A standing adviser, not a standing army.

Some clients want us in the room before there is a transaction: as a sounding board on growth options, capital questions, approaches from would-be acquirers, and the long-run shape of the business. Our strategic advisory engagements are deliberately lightweight — a retained relationship with a principal who knows your business, available when the question is commercial and the stakes are real.

Typical mandates

Evaluating unsolicited approaches

A considered, principal-level view of an approach before you respond to it — the buyer, the number, and the process you would be walking into.

Ownership and holding structures

Advising on ownership and holding structures alongside your legal and tax advisers.

Transaction preparedness

Preparing boards and owners for future transactions, before any process begins.

An independent commercial voice

Acting as an independent commercial voice in owner and family forums.

Well suited to

Boards and advisory boards of private companies; owners fielding periodic approaches; businesses between transactions that want continuity of advice.

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The first conversation is confidential, without obligation, and usually the most valuable hour of the process.

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