How an engagement runs, step by step

The six stages

1. 1. Target assessment and positioning

   We review the company profile, financial track record, client mix, revenue quality and strategic fit, so alignment is clear before any transaction begins.

   What we need

   Company overview, recent financials and your objectives.

   What you get

   A clear view of the opportunity, the risks and how to position the company.

2. 2. Financial due diligence

   A deep dive into historical P&L, PBT margin analysis, revenue concentration, purchase order pipeline and working capital.

   What we need

   Audited and management accounts, and the order book.

   What you get

   A picture of earnings quality and where value or risk sits.

3. 3. Commercial due diligence

   Evaluation of capability stack, client dependency risk, talent retention and partner ecosystem to surface hidden value and risks.

   What we need

   Customer, supplier and partner information, and the team structure.

   What you get

   An assessment of the business beyond the numbers.

4. 4. Valuation, structuring and negotiation

   We benchmark deal economics against comparable transactions, and lead or co-lead commercial negotiations on behalf of the client.

   What we need

   Your price expectations and the terms you will and will not accept.

   What you get

   A defensible valuation, a deal structure and negotiated terms.

5. 5. Legal team coordination

   We empanel and coordinate a qualified legal team to review NDAs, Share Purchase Agreements and all transaction documentation.

   What we need

   Corporate records and any existing agreements.

   What you get

   Documentation reviewed and aligned with the commercial deal.

6. 6. Post-merger integration

   Operational and financial optimisation to maximise synergies and support sustainable growth after the transaction closes.

   What we need

   Integration priorities and the people who will lead them.

   What you get

   A plan to capture the synergies the deal was built on.