We advise owners and sponsors on $5M to $250M strategic transactions.
You built the company. Selling it, funding it, or buying the next one is a market you may enter once, against people who transact every week. We advise on M&A, private debt and capital raising, so whichever of them your situation calls for, you enter that market with competing options already at the table.
Where to start
What we do for owners, investors and fund managers.
Owners
Selling the company, refinancing a loan or raising capital.
- Sell-Side M&AThe Strategic Capital Process
You hold The market assessment, before a single buyer is approached
You hold The lender map, built from what lenders have actually funded
- Capital RaisingInstrument First
You hold The instrument comparison, from the first working session
Sponsors and family offices
Acquisitions and investments sourced against your criteria.
- Buy-Side MandatesThe Origination Seat
You hold A screening memo for every name, ending in pursue or pass
Fund managers
Raising a fund, or originating loans for a credit fund.
- Fund CapitalPIPELINE
You hold The allocator profile and the investor pipeline, yours when the engagement ends
- Private credit deal originationThe Origination Seat
You hold Screened borrowers each quarter that meet your lending criteria
01 Owner Mandates
You sell, refinance or raise with competing options held open until signing.
Three mandates run on this side of the firm: a sale, a financing, or a raise. Each one opens with a written document you hold before any counterparty is approached, and each one closes with more than one option still live at signing.
M&A advisory
You are selling the company or handing it on. We run the Strategic Capital Process, and preparation ends with a written market assessment: the evidenced buyers, what comparable completed transactions indicate the market pays for your normalised earnings, and what holding your company is worth. You read that document before a single buyer is approached, and you decide from it whether to go to market at all.
How the Strategic Capital Process runsDebt advisory
You have a loan maturing or growth to fund. We map the lenders whose own books show they fund credits like yours, prepare the lender package the way a credit committee will read it, run the outreach in parallel, and hold competing term sheets through signing.
How a financing runsCapital raising
You need capital and the form it takes is still open. We run a five-step process we call Instrument First: senior debt through structured minority capital to common equity, each one priced in cost, dilution and control terms. You hold that instrument comparison from the first working session, and it can conclude that the answer is a loan, or that there is no raise to run.
How Instrument First runs02 Buy-Side M&A
We source acquisitions and investments for private equity, family offices and institutional investors.
You engage a standing mandate we call The Origination Seat. Your criteria are written down in numbers before the first name is shown, we work the whole set of companies that fit them, and every screening memo ends with a written recommendation, pursue or pass, with the passes recorded next to the pursuits. Sponsors running a roll-up hold add-on criteria per platform, and coverage does not pause between acquisitions.
- Criteria: written down in numbers and signed before the first name is shown
- Coverage: a written count of what your criteria can actually produce, with sources
- Screen: every opportunity screened against your criteria, pursue or pass in writing
- Approach: introductions made before a process exists, support through negotiation
- Review: a weekly pipeline call, a monthly report and your exclusion list honoured from day one
03 Fund Managers and Credit Funds
We build the investor pipeline for fund managers and the origination seat for credit funds.
Capital raising for funds
You are raising a fund and your own network has run out. We run a capital formation process we call PIPELINE: eight stages from how the fund is positioned through to the investor conversation and the re-up. It opens with a fixed-scope sprint that can conclude the raise is not ready, and everything it builds stays yours when the engagement ends.
How PIPELINE runsPrivate credit deal origination
You run a credit fund with no titled origination owner. You engage a fractional origination seat: your lending criteria written down in numbers with your committee, screened borrowers each quarter that meet them, and a weekly pipeline call.
How The Origination Seat runs04 Origination
We find transactions before they come to market.
Debt maturities are dated and public. The firm runs a proprietary origination engine that reads the market continuously: lender filings read line by line, intent and behaviour signals layered over the record, and the companies that will need to transact in the next six to twenty-four months ranked with the evidence attached. That is where our mandates start, and it is why the firm reaches owners before a process exists.
- 369
- BDC file numbers enumerated with a filer on record
- 112
- Lenders with loan rows in the latest reporting quarter
- 43,470
- Loan-level positions read line by line
- 10,351
- Private companies resolved from the borrower names
05 The Standard
Rules every mandate runs under
The same working rules apply across every service line. They are published so you can check the work against them.
- 01
- Criteria are written down in numbers and agreed before the first name is shown.
- 02
- Every name arrives with the sourcing and the reasoning on the page.
- 03
- Every number carries its source, its sample size and its limits. Where the sample is too small we say so and do not quote it.
- 04
- Counterparties are approached in parallel, and more than one option is held open until signing.
- 05
- One side per situation, with conflicts disclosed before anything else happens.
They were written by Jack Zuvelek, who operated companies before he advised them. A principal reads every submission and takes the call.
How you pay us
Fee terms are set in the engagement letter before any work starts. Sale, financing and acquisition mandates combine a fixed engagement fee, paid while the work is done, with a success fee paid only if a transaction closes.
06 Join the Firm
We are always looking for high-quality talent to join the firm.
You work on live mandates with the firm's origination engine behind you, and conversations are held in confidence.