Mergers & Acquisitions
Buy-side and sell-side.
Senior advice. Hands-on execution.
M&A transactions are high-stakes, time-intensive, and rarely routine. I provide senior, hands-on support across the full transaction lifecycle — from mandate to close.
Sell-Side Advisory
Finding the right buyer. Achieving the right outcome. I support owners and management teams in navigating sell-side processes with clarity and confidence — from the initial decision through to close.
Transactions that succeed are rarely accidents. They result from careful preparation, a disciplined process, and the right people in the right conversations at the right time. Whether a targeted bilateral approach or a competitive process — I manage the mandate with full personal accountability from start to finish.
Structuring and running a disciplined sale process. Managing the timeline, coordinating advisors, and keeping the process moving without unnecessary exposure.
Information Memorandum, financial model, management presentation, and data room. Positioning the business clearly and credibly is often the difference between a good outcome and a great one.
Identifying the right universe of strategic acquirers, financial investors, and family offices — and approaching them in a way that protects confidentiality and maximises interest.
Establishing a robust, defensible valuation basis. Supporting negotiations on price, structure, and key terms — always with the seller's objectives as the anchor.
Coordinating due diligence, managing the Q&A process, and working closely with legal and tax advisors to keep the transaction on track through to signing and closing.
Preparing or coordinating vendor-side financial due diligence to accelerate the process, reduce buyer uncertainty, and strengthen the seller's negotiating position.
Succession & Ownership Transition
For many business owners, a transaction is also a personal transition. I support owners in planning and executing ownership changes — within the family, to a management team, or to an external buyer.
Succession requires careful planning, clear structuring, and sensitive handling of relationships that matter. I combine financial rigour with an understanding of the human side of these transitions — working discreetly and with full respect for the owner's goals and timeline.
- Structuring intra-family transfers, including independent valuation for gift and inheritance purposes
- Management buy-outs and buy-ins — preparing, structuring, and financing the transaction alongside the management team
- Identifying and approaching external buyers when an internal solution is not available or not preferred
- Preparing the business for transition: financial documentation, governance structure, and management readiness
- Coordinating with tax and legal advisors to ensure the structure reflects the owner's long-term objectives
Buy-Side Advisory
Acquiring with conviction — from target identification through to closing. I support strategic acquirers and financial investors in building a disciplined, focused approach to inorganic growth.
A well-executed acquisition can transform a business. A poorly executed one can set it back for years. I provide senior support across the full buy-side process, from identifying the right targets to closing the right deal.
Defining the acquisition criteria and translating them into a structured target universe. Systematic market mapping, prioritisation, and ongoing pipeline management.
Building and maintaining a live deal pipeline — tracking targets, status, and next steps — so that the right opportunities receive attention at the right time.
Approaching targets directly and discreetly. Building relationships ahead of a formal process, positioning the acquirer compellingly to owners who may not yet be actively considering a sale.
Integrated financial models and independent valuation of targets — providing a clear, defensible basis for offer pricing, scenario analysis, and investment committee review.
Coordinating or conducting financial due diligence. Identifying risks and value drivers, and translating findings into actionable deal structuring conclusions.
Structuring the offer, supporting price and term negotiations, and coordinating across legal, tax, and specialist advisors through to signing and closing.
Working on a transaction?
An early conversation
changes everything.
Whether you are considering a sale, planning a succession, or looking to grow through acquisition — reach out for a confidential, no-obligation conversation.
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