Services
What we do,
in (relatively) plain terms.
Four practices, one philosophy. Every engagement is principal-led, transatlantic by default, and measured (rather inconveniently for some) by completed deals, not by the size of the team you meet.
The operating principle
“Two decades of relationships. Not a database.”
© Karli McQueen
01
Capital Introduction
A curated introduction. Not a blast email.
We connect founders and operators with private equity, family offices, and ultra-high-net-worth investors who have (already) expressed appetite for the asset class, geography, and cheque size in question. The work begins with diligence that ought to have happened on the buy-side, so the introduction is welcomed when it lands.
Notes: trust, timing, and the occasional pause.
Engagement Includes
- Investor mapping & qualification
- Outreach preparation & follow-up
- Roadshow logistics
- Diligence-call participation
02
Mergers and Acquisitions (M&A) Advisory
From the first cup of coffee to (rather later) the wire clearing.
Buy-side and sell-side counsel for transactions where the relationship matters as much as the spreadsheet. We work alongside the founder, the CFO, and the law firm, not in place of them, and we stay on the field until the wire clears.
Notes: discretion, persistence, and a settled hand.
Engagement Includes
- Target identification
- Valuation positioning
- Negotiation support
- Post-close integration counsel
03
Cross-Border Real Estate
For property changing hands across an ocean.
Commercial and high-value residential dealmaking for clients moving capital between the United States and the United Kingdom. The legal mechanics are translated; the cultural ones, observed. The transaction is not the part that goes sideways.
Notes: structure, residency, and a long memory.
Engagement Includes
- Off-market acquisition sourcing
- Entity structuring referrals
- Cross-border closing coordination
- Asset management introductions
04
Strategic Introductions
What one finds when one isn’t looking.
Two decades of relationships, not a database. We surface assets, companies, and counterparties before the bankers know to name them, for clients who would (rather) meet a principal across a kitchen table than across a data room. Off-market deal sourcing, relationship brokering, and principal-to-principal introductions: industry-agnostic, geography-aware, and discreet by default.
Notes: relationships, timing, and restraint.
Engagement Includes
- Targeted off-market origination
- Bilateral discretion agreements
- Principal-to-principal introductions
- Quiet diligence support
Frequently asked questions
The questions
one actually asks.
- What exactly is a capital introduction?
- We connect principals with investors who have already expressed appetite for the relevant asset class, geography, and cheque size. The introduction is prepared, not cold, because the diligence precedes the call.
- Do you represent buyers, sellers, or both?
- Both, depending on the engagement, though never on both sides of the same table. Buy-side and sell-side advisory are distinct practices; we keep them that way.
- What does off-market mean in your context?
- Assets, companies, and opportunities that have not been listed publicly, circulated to brokers, or entered a formal process. We surface them through relationships, not databases.
- How are your services regulated?
- Advisory activity touching US securities falls under SEC oversight; UK-facing work is subject to Financial Conduct Authority (FCA) regulation. We operate within both frameworks and engage specialist counsel where the transaction requires it.
- How long does a typical engagement last?
- That depends entirely on the transaction. Some introductions resolve in weeks; a cross-border M&A mandate may take the better part of a year. We stay on the field until the wire clears.
Regulatory references: U.S. Securities and Exchange Commission (SEC) · Financial Conduct Authority (FCA)