We guide family-owned businesses, family offices and institutional owners through strategy reviews, buy-side and sell-side mandates. At the intersection of real-estate, energy and capital - with the discipline a closing day demands.
Buy-side mandates with target screening, approach and negotiation
Sell-side process management from blind teaser to closing
Due-diligence coordination across legal, tax, technical, commercial and ESG
Strategy reviews resulting in a decision memo, not an option tree
We screen the relevant market, build long- and shortlists, conduct qualified approach calls, structure term sheets. Your mandate stays under your control - we are the vehicle, not the buyer.
Sell-Side - Process Discipline
Blind profile, information memorandum, process letter, data-room setup, bidder management. From first teaser to tombstone, fully documented.
Due-Diligence Coordination
We orchestrate legal, tax, technical, commercial, environmental and ESG due-diligence. Findings consolidate into one decision-ready report with risk map.
Strategy Review & Decision Memo
Instead of 40-page option trees, we deliver a decision memo: recommendation, three alternatives, one-line rationale each. Strategy should be decision-ready.
Portfolio Strategy
Cluster logic across real-estate, energy and wealth assets. Which assets belong together? Which divestments create liquidity without breaking strategy? Answer: a one-page heatmap.
Succession & Family-Office Vehicle
From inter-generational transition to foundation structure. We coordinate with notaries, tax advisors and family-office structurers, but remain strategic pilot, not legal provider.
Strategic execution · AME method
Four phases, from first briefing to signed deed.
01
1
Discovery (Weeks 1-2)
Structured sounding-out conversation under NDA. We understand your starting position, identify the strategic question, define success metrics. Result: an engagement letter that holds up internally and externally.
02
2
Analysis & Strategy (Weeks 3-8)
Data-room build or audit, market scan, financial modelling, stakeholder map. We deliver a decision memo with recommendation that survives two advisory board sessions.
03
3
Execution (Weeks 9-18)
Approach, negotiation, DD coordination, term sheet, SPA support. We stay at the table - not as a service line, but as sparring for the critical moments.
04
4
Closing & Integration (Weeks 19+)
Closing mechanics, 100-day plan for post-merger or carve-out integration. Engagement ends only when the first quarterly KPIs run clean.
What we let be measured.
Fully audited evidence
T+0
Closing Date
Hard anchor metric in every engagement letter
≤ 18
Weeks Process
Sell-side typically 14-22 weeks, buy-side faster
100%
Confidentiality Trail
Every touchpoint documented, NDA-first doctrine
Next step
Explore a mandate in a structured conversation.
60 minutes under NDA. We give you an honest assessment whether and in what form a mandate would hold - at no cost, no follow-up obligation.
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