Advisory

Transaction structuring and arrangement,
done as a disciplined build process.

We work with corporate and institutional clients and their counsel to structure, arrange, prepare for, and complete transactions, removing friction, and putting opportunities into a form that counterparties can evaluate quickly and fairly. Our practice is traditional advisory, but with better instrumentation and a systematic approach to transaction processing.

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Structuring

• Support clients in arranging optimal transaction structures, including appraisals, valuation and modelling.
• Support clients in identifying, targeting, screening, and triage of the most appropriate counterparties globally, including leading private equity and credit fund managers, corporate strategic investors, banks, and others.

Readiness build-out

• Define the informational universe related to the transaction and counterparty expectations, at parent and project company levels, as needed.
• Track what exists, identify what is provisional, track what is missing, and watch for what cannot yet exist.
• Manage a sequenced process so late-stage items are not chased too early.

Diligence & data room structuring

• Document taxonomy and folder architecture aligned to investor expectations.
• Evidence linking: each material point traceable to a source.
• Readable outputs: snapshots and reports for clients and counterparties.

Transaction support

• Identify and approach the most suitable counterparties, using tailored proposals carefully based on each counterparty's known interests.
• Prepare client management fteam or the counterparty's diligence process, including calls and follow-up cycles.
• Coordinate deliverables and responses and track open items across stakeholders.
• Maintain a clean posture: no over-claiming, no premature exposure.