INVESTMENT ADVISORY
Opportunity sourcing and deal readiness
Build an opportunity pipeline, structure the investment material and prepare owners and management for a substantive capital conversation.
Discuss the task ↗The question shaping the decision
The financial model, rights, team and technology landscape often live in separate documents. We assemble them into one decision logic and data room.
An opportunity must be comparable, not merely attractive
- Long list and shortlist
- Investment profile and information memorandum
- Financial model and scenarios
- Data room structure and Q&A
Scope, data sources, review independence and outcome criteria are agreed before work begins.
Our approach
From the question to a decision.
- 01
Frame the thesis
Define the investment logic, screening criteria, mandate boundaries and questions that can change the decision.
Thesis and decision map - 02
Build the evidence
Test the market, economics, rights, operations, technology and the quality of available data.
Model and risk register - 03
Align the transaction
Connect findings to valuation, terms, accountability, milestones and the transition plan.
Terms and closing plan - 04
Create value
Launch the first 100 days, reporting, digital change and regular review of investment assumptions.
Governed change portfolio