Advisory

Advice from people who invest their own money too.

Seven services for three kinds of client. Each engagement is led personally by a principal who has raised and closed deals with his own money at stake.

Who we work with

Three kinds of client

Family offices and principals

Families that want direct deals and co-investments, not products. We bring origination, structure and principal-side judgement, and we are discreet by habit, not by policy.

Founders and management teams

Businesses raising from family offices, or building through acquisition. We know what investors want to see before a first meeting.

Platforms and sponsors

Buy-and-build vehicles and their backers. We design the roll-up, negotiate the term sheet and run the investor side so the operators can run the business.

Services

What we do

Buy-and-build

From thesis to signed term sheet: roll-up structure, valuation framework, rollover and cash-out mechanics, cornerstone raise, integration plan.

For
Platforms, sponsors, founders consolidating a fragmented sector
We deliver
Structure memo, term sheet, investor steering, diligence on targets
Format
Project (8 to 16 weeks) or retainer through closing

Capital formation

Raising from family offices and UHNW investors, where about two-thirds of the capital we have structured came from. Investor strategy, narrative, cornerstone first, then the round.

For
Founders, platforms, fund managers raising from private wealth
We deliver
Target list, materials review, warm introductions, process to close
Format
Retainer plus success component, where permitted

Investor relations

Keeping investors informed, engaged and ready for the next round. Reporting people actually read, committees that work, difficult conversations handled early.

For
Companies and vehicles with family office or UHNW shareholders
We deliver
Reporting cadence, investor committee design, shareholder communications
Format
Monthly retainer

Corporate finance and M&A

Carve-outs, secondary buyouts, convertible and asset-backed structures. We run the process and negotiate; we work alongside your modellers and lawyers rather than replacing them.

For
Owners and boards facing a transaction
We deliver
Deal design, counterparty negotiation, adviser selection, process management
Format
Project, scoped per transaction

Venture building

From concept to first institutional round. We have co-founded five companies and sold one; we know which early decisions are expensive to undo.

For
Families and corporates launching a new venture
We deliver
Business design, founding team, first capital, governance from day one
Format
Retainer, often with a fractional C-level role

Family office set-up and governance

Investment committee, direct-deal process, reporting, and an operating model where our AI stack does the admin so people do the thinking. Drawn from our own experience of family offices, not from a consultancy template.

For
Families setting up or rebuilding their office
We deliver
Governance charter, IC process, deal pipeline tooling, operations playbook
Format
Project (6 to 12 weeks), then optional retainer

Boards and fractional roles

Non-executive seats, investment committee membership, and fractional CFO, COO or corporate development roles for companies between rounds.

For
Portfolio companies, platforms, family holdings
We deliver
One to three days a month, with a defined mandate and term
Format
Annual appointment

How an engagement runs

Four simple steps

01

First call

Thirty minutes, no deck. We tell you honestly whether we can help, and who else might.

02

Scoping note

Two pages: the question, what we will deliver, who does the work, what it costs. Yours to keep either way.

03

The work

Weekly check-ins, one point of contact, decisions documented. We work alongside your existing advisers.

04

Afterwards

A closing memo and, where it makes sense, a light retainer so the relationships we opened stay warm.

What we do not do

Clear lines keep good relationships

  • We do not give regulated investment advice, manage third-party assets or run a fund for outside investors.
  • We do not work with retail investors, and we do not run mass fundraising campaigns.
  • We do not build the financial model for you. We work with your analysts, or help you hire good ones.
  • We do not take more than a handful of mandates at a time, so that each gets a principal, not a team of juniors.

Start here

Tell us the question. We will tell you if we can help.

We reply within two working days.

Write to us