No. 01 — Track record
Everything we are allowed to show you.
Audited closings since 2011, across eleven jurisdictions and four continents. Most of the sheet stays confidential — no tombstone is published without written consent, which is why this page is shorter than the record it describes.
Closings since 2011
Every one of them signed by a partner who was in the first meeting.
No. 02 — The record
Audited figures from founder-side mandates — no annualised projections, no pro-forma rounding.
Aggregate transaction value advised, in US dollars.
Mandates closed since 2011.
Years advising founder-led companies.
Jurisdictions closed across four continents.
No. 03 — Selected transactions
Value is enterprise value at completion. Where a founder asked us to withhold it, the row says so rather than rounding it away.
No. 04 — The long version
Both founders read and approved these before they went up. Neither of them describes the part they found hardest, which was deciding to start.
Industrials — sell-side — $412M
A third-generation flow-control manufacturer whose board had been told twice that the business was worth eight times earnings.
Six weeks of vendor diligence rebuilt the margin bridge, which moved the story from a commodity valve maker to a certified aerospace supplier with a twelve-year order book.
Eleven months later it sold to a Bavarian group at a multiple the family had been told was impossible — with the freehold retained and every one of the ninety-four staff kept on.
Family capital — special situations — $96M
Two branches of a family that had not agreed on anything for four years, a covenant test due in March, and a lender who had already appointed advisers.
We were engaged on a Tuesday and delivered an options paper in nine days. The route chosen was the one nobody had modelled — a staged buy-out of one branch funded by unitranche — and it closed in fourteen weeks without the company ever going to market.
No. 05 — Next step
Under NDA a partner will walk you through comparable mandates in your sector, including the two that did not close and why.