What is our approach?

First and foremost, whether for an acquisition, a disposal or raising finance we set out to understand the business thoroughly, its strengths and its weaknesses, its stance in the market and its performance. From this foundation, we can test the strategy and create the “vision” essential to underpinning any transaction.

Our experience is invaluable to this process. We have worked in and with engineering, electronics, telecoms, IT, instrumentation, aerospace, defence, chemical, pharmaceutical, life sciences, healthcare, investment banking and venture capital companies. Our operational roles have been in general management, business development, marketing and operations. Principals lead every assignment. When required, we can call on our broad network of professional contacts and associates with particular skills or sector knowledge in the UK. For cross-border transactions we have access to associates in the USA and continental Europe when appropriate, including Financière Cincinnatus (http://www.financierecincinnatus.com) the Paris-based boutique with whom we have formed a partnership for transactions involving France and the UK.

At an early stage we agree a brief for the assignment. This covers an outline of the current position of the business, the tasks to be performed, milestones in the timetable, modus operandi, the people involved on our side and the fee basis. Once started, we work closely with the clients in all phases and keep them fully informed of our progress.

On any assignment we act for only one side of the transaction. We are also very mindful of the necessity to take all steps to protect the confidentiality of the transaction as far as possible.