On your side
of the table.

I cover the full range of M&A execution work: pitch materials, valuation, Information Memorandum, Management Presentation, process management and data room coordination. My scope spans sell-side and buy-side M&A transactions as well as fundraising processes.

I can typically start an assignment within 24 to 48 hours. Every proposal then sets a firm delivery timetable, which I keep to as in an M&A process.

The model follows the scope:

• A specific deliverable: a fixed fee, quoted firm before any work starts.
• A full assignment or running an entire process: monthly fees or a fixed fee per deliverable, known in advance. A success component is added only if you want it, to align the timetable, never as the base.
• A daily rate remains possible where the need calls for it, but it is not the default.

I work alongside the mandated advisor or directly for the owner, never in competition with an advisor already in place. A firm, itemised proposal is always provided after a first conversation, at no cost and with no commitment.

Confidentiality is central to my practice. I systematically sign non-disclosure agreements (NDAs) and apply the same standards of discretion as those in force in investment banks.

Yes, openly: AI tools (ChatGPT, Claude, Rogo, Grasp) are built into the production process to accelerate research, analysis preparation, consistency checks and formatting.

Every deliverable is then reviewed, verified and signed off by me - AI accelerates, the expert stays in charge and takes responsibility. The handling of confidential data is defined contractually with each client, under NDA.