Define who will buy your business, why, and at what premium.

We build a clear, investor-grade exit strategy that identifies likely buyers, the logic behind their interest, and the value drivers that matter most. This becomes the blueprint for aligned value creation across the hold.

What’s included:
• Buyer universe and motivations
• Premium logic and value drivers
• Ideal exit window and timing considerations
• Key risks, proof points, and conditions required to maximise price
• A concise, data-grounded exit strategy statement

Articulate why the business is valuable today and why it will be worth more tomorrow.

We craft a compelling, evidence-based equity story that aligns the strategic narrative with financial performance, sector tailwinds, moats, and forward growth priorities.
This becomes the core narrative investors use to understand and value the business.

What’s included:
• Macro environment analysis
• Tailwinds and market opportunity
• Moats and competitive differentiation
• Financial performance and outlook
• Strategic priorities and forward plan
• Full Equity Story (8–12 page PDF)

Ensure bidders see a consistent, credible story long before the process begins.

Most sale processes start with a first impression. We audit and align all public-facing materials so your equity story is reinforced everywhere investors look.

What’s included:
• Public materials gap analysis
• Website and digital alignment
• Brand narrative and messaging overhaul
• PR and leadership visibility support
• LLM and AI-readiness
• Consistent equity story execution across all public channels

Translate the equity story into high-impact bidder documents.

We design and develop every core document bidders rely on to understand, value, and benchmark the business — ensuring the narrative and the numbers reinforce one another.

What’s included:
• Teaser
• Executive Summary
• Information Memorandum (IM) design and narrative
• Bidder portal content and structure

• Management presentation design
• Presentation coaching
• Q&A preparation and rehearsal
• Alignment workshops
• Mock investor sessions