The preparation library

Better preparation. More informed decisions.

Keep the important questions, information needs and next steps together. These practical guides help you plan business improvements, structure an advisory review and prepare for a future transaction.

Acquisitions & financing

Acquisitions, financing & growth

A guide to acquisition and growth financing with banks, funds and investors, the bank-versus-bond decision and preparation for public markets.

PDF · 6 pages · Banks, funds and public-market preparation
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Value creation & ongoing advisory

Building business value

A practical diagnostic, priority checklist and first-90-days plan, with a framework for ongoing advisory reviews.

PDF · 4 pages · Practical priorities and advisory review plan
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01

Sell-side advisory

We advise business owners on full or partial sales, aligning the process with their financial goals and plans for the business.

PDF · 3 pages · Preparation checklist & practical questions
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02

Strategic acquisitions

We advise on acquisitions, from defining target criteria and assessing opportunities to coordinating the transaction and its financing.

PDF · 3 pages · Preparation checklist & practical questions
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03

Management buyouts

We advise management teams and business owners on the structure, financing and execution of a management buyout, with clearly defined roles for each mandate.

PDF · 3 pages · Preparation checklist & practical questions
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04

Growth capital

We structure growth financing with banks, private credit funds and equity investors, matching the funding to the business plan and ownership objectives.

PDF · 3 pages · Preparation checklist & practical questions
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05

Cross-border M&A

We advise on cross-border acquisitions and sales, coordinating the financial work, financing partners and local specialists across markets.

PDF · 3 pages · Preparation checklist & practical questions
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06

Succession planning

We help owners plan leadership and ownership succession, assess financing needs and compare the options before a transition becomes urgent.

PDF · 3 pages · Preparation checklist & practical questions
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07

Carve-outs

We advise on separating business units, assessing their standalone earnings, funding needs and the practical steps required for independent operation.

PDF · 3 pages · Preparation checklist & practical questions
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08

Capital structure

We structure acquisition and growth financing with banks, funds, other financial institutions and international capital markets.

PDF · 3 pages · Preparation checklist & practical questions
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09

Transaction readiness

We assess transaction readiness and help owners prepare the financial information, evidence and priorities that buyers and investors will examine.

PDF · 3 pages · Preparation checklist & practical questions
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10

Strategic alternatives

We help owners compare a sale, acquisition, partnership, new investment or continued independent growth against their strategic and financial objectives.

PDF · 3 pages · Preparation checklist & practical questions
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