Strategic Exit Advisory Services - 4 Phase Methodology

YOUR INDEPENDENT STRATEGIC ADVISOR WITH GLOBAL EXPERIENCE

For your company, these high impact transactions (IPO, M&A, large rounds of funding with shareholder exit) may happen infrequently or are one-offs.

For us, they are part of our daily work.

By working with us, you avoid the unwanted consequences of a “trial and error” approach, and their effect on your running of the business, on investor outreach, on transaction costs and timing, as well as on your company's valuation and reputation.

We give you:

Clarity

Options

Access

Smooth execution

Here is how we work with you from preparation to the end of the transaction and beyond

Your first external, professional reality check: basic clarity on two fronts - which liquidity paths look viable given your business and shareholder dynamics, and the key steps needed to increase your chances of success on those paths. This short engagement also gives both sides the chance to get to know each other. We provide an unbiased assessment of your situation, tested against real market feedback. You’ll know where you stand, what’s feasible, and whether it makes sense to move forward. At the end of the assignment, you have the option to continue working with us.

First reality check from us & the market

From early candidate to desirable, market-ready opportunity - this is the phase where our systematic preparation transforms your status. Through strategic enhancements and targeted visibility, we strengthen your positioning and credibility, ensuring you are seen in the senior circles that truly matter - those with influence and decision-making power. We raise your profile among the right investors, strategic buyers, and their trusted advisors - generating interest that shifts the dynamic in your favour. During this phase we also bring in trusted accounting, legal, and other specialists to streamline operations and close gaps, so you are fully prepared for the transaction stage. By the conclusion of this phase, our approach has turned you into a sought-after company - optimally positioned to pursue whichever liquidity path proves most compelling.

From “candidate” to “in demand”

This is where the deal becomes real. You are now in execution mode - ready to launch a transaction or respond swiftly to inbound opportunities. We act as your internal project manager, drawing on deep transaction experience to assemble the right advisory team and coordinate the market/investor-related workstreams. We keep documentation, outreach, due diligence, and negotiations moving seamlessly, while shielding management from unnecessary distraction. Our role: to keep everyone aligned, deadlines met, and momentum building - until the deal is successfully closed.

Deal execution in action

Crossing the finish line isn’t the end - it’s often just the beginning. Our support doesn’t stop at signing day. We stay by your side to protect the value you’ve created and ensure a smooth transition into the next chapter. For IPOs, that means helping you adapt to life as a listed company - setting up investor relations, market communications, and governance practices that build credibility from day one. For M&A, we help you integrate smoothly and make sure the benefits of the deal are fully realized.

Beyond completion day

We do not replace other types of advisors - we actually make them more effective.

Accountants and lawyers

They get your “house in order” - while we ensure maximum “curb appeal”. They handle structure and compliance. We make sure you have a compelling investment case, strong equity story, and banker/advisor and investor/buyer visibility.

M&A advisors, investment banks, and fundraisers

We work with the highest quality specialists in your sector and/or company size. They run the actual process - we make sure you are ready and responsive. Our preparation makes execution smoother, less risky, and more valuable. And throughout, we are on your side, protecting your interests.

Global, market-agnostic expertise for listings

We are also familiar with and have the appropriate network for transactions on platforms beyond the ones mentioned above (e.g. other public markets or otherwise on markets for private companies).