BESPOKE SERVICES FOR SHAREHOLDERS AND FUND INVESTORS
Activist mandates as Shareholder Representative Director or Non-Executive Director, appointed to drive change through to completed exit.
ENTER — the mandate and the standing to act, including where the route to the boardroom runs through a dispute.
ALIGN — governance returned to owners; structures and incentives reset; business models driven back to shareholder value; all while satisfying regulations, listing obligations and inside-information discipline.
REALISE — the placing, sale or orderly wind-down, executed once the company is worth exiting.
Shareholder-Side Transformation
Mandates in complex regulatory, technological and financial environments, where the work requires expertise and time the holder does not have.
Where the route to the boardroom or the exit runs through a dispute: direction of strategy and decisions, and where necessary, the claimant side of litigation, acting directly with external lawyers and counsel.
As part of these mandates, we also manage high-value strategic transactions and commercial negotiations, cross-border mergers and acquisitions, secondary placings, large-scale strategic investments and the structuring of bespoke financing facilities.
Complex & Contested Situations
Direct stakes in companies, private and quoted: secondary placings of quoted blocks the market cannot readily absorb; negotiated sales and buy-backs of private stakes; disputed positions resolved through valuation and negotiated exit.
Interests in fund vehicles: side-pocketed and gated holdings, and tail-end funds — investor strategy, and realisation or orderly wind-down.
Exits executed directly for shareholders, with capital-markets partners where the route requires them.
Liquidity & Realisation
Company side, for shareholders directly: commercial, operational and financial due diligence; board-effectiveness and governance review; shareholder-alignment review.
Fund side, for investors in funds and LP stakes: fund, manager and operational due diligence; forensic and red-flag review.
Available on a white-label basis to due-diligence and advisory firms, under their own name.
Institutional Diligence