Photograph by Antti Leppänen, Wikimedia Commons, CC BY 4.0
Funding
Sell-side process leadership
Positioning, materials, diligence coordination and negotiation support.
Funding, M&A Advisory
Situation
The owners of a company decided to sell and needed the process run to a standard that institutional buyers would take seriously.
Approach
We positioned the company, prepared the materials, coordinated diligence across the parties and supported the negotiation through closing.
Outcome
A structured process with a clear timetable, consistent answers in diligence, and owners who could keep running the company while the sale progressed.
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Photograph by Ansgar Koreng, Wikimedia Commons, CC BY-SA 3.0 de
Funding
Institutional raise readiness
Narrative, modelling, investor process design and data room discipline.
Funding, Funding Advisory
Situation
A growing company prepared for its first institutional round and needed to meet the standard that institutional investors expect.
Approach
We rebuilt the narrative, the financial model and the investor process, and set up a data room that answered questions before they were asked.
Outcome
A company prepared for institutional scrutiny, with a case its investors could take straight to their investment committee.
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Photograph by Michael D Beckwith, Wikimedia Commons, CC0
Situation
After an investment, the board of a portfolio company received inconsistent reporting, and decisions were hard to trace.
Approach
We defined the KPI architecture, set the board cadence and mapped accountability across the leadership team.
Outcome
Reporting aligned with institutional standards, a board that receives the same information in the same form, and clear ownership of decisions.
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