What we do
Strategic Advisory
Work that increases value and readiness before, during and after a transaction.
- Founders planning an exit
- Families planning succession
- Acquirers building scale
What we do
Most of the value in a transaction is decided before a process begins. We help owners tighten reporting, reduce key‑person dependence and resolve the issues a buyer would find. We also advise on valuation, ownership options and succession, so every decision about the future of the business is made with a clear view of the alternatives.
In practice
Where strategic advisory is needed.
- Transaction readinessReporting, key‑person dependence and the issues a buyer would find, resolved before a buyer finds them.
- Value enhancementThe handful of changes that move the multiple, identified and sequenced in the year before a process.
- Valuation and options reviewsA clear view of what the business is worth to whom, and of every route that is open to its owners.
- Succession planningOwnership transition on the family's timetable, with the business protected and the next generation ready.
- Shareholder arrangementsAgreements that anticipate the moments shareholders disagree, written while everyone still agrees.
- Board advisoryAn independent view at the board table on strategy, capital and the decisions the business makes least often.
How a mandate runs
One disciplined sequence, shaped to every mandate.
- 01Assess
- 02Prepare
- 03Position
- 04Run
- 05Complete
The other practices
Discuss a mandate.
A thirty-minute, confidential conversation. You will leave with a clear view of your options, whether or not we work together.
Thirty minutes. Strictly confidential. No cost or obligation.
Senior attention, from the first conversation to completion.