Capabilities
Four capabilities, in selected markets.
A mandate rarely needs all four. These are capabilities, not a sequence; the numbered stages on the Approach page describe how any of them is run. What follows is what each involves and what you receive.
A
Origination
Outbound Investment Advisory
You know the sector and the ticket. What is not yet known is which assets in that market are genuinely available, which are worth a conversation, and which are on the market because somebody else has already passed.
What it involves
- Investment thesis and screening criteria, agreed in writing before we look at anything
- Market mapping — who owns what, who is selling, who is only listening
- Shortlisting, including the assets we recommend you do not pursue
- Counterparty introductions and indicative valuation
What you receive
- A screening memorandum with the full universe and the reasons for every exclusion
- Two to four asset profiles with an indicative valuation range
- A recommendation, which may be to stand down
Indicative 8–14 weeks · Basis Fixed fee
B
Execution
Transaction Advisory & Due Diligence
A cross-border mandate can involve several advisers across multiple jurisdictions, without one party accountable for how their findings fit together. We provide that consolidated commercial view.
What it involves
- Commercial due diligence — market, competition, customers, management
- Scoping the adviser set with you, then holding the appointed workstreams to one timetable
- Valuation support and challenge of the seller's model
- Negotiation support, with the walk-away position agreed in advance
What you receive
- A consolidated report reconciling every adviser's findings into one view
- A red-flag register ranked by price impact
- A structuring paper and a negotiation position
Indicative 10–20 weeks · Basis Retainer + milestones
C
Coordination
Regulatory Coordination
Whether a filing is required, and on what timetable, turns on the specific transaction — the parties, the sector, the rights acquired. That question shapes the structure and the timetable, which is why it belongs in week one rather than week thirty. We coordinate the regulatory workstream with your appointed legal and regulatory advisers. We do not provide legal advice and we do not guarantee approvals.
Regimes we coordinate around
- United States — CFIUS, including mandatory filings and mitigation agreements
- European Union — the EU FDI Screening Regulation and national regimes
- United Kingdom — the National Security and Investment Act
- China — the foreign investment negative list and sector access conditions
What you receive
- An early view, with counsel, on whether a filing is likely and what it would cost in months
- Ownership and governance options developed with counsel, trade-offs stated plainly
- A timetable built around the review, not despite it
Indicative Runs alongside B · Basis Fixed fee or retainer
D
After completion
Post-Investment Governance
Cross-border investments rarely fail at signing. They fail afterwards, reported through a management team with no particular incentive to raise problems early.
What it involves
- Board or observer appointment where the transaction provides for one — a director's duties are owed to the company, and we say so before the seat is accepted
- Reporting on your calendar, in a format that does not change
- The hundred-day plan, and someone accountable for whether it happened
- Exit planning, begun at entry
What you receive
- Quarterly reporting against the plan agreed at entry
- Board papers read and challenged before the meeting
- An annual view on hold, grow or exit
Indicative Annual, renewable · Basis Annual retainer
Scope
What we do not do.
The activities below fall outside our mandate — either because they require separate authorisation, or because our independence policy excludes them. Full detail on the Regulatory Status page.
We do not manage money.
No discretionary mandates, no custody, no pooled vehicles.
We do not sell or place products.
We do not recommend, promote or place funds, listed securities or structured products, and we are not licensed to.
We do not take a fee from both sides.
No vendor introduction fee, no adviser rebate, no mark-up on third-party costs.
We are not your lawyer or your auditor.
You appoint them and contract with them directly. We coordinate their work and integrate their advice. We do not provide legal advice and we do not guarantee regulatory outcomes.
Sectors
Technology
Growth and control positions in software, semiconductors and data infrastructure, where screening considerations shape the structure from the outset.
Real Estate
Income-producing and development assets, where the operating partner matters more than the building.
Energy
Conventional and transition assets, where the regulatory regime is the investment case rather than a constraint on it.