Advisory philosophy

Disciplined, discreet and relationship-driven.

Our approach creates structure around complex situations while maintaining alignment across shareholders, management teams and capital providers.

How we work with clients

  • Principal-only coverage. Clients work directly with senior professionals who are responsible for advice, not just oversight.
  • Selective intake. We focus on a limited number of mandates, allowing for true engagement with the nuances of each situation.
  • Alignment of incentives. We seek structures where our economics clearly reflect the success of the engagement for the client.

How we think about risk

We pay equal attention to economic, governance and reputational risk. In many cases, protecting downside and preserving flexibility are more important than maximising short-term valuation.

  • Focus on covenant and control terms, not just pricing.
  • Careful planning around information sharing and communication with stakeholders.
  • Scenario analysis to understand resilience under stress, not only base cases.

Typical engagement steps

  • 01 — Discovery. Understanding context, constraints, objectives and potential areas of misalignment.
  • 02 — Analytics & structuring. Building scenarios across capital structures, counterparties and transaction paths.
  • 03 — Market engagement. Targeted outreach to a curated set of investors or buyers, with iterative feedback loops.
  • 04 — Execution & closing. Coordination of negotiations, documentation and closing steps, including communication planning.

Post-transaction support

Successful transactions are measured over years, not days. We often remain involved beyond closing to help embed new capital structures and relationships.

  • Support in refining board and governance structures.
  • Input into investor reporting and communication practices.
  • Availability as an independent sounding board for management and owners.