Personally involved for the whole duration of the engagement and beyond

No conflicts of interest – focused on a client, their needs and the problem at hand

 

Over 20 years of investment banking experience (HSBC, UBS, JPMorgan)

Transaction execution skills across a broad range of sectors

Track record as a principal - many years as an in-house M&A professional at a global corporate

Full grasp of internal decision making processes and complexities, typically hidden to external advisers

Advising private equity-owned businesses on a bolt-on acquisitions in the UK

Developed understanding of challenges specific to the mid-market

Dealt with cultural differences, travelled extensively and spent the required time on the ground to get things done

Mastered regulatory, legal and political frameworks in countries from Armenia to Zimbabwe

Thorough preparation for the process (business plan, data room, buyer universe, other advisers selection)

Business plan review and validation, valuation

Complete project management and transaction documents negotiation support

Financial modelling, ad-hoc financial analyses, valuation 

Deal structuring advice

End to end transaction management and transaction documents negotiation support

Business plan review and validation

Analysis of all sources of external funding with a recommendation

Deal structuring advice

Transaction documents negotiation support

Independent review from a refinancing, management buyout through to a total or partial trade sale, or an IPO

Recommendation of the best route, including when, how and who to engage with