Capabilities

Capital, transaction and investor advisory.

Four interconnected practice areas, delivered with the discipline of an institutional platform and the focus of a boutique firm.

01 · Capital Advisory

Capital Advisory

Designing and executing capital structures across the full stack — from senior debt to joint venture equity — aligned to the asset, the business plan and the sponsor.

  • Debt structuring
  • Refinancing
  • Recapitalisations
  • Capital stack design
  • Joint venture structuring
02 · Transaction Advisory

Transaction Advisory

Institutional underwriting and decision-grade analysis for acquisitions, dispositions and recapitalisations.

  • Acquisition underwriting
  • Financial modelling
  • Due diligence
  • Investment committee materials
  • Business plan review
03 · Investor Materials

Investor Materials

Investment narratives, lender packs and presentation materials that meet the standards of institutional capital.

  • Investment memorandums
  • Investor presentations
  • Lender packs
  • One-page teasers
  • Track record creation
04 · Investor Infrastructure

Investor Infrastructure

The systems, data and workflows required to engage capital markets with professionalism and consistency.

  • Investor CRM systems
  • Data rooms
  • Investor reporting
  • Capital raise workflows
  • Digital investor tools

Discuss a transaction, capital structure or investor engagement.

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