We advise from the investor’s side of the table.
Investor-grade perspective on governance, value protection and ownership transitions.
Discuss your situation
Photograph by Luis Miguel Bugallo Sánchez, Wikimedia Commons, CC BY-SA 4.0
The situation
We advise on the decisions that change what an investor owns and how it is governed
A new board seat, a follow-on round, a change of management, a partial exit. We advise funds, boards and investment committees on each of them with a private capital perspective: what protects value, what creates it, and what the structure will look like in three years’ time.
The work
We look at governance, value protection and ownership as one question
- Governance: board composition, information rights, decision rights and reporting to the investor.
- Value protection: the terms, controls and early warnings that keep a position sound.
- Ownership transitions: entries, follow-ons, secondary sales and exits, prepared well before the event.
- Alignment between the fund, the board and the leadership team.
Photograph by Diego Delso, Wikimedia Commons, CC BY-SA 4.0
The result
Advice that the investment committee can adopt as written
Our output is investment-committee grade: a clear recommendation, the reasoning behind it and the risks that remain, in a form that can be tabled as it is.
Tell us which decision is in front of your fund or board
Describe the situation in a few lines, and we will propose the scope that fits it.
Discuss your situationconnect@msquare-capital.com