№ 03 — For Investors & Philanthropy
Part of your business family.
The practice leads a network of business professionals, entrepreneurs, charities and philanthropists, the better to engage productively with our investor clients — many of whom regard us as part of their business family.
Pl. III · Of structure
§ 01 — Who we serve
A network of principals.
i.
Trade Acquirers
Operating businesses seeking complementary acquisitions — for capability, capacity, geography or covenant. The most natural buyer of a private business in transition.
ii.
Family Offices & Private Equity
Closely-held capital with patient horizons — for whom we conduct discreet, off-market sourcing to a stated mandate.
iii.
Business Angels
Individuals deploying personal capital into operating businesses — often with sector experience to contribute alongside the cheque.
iv.
Buy-In Management
Operators seeking to acquire — whether as buy-in management or as portfolio principals — with our counsel and capital network alongside.
v.
Commercial Landlords
Holders of estate seeking covenant strength, tenant continuity, or the acquisition of complementary properties alongside a corporate transaction.
vi.
Charitable Patrons
Trustees and donors for whom we make introductions of the same quality, in service of cause rather than capital.
§ 02 — How we match
Mandate, then matter — never the reverse.
We do not circulate opportunities. We solicit a mandate — and bring forward only what fits.
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i
A stated mandate
Sector, geography, ticket size, leverage, control, horizon — captured at the outset and revisited at our standing review.
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ii
A qualified candidate
We meet the principal, walk the floor and read the accounts before any introduction is made — speculative referrals are declined.
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iii
An orderly process
Diligence, valuation and structure are sequenced; counsel is introduced where needed; completion is unhurried but unfailing.
§ 03 — On the matter of practice
Our investor clients regard the practice as a part of their business family.
Mandate
Submit your mandate, in confidence.
We respond within one business day. Initial conversations are without charge or obligation.