Understand the business behind the opportunity.

A company requires more than a teaser.

Reviews consider revenue quality, management depth, customer concentration, working capital, ownership and the objectives of the existing owners.

Scope and considerations.

Potential situations include founder succession, minority investments, strategic acquisitions, growth capital and partner transitions.

• Revenue, margins and cash conversion
• Management and customer concentration
• Capital requirements and ownership
• Transaction structure and investor fit

A mandate-led next step.

The review begins with your objective, preferred geography, timing and capital parameters. These guide which opportunities warrant further work.

Startup and venture opportunities.

Startup access sits within our broader private-company focus. Screening considers the founder and team, customer problem, traction, revenue quality and intended use of capital before an introduction or further review.

• Business model and customer traction
• Valuation, runway and capital requirements
• Ownership structure and investor rights
• Relevance to the mandate and partner objectives