Capabilities

Capital, transactions and investor dialogue.

We support clients before, during and after key capital events, ensuring that structure, pricing and counterparties align with long-term objectives.

Capital structure & options review

A clear view of the capital structure is the foundation for good decisions. We provide an independent assessment of funding needs, leverage, covenants and timing.

Scenario analysis across equity, preferred, mezzanine and debt instruments.
Impact on control, dilution, governance and downside protection.
Practical recommendations and a phased roadmap for implementation.

Equity & private capital advisory

We run competitive yet tightly controlled processes to secure equity or private credit on terms that reflect both risk and strategic value.

Minority growth investments and expansion capital.
Majority recapitalisations and shareholder liquidity events.
Structured equity and private credit solutions, including hybrids.

M&A and strategic transactions

We advise on acquisitions, disposals and partnerships where strategic fit, timing and execution risks matter as much as headline valuation.

Buy-side support including mapping of targets and approach strategy.
Sell-side preparation, positioning and process management.
Support on joint ventures and structured strategic partnerships.

Investor narrative & ongoing dialogue

A compelling, honest equity story and disciplined communication approach are essential to building trust with capital providers.

Refinement of investment thesis, business model and value creation plan.
Preparation of materials: investor decks, information packs and management presentations.
Design of reporting cadence, KPIs and communication frameworks post-closing.

Advisory to allocators

For family offices and institutions, we provide an independent view on managers and direct opportunities, complementing internal teams rather than replacing them.

Review and optimisation of existing manager rosters.
Assessment of co-investment and direct deal opportunities.
Portfolio-level capital allocation and risk/return discussions.

Engagement model

Our engagements are structured to create alignment, clarity and predictability for clients.

Transparent fee structures with a blend of retainers and success-based elements.
Clear delineation of responsibilities across advisors, counsel and other stakeholders.
Regular progress updates and decision checkpoints agreed in advance.