01
Structuring & negotiating a joint venture
You're going into business with someone — a brand-new venture, or carving an arm off an existing business to run with a partner. We structure the deal, negotiate the terms, and forecast how the partnership will actually perform before you sign.
Where we've helpedAn allied-health group spinning a service line into a 50/50 JV — deal structure, negotiation support, and a three-year forecast both sides could trust.
02
Corporate-grade financial insight, without the overhead
You want proper forecasting and a simple way to watch performance — split by location, by service or product line, and by individual staff or sales-team members — so you can see what's working, what isn't, and the specific moves that lift profit and the value of the business.
Where we've helpedA multi-venue hospitality group given one dashboard splitting profit by venue, menu category and shift manager — with a short list of the moves that lifted margin.
03
Senior deal bandwidth for funds & family offices
You're a fund or family office working an acquisition pipeline and you're short on senior bandwidth. We plug in for a defined stretch to help get the deals done — alongside your existing team, not over the top of it — then step back out when the pipeline's clear.
Where we've helpedA family office mid-pipeline borrowing senior deal capacity for a quarter to run diligence and modelling on several targets, then handing back to the in-house team.
04
Getting ready to raise capital
You need a model and a story that survive an investor's scrutiny, and a structure that brings the money in without giving away the business.
Where we've helpedA software founder readied for a raise with an investor-grade model and an equity story that held up in the room — capital in without over-diluting.
05
Preparing a business to sell
You're a couple of years from exit and want to know what the business is worth today, what it could be worth, and the handful of moves that close the gap before you go to market.
Where we've helpedA manufacturing owner two years from exit shown today's value, the achievable value, and the specific levers to close the gap.
06
An independent read on a deal or big decision
You're a board or owner facing a transaction or a major capital call, and you want analysis with no internal politics and no one's commission riding on the answer.
Where we've helpedA property-group board given an independent second opinion before signing a transaction — no internal agenda, no commission on the outcome.
07
Underwriting an acquisition before the money goes out
You're buying something and need the diligence done properly — is the cash flow durable, where's the real risk, what's the downside — before you commit capital.
Where we've helpedAn investor's acquisition of a distribution business underwritten before completion — cash-flow durability, downside and deal-breakers surfaced early.
08
Restructures, turnarounds & complex one-offs
Something doesn't fit a template — a restructure, a distressed patch, a shareholder split, a messy carve-out — and you want a calm, senior hand to work the problem.
Where we've helpedA shareholder separation and carve-out worked through calmly, with a clean structure on the other side.
