Three situations from our work, described without names

Our mandates are confidential. These descriptions leave out names and figures; the details can be discussed on request.

  1. FundingSell-side process leadershipPositioning, materials, diligence coordination and negotiation support.
  2. FundingInstitutional raise readinessNarrative, modelling, investor process design and data room discipline.
  3. TransitionGovernance and reporting resetKPI architecture, board cadence and accountability mapping.
Rows of archive shelves and cabinets
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.

Request the case

The stair hall of a historic court building
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.

Request the case

An empty historic court room with a long table
Photograph by Michael D Beckwith, Wikimedia Commons, CC0

Transition

Governance and reporting reset

KPI architecture, board cadence and accountability mapping.

Transition, Governance & Reporting

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.

Request the case

Tell us which situation resembles yours

Each case can be discussed in more detail, under confidentiality.

Discuss your situation