Institutional Alignment
Fee Architecture
Transaction Advisory Mandates
- Success-Driven Structure: Scaled performance percentage aligned with achieved enterprise value.
- Retainer Offset Credit: Upfront monthly strategy fees are fully credited against the final transaction closing fee.
- Comprehensive Go-To-Market Execution: Full modeling, CIM underwriting, and competitive process management.
- Uncapped Strategic Positioning: Structured to incentivize and unlock maximum premium multiples from institutional buyers.
- Data Security Framework: Multi-tier secure Virtual Data Room (VDR) administration included.
Specialized Due Diligence & QofE
- Fixed-Scope Engagement: transparent, flat-fee models mapped strictly to corporate asset complexity.
- Normalized EBITDA Underwriting: Rigorous adjustments for non-recurring operational and raw commodity swings.
- Net Working Capital (NWC) Analysis: Trailing 12-month baseline calculations to protect target peg boundaries.
- Institutional-Grade Deliverables: Premium financial diligence reports ready for private equity or lender review.
- Pre-LOI Vulnerability Audits: Early diagnostic screening to locate and patch structural financial friction.