The firm / How we work
Five phases. One partner. Fees on one page.
The same sequence on every mandate, whether it ends in a transaction or in a recommendation not to do one.
The sequence
- 01
Conversation
45 minutes
Forty-five minutes with a partner. Free, no deck required. We tell you the same day whether we are the right firm for this.
- 02
Diagnosis
Two to three weeks
A written memo with the options we see, our recommendation and what we would not do. Fixed fee.
- 03
Mandate
One page
Scope, timeline and fees on one page. Signed by the partner who will run the work.
- 04
Execution
Weekly cadence
One responsible partner, decisions documented as they are made.
- 05
After closing
First year
We stay available. Questions in the first year after a transaction do not carry a fee.
How we charge
Diagnosis is a fixed fee, agreed before we start, and it is the only work we do before a mandate exists. If the memo says do not transact, the fixed fee is the entire cost of finding that out.
Transaction mandates carry a monthly retainer covering preparation, plus a success fee earned at closing. The success fee is the larger part, by design: we are paid when you are. Financing mandates are priced against the facility arranged.
Everything sits on one page, signed by the partner who will run the work. No committee, no revision after the mandate is signed.
Tell us about the company. We will tell you what we would do.
A 45-minute conversation with a partner. No deck required.