INVESTMENT ADVISORY
Transaction structuring and support
Support the economic and operating logic of the transaction: scenarios, terms, milestones, transition period and governance arrangements.
Discuss the task ↗The question shaping the decision
The model, legal documents and operating plan can encode different expectations. We align them into one system of milestones.
Deal terms must work after signing
- Value scenario analysis
- Terms and milestone logic
- Transition plan and accountability
- Closing readiness and first decisions
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