One person leads you; behind them sit specialists for each block of the transaction. The team is assembled for the sector and the task.
You deal with one person. The work is done by specialists.
Leads the client, accountable for the result and the timetable, the single point of contact.
Earnings normalisation, financial model, scenarios.
Independent valuation, substantiation of value, the bridge to transaction price.
Title, encumbrances, structure, the agreement.
Tax consequences of the structure, risks, the transaction tax map.
Checks that figures reconcile across documents and that each has a source.
Practising specialists with closed-transaction experience are brought in: valuers accredited to work with state corporations, transaction lawyers and tax advisers. Specialists are engaged for the specific asset, so the team includes someone who has done something comparable. The composition on your project is disclosed when the mandate is discussed — with names and evidence of qualification.
| Stage | What happens | How it closes |
|---|---|---|
| 1. Intake | review of the task, boundaries, the list of missing data | a decision to proceed |
| 2. Compliance | screening of the parties, source of funds, conflicts of interest | a positive conclusion opens the next stage |
| 3. Data gathering | information request, data room structure | completeness of materials |
| 4. Analysis and valuation | normalisation, model, value range | internal review accepted |
| 5. Packaging | teaser, memorandum, presentation | owner approval |
| 6. Going to market | distribution, NDAs, buyer questions | live interest |
| 7. Offers and closing | offer comparison, negotiation, agreement, completion | funds received |
At each transition you receive a short status: what is done, what is blocking, what comes next. We report the result of the work.
多算勝，少算不勝 — «Those who calculate much prevail»
Sun Tzu, The Art of War, «Laying Plans». A transaction is won before the negotiation — where the calculation was done.
You see the work in real time instead of a call every second week.
The status of each stage, completed documents, the buyer list with markers — who received it, who signed an NDA, who made an offer. Buyer questions and our answers sit in a single log.