for Scottish SMEs.

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what we do

Penny Grow reports on all major technological developments in wholesale and retail banking, capital markets, and insurance - and then use them to help you finance your own dreams and innovative business ideas.

Financial Planning & Business Modelling

We design tailored business models that translate your vision into numbers, showing how growth, cost, and capital decisions impact your future performance.

Business Valuation & Advanced Financial Modelling

Knowing what your business is worth is essential for growth, investment, or exit planning.

Grant Application & Strategic Funding Support

Navigating the landscape of public funding and grants can be complex. We identify suitable programs, prepare professional submissions, and ensure alignment with funding criteria.

Financial Restructuring & Turnaround Advisory

Businesses can face periods of financial stress even with strong fundamentals.

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Caledonia Strategic Advisory Limited help small and medium-sized enterprises unlock growth through expert strategic financial guidance, capital raising, and transaction support.

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