Whether you are looking at succession planning, taking in growth capital through investors, commercial loans or large credit facilities; you can leverage our network of investors and lenders who can help grow your business.

Our tailored solution includes:

1. Risk assessment and due diligence to ensure you are investor ready.
2. Pitch deck and Information Memorandum creation.
3. Project management support for data room setup and financial, tax & cybersecurity due diligence.
4. Benchmarking and intelligence specific to your business sector.
5. Warm introductions to investors and lenders.
6. Marketing and out-of-network outreach.
7. Planning & strategy sessions.

For Equity or Merger / Acquisitions:

1. Initial discussions with you and your leadership to determine synergies.
2. A confidential due diligence and audit of the business is undertaken.
3. Letter of Intent (LOI), Investment Agreement or Term Sheet is issued for your consideration.
4. After due diligence is complete, a formal offer is given.
5. Subject to legal, regulatory, valuation and any other requirements, we proceed to deal completion.

* For M&A transactions, you can choose to retire or stay on after the sale of your business.
* Deals can be structured as equity release or long-term staged sale for your business.
* Our board of directors and advisers have completed multiple M&A transactions and have experience of all aspects required to complete transactions successfully.

We provide access to many non-bank senior and subordinate lenders. Key benefits include faster approvals and direct access to decision-makers. Our process involves the following steps:

Stage 1: Initial discussions with you and your leadership to determine synergies.
Stage 2: Initial Review & Heads of Terms
Stage 3: Credit Committee Review
Stage 4: Credit Facility Letter
Stage 5: Third Party Reports (if applicable)
Stage 6: Drawdown of Funds