Define the requirement
Start with the business, the objective, the amount and timing. Confirm who is involved, their role and their authority to discuss the proposal.
OUR APPROACH
Impress by Efficiency.
Direct business, properly considered.
Efficiency means removing unnecessary layers between the people involved in a transaction. It also means keeping the work that matters: analysis, clear responsibilities, appropriate documentation and a disciplined decision.
FROM FIRST DISCUSSION TO DECISION
Clear steps. Clear ownership.
The detail varies with each transaction. The objective remains the same: understand the proposal, identify the decision-makers and establish what is required to move forward.
Review the information
Consider the available financial, commercial and transaction information. Identify missing documents, assumptions and questions that need a direct answer.
Assess the structure
Examine the proposed terms, counterparties, obligations and potential downside. Involve appropriate legal, tax or specialist input where the transaction requires it.
Make the decision
Determine whether there is a basis to proceed. Agree the next steps and responsibilities; a preliminary discussion is not a financing commitment.
Document the agreement
Record agreed terms in the appropriate documents. Keep approvals and signing authority clear before execution.
Maintain visibility
Where a relationship proceeds, agree relevant reporting, communication and follow-up. Keep the people responsible for decisions within reach.
FEWER LAYERS. MORE CLARITY.
Introductions should add value.
Professional advisers and introducers can contribute useful expertise and access. Their role should be clear. Repeated chains of intermediaries, unclear mandates and messages passed through multiple layers make a transaction harder to assess and execute.
Our preference is direct dialogue with the relevant principals and authorized representatives, supported by the specialists the transaction actually needs.
Read Jan Peter’s personal noteDIRECT BUSINESS
Start with a clear conversation.
Tell us about the business, the transaction and the capital requirement. We will discuss whether there is a basis to take the conversation further.