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Phase 1: Preparation (Upfront Fee)

OUR PROCESS

End-to-End Buy-Side Acquisition Execution

We take full ownership of buy-side capital deployment — from system installation through settlement and transition.​

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We operate under a defined execution mandate with measurable outputs at each phase.

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Our role is singular: install the acquisition operating system, operate it under pressure, and deliver transactions through to completion.

Phase 1: Preparation (Upfront Fee)

PHASE 1 — ACQUISITION OPERATING SYSTEM

Architecture Before Activity

This phase installs the acquisition operating system which governs all subsequent acquisition activity.​​

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Objective: define acquisition criteria before capital deployment.

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Included:

  • Defines what to buy — and what not to buy

  • Establishes evaluation criteria and decision thresholds

  • Clarifies capital constraints and risk tolerances

  • Builds a targeted sourcing engine

  • Activates off-market sourcing channels

  • Implements a live deal management system

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Outcome:

  • A defined acquisition thesis and buy-box

  • Live inbound deal flow aligned to that thesis

  • A structured system to evaluate, prioritise, and terminate opportunities quickly

PHASE 2 — ACTIVE BUY-SIDE EXECUTION

Controlled Deal Progression

We assume day-to-day responsibility for acquisition execution.

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This phase converts qualified deal flow into structured, financeable transactions — or exits weak opportunities quickly.​​

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Included:

  • Advance only opportunities that meet defined criteria

  • Analyse financial and structural risk early

  • Engage sellers and structure terms

  • Negotiate commercial positions

  • Coordinate advisers and lenders

  • Drive transactions from first engagement to binding documentation

 

Outcome:

  • Only qualified transactions advance

  • Weak opportunities are exited quickly

  • Viable deals progress to binding agreement on agreed terms

PHASE 3 — SETTLEMENT & TRANSITION

Completion Without Value Loss

Once terms are agreed, structure must hold through to completion.

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Included:

  • Manage pre-settlement conditions

  • Maintain alignment across legal, financial, and lender workstreams

  • Oversee completion mechanics

  • Execute structured handover into ownership

 

Outcome:

  • Completion on originally negotiated structure and economics

  • No late-stage structural dilution

  • Controlled handover without operational disruption

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