Phase 1: Preparation (Upfront Fee)
How We Work
End-to-End Buy-Side Acquisition Execution
We manage the acquisition process from strategy through to settlement — with a clear beginning, active execution, and a defined finish.
Our role is to own the buy-side process, coordinate all moving parts, and maintain momentum — while you remain focused on running your business.
Fees are aligned to this structure: An upfront mobilisation fee, a monthly execution retainer, and a success fee payable only on completion.
Phase 1: Preparation (Upfront Fee)
Phase 1: Preparation
Upfront Fee
Preparation ensures the acquisition strategy is disciplined, realistic, and executable before engaging the market.
This phase defines what to buy, why, and on what terms — so execution time is not wasted pursuing misaligned opportunities, unfinanceable structures, or poor strategic fits. The quality of this phase directly determines the quality of outcomes.
This includes:
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Acquisition Readiness Session: Assess whether your business is operationally and financially ready to acquire, including constraints that may impact deal size, structure, or timing.
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Pre-Acquisition Preparation: Address gaps that could limit deal quality, financeability, or settlement certainty.
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Clarity Session: Define growth objectives, acquisition criteria, deal guardrails, and non-negotiables.
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Acquisition Plan: Establish clear targets, sourcing approach, value drivers, and execution parameters.
Outcome:
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A clear acquisition strategy
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A mobilisation-ready execution plan
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Defined guardrails for disciplined decision-making
Phase 2: Execution Monthly Retainer
Once preparation is complete, we move into active buy-side execution.
This phase covers the sourcing, evaluation, negotiation, and progression of opportunities through to settlement. It is where judgement, execution capacity, and momentum management are applied.
You continue running your business.
We run the acquisition process.
This includes:
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Off-Market Search: Disciplined, primarily off-market outreach aligned to the agreed acquisition criteria.
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Opportunity Screening: Initial commercial and strategic filtering to focus only on aligned, viable opportunities.
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Deal CRM: Live visibility of all opportunities being tracked, assessed, and progressed.
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Seller Engagement: Direct engagement to test alignment, motivation, and deal viability early.
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Term Sheet Negotiation: Commercial terms negotiated in your interest before time, cost, or complexity escalate.
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Pre-Purchase Inspection: Early identification of operational and commercial risks prior to formal diligence.
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Due Diligence Coordination: End-to-end coordination of financial, legal, and commercial diligence across advisers.
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Finance Support: Funding structure optimisation and coordination with lenders where required.
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Sale Agreement Coordination: Management of the legal process alongside trusted legal advisers.
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Execution Through to Settlement: Active management of all workstreams to maintain momentum and progress transactions to completion.
Outcome:
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Live deal flow
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Qualified opportunities
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Acquisitions under active management
Phase 3: Settlement Success Fee
Our role concludes at settlement, with a structured handover into ownership.
This phase covers the final steps required to complete the transaction and transition ownership cleanly.
The success fee is payable only on settlement, aligning incentives around disciplined execution and completion — not deal volume or speed.
This includes:
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Conditions to Settlement Management: Coordination and tracking of conditions precedent so nothing stalls or falls between parties.
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Final Transaction Coordination: Management of all moving parts across advisers, counterparties, and financiers.
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Settlement Execution: Oversight of settlement mechanics to ensure the transaction completes cleanly and as agreed.
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Structured Handover: Coordination of a practical transition into ownership, including introductions where required.
Outcome:
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A completed acquisition
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Clean settlement
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Structured handover into ownership