Approach

A clear process from preparation to market.

Capital raises and transactions move when the proposition is credible, the right parties are engaged and momentum is managed carefully.

Mandate process

Five stages, adapted to the transaction.

The depth and sequencing vary by mandate, but the fundamentals remain consistent.

Establish the objective, transaction parameters, timing, decision criteria and the parties most likely to engage.

Output

Mandate scope

Develop the investment or transaction narrative, supporting materials and market-facing communication around a clear and credible proposition.

Output

Market materials

Build a focused market universe using sector, geography, mandate, cheque size, transaction history and strategic fit.

Output

Priority universe

Approach selected parties through disciplined, senior-level communication and manage responses, qualification and follow-up.

Output

Qualified discussions

Coordinate information flow, market feedback, meetings and next steps so that credible interest can progress efficiently.

Output

Process management

Execution

Preparation and origination matter, but so do qualification, responsiveness and consistent management after the first conversation.

A clear investment or transaction narrative supported by the information the market needs.

Investors, lenders, buyers or acquisition targets selected against the mandate.

Focused communication with the people responsible for evaluating the opportunity.

Qualification, information flow, market feedback, follow-up and next-step coordination.

Private discussion

Tell us where the business stands, what you want to achieve and the timeframe you are working towards.

Confidential initial discussionLondon / International markets