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We work with a diverse range of investors, from individual high-net-worth clients to family offices, SMEs, and institutional investors. Our services are tailored to match your investment scale and objectives, whether you're deploying £50,000 or £50 million.

While we don't have a strict minimum, our advisory services are most cost-effective for transactions starting from £100,000. For smaller investments, we offer consultation packages that provide strategic guidance without ongoing management fees.

Our fee structure is transparent and flexible. We typically charge either a percentage of the transaction value (1-3% depending on complexity), a fixed project fee for defined scopes, or a monthly retainer for ongoing advisory. We'll recommend the most cost-effective structure for your specific needs.

Absolutely. We have an extensive network across America, Asia, EMEA, UK and Europe markets and actively source off-market opportunities. We conduct thorough due diligence, financial modeling, and risk assessment to present only opportunities that align with your investment criteria.

Yes. We work with many first-time investors and provide comprehensive education alongside our advisory services. We'll help you understand market dynamics, risk profiles, financing options, and build a sustainable investment strategy tailored to your goals and risk tolerance.

Unlike traditional consultancies, we combine deep operational experience with strategic thinking. Our principals with business partners have successfully executed tens of transactions across multiple asset classes. We don't just provide reports—we partner with you throughout execution and beyond.

Yes. Commercial real estate is one of our core competencies. We advise on office buildings, retail spaces, industrial properties, and mixed-use developments. Our services include market analysis, tenant evaluation, yield optimization, and exit strategy planning.

Absolutely. We provide end-to-end advisory for development projects, from site acquisition and feasibility studies to planning permissions, contractor selection, and project management. We help navigate the complexities to ensure projects are delivered on time and within budget.

We conduct comprehensive portfolio analysis to identify concentration risks and opportunities. We then develop a diversification strategy across different asset classes, geographies, and risk profiles, ensuring your portfolio is resilient and optimized for long-term growth.

Yes. We have experience across America, Asia, EMEA, UK, Europe, and select emerging markets. We help navigate foreign investment regulations, tax implications, currency risks, and local market dynamics. Our international network ensures you have boots on the ground wherever you invest.

Our due diligence is comprehensive and includes company background check, financial analysis, legal review, market positioning assessment, operational evaluation, environmental considerations, and risk mapping. We engage specialist partners where needed and deliver clear, actionable reports.

Yes. We have strong relationships with banks, private lenders, and institutional investors. We help structure optimal financing solutions, prepare compelling investment memorandums, and negotiate favorable terms. We've successfully arranged financing for projects ranging from £500K to £50M+.

Absolutely. We provide comprehensive exit advisory including business valuation, market positioning, buyer identification, deal structuring, and negotiation support. Our goal is to maximize your proceeds while ensuring a smooth transition.

It varies by project type. Transaction advisory typically spans 3-6 months from engagement to completion. Strategic advisory can be ongoing with quarterly or monthly touchpoints. Development projects may require 12-24 months of support. We're flexible to your needs.

Yes. We advise startups on fundraising strategy, business model optimization, market positioning, and growth planning. We're particularly active in PropTech, FinTech, and software development companies looking to scale.

Yes. We provide advisory for companies building digital products, including scope definition, vendor selection, agile methodology implementation, budget management, and technical oversight. We help bridge the gap between business objectives and technical execution.

While real estate is our core, we've successfully advised clients in technology, commodities trading, renewable energy, hospitality, and professional services. Our strategic frameworks and financial expertise translate well across sectors.

Yes. We conduct bespoke market research including competitor analysis, market sizing, trend forecasting, and opportunity mapping. Our research is actionable and directly informs your investment or business strategy.

Absolutely. Negotiation is a core strength. We've negotiated hundreds of transactions and understand value drivers, leverage points, and deal psychology. We'll help you structure win-win outcomes while protecting your interests.

Yes. We provide fractional CFO services for growing companies, including financial planning, cash flow management, fundraising support, and board-level financial strategy. This is ideal for companies not yet ready for a full-time CFO.

We maintain active networks with leading industry professionals, attend major conferences, subscribe to premium research services, and most importantly, we're actively executing transactions. Our insights come from real-world experience, not just theory.

While we're not tax advisors, we work closely with leading tax specialists and can help structure transactions tax-efficiently. We consider tax implications in all our strategic recommendations and can introduce you to trusted tax partners.

Yes. For managed portfolios and ongoing advisory clients, we provide regular performance reports, market updates, and strategic recommendations. Reporting frequency is customized to your preferences—monthly, quarterly, or annually.

Transparency is paramount. We disclose any potential conflicts upfront and have clear policies to manage them. We work on exclusive mandates where appropriate and always prioritize our clients' best interests above our own commercial considerations.

While past performance doesn't guarantee future results, our advised investments have historically delivered IRRs ranging from 8-50% depending on asset class and risk profile. We can share case studies during our initial consultation and references after signing an advisory agreement.

