Two types of engagement
One for companies preparing to be sold. One for companies preparing to buy. Both are fixed fee, agreed before we start.
Sell-Side Readiness
For companies six to eighteen months from a process. We find what the buyer’s diligence will find, while there is still time to fix it rather than pay for it. Fundraising preparation sits within this engagement.
Fractional Corporate Development
For companies growing by acquisition without an in-house deal team. Strategy, pipeline, first-pass diligence, valuation and the board memorandum — run properly, without hiring a department.
The same three principles, whichever engagement you choose.
Fixed fee, agreed before we start
No success fee, and no view on whether you should transact. The fee is the same whether you sell, buy, or decide to do neither.
Written work you can use
Findings, models and memoranda in a form a board, an investor or a buyer can read — not a presentation that needs me in the room to make sense.
A small number of engagements
I work alongside a full-time finance leadership role, so I take on few clients. You work with me, not with an associate.
Let’s talk
Thirty minutes, no charge, no pitch. Tell me what you are considering and roughly when — I will tell you whether this work is worth doing now, later, or not at all.