M&A · Capital raising · Project finance
Senior advisory for high-net-worth individuals, family offices and institutions. Cross-border transactions from $10M. Relationships first.
Established 2002 · MBA, Imperial College London · Former ABN AMRO Bank and Citibank bankers · Washington DC · London · Gulf · South Asia
Who we serve
Direct investment, acquisition origination, business valuation and cross-border execution. Confidential, relationship-led, focused on outcomes.
Speak with our teamOrigination, co-investment, add-on acquisitions and disposals, with an independent view before you commit.
Portfolio servicesAdvising on transactions above $100M? We offer formal referral arrangements for introductions that lead to mandates.
Discuss a referralWhat we stand for
We release no client information without consent, and nothing confidential is shared before a signed non-disclosure agreement is in place.
We give honest advice, even when it is not what a client hoped to hear, and we decline mandates we do not believe we can deliver.
We work as a transparent partner, and only where trust can be built on both sides. Relationships come before transactions.
Services
One senior team from first conversation to close, working in London, Washington DC, the Gulf and South Asia.
All servicesPrepare, position and run a raise that capital providers take seriously.
Project, trade and acquisition finance, growth equity, partners, and Sharia-compliant and DFI options.
Sell-side, buy-side, valuation and exit readiness, mergers and joint ventures.
Deal support for family offices, funds, REITs and ETF sponsors around what they already hold.
How we work
A confidential first call. No obligation, no fees discussed by chat.
A mutual non-disclosure and non-circumvention agreement, signed electronically.
A guided intake and KYC, with Aurelia, our AI concierge, if you wish.
Our team reviews every case personally. Nothing is decided automatically.
Qualified capital providers see your file in a secure, audited data room.
Insights
Growth companies face a complex and rapidly evolving private markets funding market. From family office direct investment to growth equity and venture debt, the range of capital sources has...
The quality of offtake arrangements is the single most important determinant of project finance bankability. This briefing examines the full range of offtake structures, the credit quality...
Family offices are increasingly bypassing private equity intermediaries and executing direct M&A transactions. This shift is creating new demand for specialist advisory firms with deep...
Good News You Can Use
Deal alerts, capital windows and the good news in markets, read by our team. Choose email, audio, video or text. No noise, and you can leave with one click.
Leadership
Founder & CEO
Leading Smarter Mergers since 2002. Former PwC Principal Consultant. MBA, Imperial College London.
Director, Financial Services
Former ABN AMRO Bank and Citibank. Project, trade and structured finance.
Director, Strategic Projects
Two decades leading Pakistan and China industry partnerships.
Offices
Private enquiry
Every enquiry is handled in confidence. We aim to reply within 4 business hours.