Yes. We've successfully guided several restructuring projects, including operational optimization, cost reduction strategies, revenue enhancement, and stakeholder negotiations. We bring a pragmatic, results-oriented approach to challenging situations.

In select opportunities, yes. When we have strong conviction in an opportunity, we often co-invest alongside our clients. This demonstrates our confidence and ensures complete alignment of interests.

We use secure and generally available cloud-based platforms for document sharing, financial modeling, and project management. All communications are encrypted, and we can integrate with your existing systems. We prioritize both security and ease of use.

Absolutely. Sustainable investing is increasingly important. We help integrate ESG criteria into investment decisions, conduct sustainability audits, and identify opportunities in renewable energy and green buildings. We believe sustainability and profitability go hand in hand.

Yes. We offer customized workshops on topics like financial modeling, negotiation, market analysis, tech products roadmaps, and investment strategy. These can be delivered to your team either as standalone sessions or as part of an ongoing advisory engagement.

Completely confidential. We sign NDAs as standard and have strict internal information barriers. Your strategies, financial details, and transactions are protected with the highest level of discretion. We never disclose client relationships, strategies, or transactions without explicit permission.

Yes. We frequently advise on JV structures, including economic splits, governance frameworks, decision-making protocols, and exit mechanisms. We'll help ensure the partnership is structured for success while protecting your interests.

We actively monitor market conditions and will proactively recommend strategy adjustments. Our engagements include regular check-ins where we reassess assumptions and pivot if needed. Flexibility and responsiveness are core to our approach.

Yes. We're at the forefront of PropTech adoption, advising both traditional real estate companies on digital transformation and PropTech startups on market strategy. We understand how technology is reshaping the industry.

Absolutely. We help prepare investor presentations, financial reports, and strategic communications. For complex projects, we can attend board meetings or investor calls to present strategies and field technical questions.

We believe in intelligent risk-taking, not risk avoidance. Our approach includes identifying all material risks, quantifying potential impacts, developing mitigation strategies, and ensuring you have appropriate insurance and legal protection. We help you make informed risk-return decisions.

Yes. Family offices are an important client segment. We understand the unique needs around wealth preservation, generational planning, governance, and balancing returns with values. We provide both transaction and strategic advisory tailored to family office requirements.

While we're not lawyers, we have deep knowledge of regulatory frameworks affecting real estate, finance, and business operations. We work with specialist legal partners and can help navigate planning regulations, FCA requirements, and industry-specific compliance.

We use multiple methodologies including DCF analysis, comparable transactions, and market multiples. For real estate, we consider location, condition, rental yields, and planning potential. Our valuations are thorough, defensible, and account for both current state and future potential.

We don't disappear post-transaction. We provide post-completion support including integration planning, performance monitoring, and strategic refinement. Many clients retain us for ongoing advisory to maximize the value of their acquisitions.

Yes. We conduct systematic market scanning to identify potential targets matching your criteria. We leverage our networks, off-market channels, and proprietary databases. We handle initial approaches discretely and can lead the entire acquisition process.

Yes. We've successfully advised on numerous distressed acquisitions, workouts, and special situation investments. These require specialized expertise in valuation, legal structures, and negotiation—all areas where we have deep experience.

We're headquartered in the UK with strong coverage across Europe, US, Asia and Middle East. We also have active networks in major European markets including UK, Germany, Poland, Spain, Italy and France. We selectively take on projects in other regions where we have trusted local partners.

Absolutely. Succession planning requires balancing financial, family, and legacy considerations. We help structure optimal transitions whether to family members, management teams, or external buyers, ensuring wealth preservation and business continuity.

Yes. We advise software companies on product strategy, go-to-market planning, fundraising, and scaling operations. We help bridge business strategy with technical execution, ensuring your product roadmap aligns with market opportunities and investor expectations.

Our clients range from successful entrepreneurs looking to deploy capital, to family offices managing generational wealth, to mid-market companies seeking growth or exit advisory. What they share is a commitment to excellence and appreciation for strategic, data-driven advice.

The first step is a complimentary consultation where we learn about your objectives, challenges, and timeline. We'll share our initial thoughts and, if there's a fit, propose a tailored engagement structure. No obligation—just a conversation between professionals.

Success requires clear objectives, open communication, and mutual trust. The best outcomes happen when clients actively engage with our recommendations, provide timely information, and view us as true partners. We bring expertise and commitment; you bring vision and decision-making.

Yes. While we respect client confidentiality, clients and business partners have agreed to serve as references. During our initial discussions, we can connect you with relevant references from similar industries or transaction types to give you confidence in our capabilities.

Come with a clear sense of your objectives, timeline, and any constraints. If you have relevant financial statements, existing analysis, or deal documents, those are helpful but not essential. The most important thing is to be ready for an honest, strategic conversation about your goals.