01
Sell-side Advisory
Full lifecycle divestiture — from preparation and positioning to competitive auction, negotiation and closing.
Mergers & Acquisitions
M&A advisory for consequential transactions.
An integrated sell-side and buy-side practice serving founders, family offices, strategics and institutional sponsors — from origination and valuation through diligence, negotiation and closing.
Practice
Independent advisory
Structure
Founder-led
Engagement
By mandate
Confidentiality
NDA-protected
Practice Capabilities
— I02
Buy-side Advisory
Origination, evaluation and execution of strategic acquisitions aligned with corporate development mandates.
03
Company Valuation
Blended DCF, trading multiples and precedent transaction analysis with defensible boardroom deliverables.
04
Financial Due Diligence
Quality of earnings, working capital, debt-like items, tax exposure and normalized EBITDA reconstruction.
05
Commercial Due Diligence
Market structure, competitive positioning, customer concentration, unit economics and growth defensibility.
06
Market Analysis
TAM/SAM/SOM sizing, regulatory review, secular trend mapping and geographic opportunity heat-maps.
07
Target Screening
Proprietary long-list generation with quantitative filters and qualitative fit against strategic criteria.
08
Acquisition Strategy
Portfolio strategy, platform vs. bolt-on framework, synergy quantification and integration thesis.
09
Financial Modeling
LBO, merger, accretion/dilution, synergy and sensitivity models built to institutional review standards.
10
Investment Memorandum
CIM and IM authored to the standards expected by strategic acquirers, sponsors and lending syndicates.
11
Pitch Deck
Management presentation, teaser and roadshow materials engineered for narrative, evidence and clarity.
12
Virtual Data Room
Structured VDR architecture, index taxonomy, permissioning and Q&A tracking through diligence.
Process Timeline
— IIIndicative sell-side timeline. Buy-side and cross-border mandates are calibrated to strategic scope, regulatory review and financing complexity.
Phase I
Weeks 1 – 4
Preparation
Mandate scoping, positioning, financial normalization, IM drafting and VDR construction.
Phase II
Weeks 5 – 8
Market Outreach
Curated buyer list, teaser distribution, NDA execution and IM release under controlled process.
Phase III
Weeks 9 – 14
Diligence & Bids
Management sessions, non-binding indications, diligence coordination, binding offers.
Phase IV
Weeks 15 – 20
Negotiation & Close
SPA negotiation, financing coordination, regulatory clearance and closing mechanics.
Frequently Asked
Clarity before the first meeting.
A concise primer on how we scope mandates, coordinate diligence and safeguard confidentiality across the transaction lifecycle.
We scope mandates for mid-market strategics, family offices and independent sponsors, sizing our approach to the specifics of each transaction.
A modest retainer covering preparation, plus a success fee calibrated to transaction value using a Lehman-style tiered scale. Bespoke structures available for complex mandates.
Yes. We coordinate cross-border processes through a network of legal, tax and regulatory partners, engaged as each mandate requires.
Timelines vary with deal complexity, regulatory review and financing structure. We provide an indicative timeline at the outset of each mandate.
Absolutely. Buy-side engagements can be scoped as origination-only, full execution, or a retained corporate development extension.
Every mandate operates under strict NDA protocols. VDR access is permissioned and auditable, and buyer outreach is code-named through the initial phases.