Portfolio Investments

01M&A & Privatization

Structured advice for ownership transitions.

Buy-side, sell-side and privatization support from initial decision framing through negotiation and transaction coordination.

Mandate overview

A clear process around a consequential ownership decision.

The mandate is shaped around the client’s objective, the asset, the stakeholder landscape and the practical route to a transaction. Workstreams can be combined or commissioned separately.

When clients call us

A transaction, partner or privatization process needs to be evaluated and organised.

  • 01

    A shareholder is considering a sale or a strategic investor.

  • 02

    A buyer needs a disciplined view of value and transaction structure.

  • 03

    A privatization process requires investor outreach and coordinated execution.

Scope of work

Advice calibrated to the decision and the transaction stage.

The precise scope is agreed for each mandate and may cover the following workstreams.

  1. 01

    Sell-side advisory

    Define the process, prepare the proposition and coordinate engagement with potential investors.

  2. 02

    Buy-side advisory

    Support opportunity assessment, valuation and the organisation of the acquisition process.

  3. 03

    Privatization processes

    Coordinate the commercial workstreams required for a state-asset transaction.

  4. 04

    Valuation and modelling

    Build decision-useful analysis around value, structure and relevant scenarios.

  5. 05

    Investor identification

    Develop a focused universe of relevant financial and strategic investors.

  6. 06

    Negotiation and coordination

    Support negotiations and keep transaction workstreams aligned through closing.

How the work is organised

A controlled sequence from scope to closing.

Each phase has a defined purpose, while the workplan remains responsive to the transaction.

  1. 01

    Frame

    Clarify objectives, decision criteria, transaction perimeter and stakeholders.

  2. 02

    Prepare

    Develop valuation analysis, positioning, materials and the engagement plan.

  3. 03

    Engage

    Approach relevant parties and coordinate the flow of commercial information.

  4. 04

    Negotiate & close

    Support negotiation, decision-making and the practical path to completion.

Working principles

A mandate-led approach.

01

Decision clarity

Analysis is organised around the choices the client must make.

02

Focused engagement

Outreach is shaped around the asset, the process and relevant counterparties.

03

Coordinated execution

Commercial workstreams are managed against one transaction timetable.

Selected experience

Relevant execution experience.

Company-confirmed mandates are shown where relevant; supporting public records are linked when available.

Considering an acquisition, sale or privatization mandate?

Start with a confidential discussion of the objective, timing and decision context.

Discuss the mandate