How we workEngagement models
A disciplined process for every transaction — and a choice of engagement models, so the way we work fits the deal rather than the other way round.
The process
Six stages, adapted to each transaction. You always know where the process stands and what happens next.
A first, no-obligation discussion. We listen, ask the difficult questions early and tell you honestly whether — and how — we can help.
We review the business or asset, the numbers and the realistic options: sale, partner, refinancing or capital raise. Non-disclosure agreements are in place before any detail is shared.
Equity story, teaser, information memorandum, model review and data room — prepared to the standard serious counterparties expect.
A curated list of investors, lenders or acquirers — approached in a controlled sequence that protects confidentiality and creates competition.
We manage offers, term sheets and due diligence, and stay with you through documentation to signing and completion.
Many relationships continue: follow-on financing, add-on acquisitions or the next stage of the company’s growth.
Two client channels
We work with those seeking capital and with those providing it — and confirm in writing, for every transaction, which side we act for. The fee basis follows the mandate, the jurisdiction and the regulatory requirements that apply.
A · Capital seekers
Project sponsors · Companies · Business owners
B · Capital providers
Family offices · Funds · Strategic investors · Acquirers
Engagement models
Every engagement is confirmed in a written letter that sets out scope, fees and confidentiality before any work begins.
We run the transaction end-to-end: preparation, materials, outreach, negotiation and closing.
For well-prepared transactions with a clear route to market — most of our reward is tied to the outcome.
We work alongside your existing bank, corporate-finance firm or lawyers — adding reach, investor access or sector depth.
For introducers, advisers and industry figures who see good transactions but do not execute them.
A defined piece of work ahead of a transaction — so that, when you go to market, you go prepared.
For funds, family offices and corporates: we search for opportunities against your criteria and bring you only those that fit.
Standards
The terms change from deal to deal. These do not.
Non-disclosure agreements are signed before sensitive information is shared, and counterparties are approached only with your approval.
Fees, fee-shares and introduction arrangements are disclosed and agreed in writing. No hidden retrocessions.
Where a transaction requires a regulated entity — for example to arrange a securities offering — that part of the work is carried out by an authorised partner firm.
Describe the transaction in a few lines; we will suggest the most sensible way to work together.
