Professional heritage of the principal
The Advisory Process
01 Scoping & Origination
We assess the capital required, the likely valuation and the company's readiness, and define the investors worth approaching.
One process, run the same way on every mandate.
02 Preparation
We prepare the teaser, information memorandum and financial model to institutional standards, and assemble the data room before any investor is approached.
03 Investor Engagement
We approach a curated shortlist in confidence, qualifying interest before the company's name is disclosed.
04 Due Diligence & Term Sheets
We manage investor diligence and questions, and negotiate term sheets alongside your counsel.
05 Execution & Closing
We take the transaction through definitive documentation, closing conditions and funds flow to completion.
Documentation standards
Teaser
A short, anonymised overview that establishes qualified interest.
Information Memorandum
A full account of the business, financials and investment case, prepared for institutional review.
Financial Model
Projections and sensitivities in a form investors can interrogate.
Data Room
A secure repository for diligence on the financial and legal record.
05 Execution & Closing
We take the transaction through definitive documentation, closing conditions and funds flow to completion.