OUTSOURCED M&A FUNCTION
An outsourced M&A function for ambitious financial planners
You focus on clients and financial planning. We assess the opportunity, structure the deal and drive execution through diligence, negotiation and completion.
You stay focused on clients. We run the transaction.
M&A creates a temporary demand for specialist judgement and relentless coordination. We provide that capability without the permanent overhead of an in-house deal team.
Opportunity assessment
Pressure-test strategic fit, valuation logic, commercial risk and the practical route to completion.
Deal structure and diligence
Shape heads of terms, consideration mechanics and a diligence plan that protects value and momentum.
Negotiation and adviser coordination
Keep lawyers, accountants, lenders and management aligned around decisions and deadlines.
Completion and integration handover
Manage conditions, signing and the transition from transaction work into a clear integration plan.
Focus on financial planning. We’ll focus on the deal.
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