M&A execution support for boutique advisors.
Senior M&A bankers running AI tooling built for deal work. CIMs in 24 hours, models in a day, pitchbooks in an hour. When you hold the mandate, we are your execution arm — fixed-fee or retainer, reviewed by a banker before it leaves the building.
What we deliver
Finished work product across the mandate lifecycle.
Pitchbooks and teasers
Full-scope pitchbook and teaser drafting — financial profile, sector framing, buyer logic, preliminary valuation. Delivered on your brand and template.
CIMs and management materials
Confidential Information Memoranda, management presentations, and supporting narrative materials — company profile, sector framing, financial summary, buyer logic.
Financial models and valuation
Operating model build, valuation support, scenario framing, returns analysis, and sensitivity tables — model-ready for live negotiation and IC.
Buyer research and mapping
Strategic and financial buyer identification, prioritisation, and outreach lists with contact-level research where useful.
Diligence operations
Data-room setup, diligence trackers, Q&A management, and structured diligence response coordination through close.
Process management
Timeline tracking, outreach cadence, follow-up logic, and live process coordination — the operating layer across the mandate.
How engagement works
Three contracting shapes.
Scoped project
Fixed-fee engagement against a defined deliverable — e.g., build the CIM for Project X, prepare the valuation model for the bid.
Mandate retainer
Monthly retainer covering banker capacity across the life of a mandate — pitch support through close.
Institutional arrangement
Master services framework for licensed principals with high recurring volume across mandates.
Who this is for
Advisory firms, independent bankers, and licensed institutional principals who need more banker capacity per mandate without the lead time and fixed cost of adding senior headcount.
We sit inside your process, deliver against your timeline, and produce work in a form that fits how your team operates. Your mandate, your client relationship, your brand — our capacity.
Scope a project with us.
Tell us the mandate and the scope. We come back with a deliverable plan, a timeline, and a fixed fee.
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