01
Initial contact
Understand the objective, context and desired outcome.
Process
Controlled progression. Informed execution.
A ten-stage public process designed around qualification, confidentiality, professional diligence and documented decisions.
02
Qualification
Establish the relevance of the asset, buyer, seller or mandate.
03
Verification
Verify relevant information, authority and counterparties.
04
Strategy
Determine the transaction approach, positioning and disclosure sequence.
05
Matching
Identify counterparties whose criteria and capability fit the situation.
06
Controlled disclosure
Release information progressively and under appropriate confidentiality.
07
Indicative interest
Coordinate an IOI, LOI or other documented indicative proposal.
08
Due diligence
Coordinate legal, tax, financial, technical and commercial specialists.
09
Negotiation
Support disciplined engagement between principals and their advisors.
10
Closing
Coordinate the transaction ecosystem through documentation and completion.