How we take mandates from intake to close.

Each step is designed to respect confidentiality, accelerate diligence, and provide clear communication for principals, operators, and capital partners. Reference the service modules tied to each stage and subscribe to ongoing Intel updates for mandate context.

Mandate cadence

NCNDA-backed engagement built around five stages.

Our team mobilizes quickly once criteria are documented, balancing discretion with the urgency required to capture viable transactions.

Intro & Criteria

Define acquisition or disposition profile, capital stack preferences, geography, and timeline. Align on communication cadence and decision makers, often alongside the mandate intake playbook.

NCNDA

Execute non-circumvention and confidentiality agreements. Set up secure workspaces and access controls for mandate materials.

Targeting

Deploy sourcing playbooks, outreach sequences, and intelligence sweeps. Present only opportunities that pass mandate fit and pre-screening, leveraging signals highlighted in recent market briefs.

Transaction Advisory

Lead diligence checklists, coordinate third-party reviews, synthesize findings, and manage negotiations through signed agreements. Align outputs with the transaction advisory toolkit.

Ongoing

Refresh pipeline, monitor mandate-aligned KPIs, and deliver intel briefings that inform future allocations and operating decisions.

Opportunities are delivered confidentially to qualified clients under executed NCNDA. Broker-dealer activities are conducted through properly licensed partners.

Mandate governance

Deal rooms, diligence trackers, and communication logs are updated in real time. We provide weekly status touchpoints, with ad-hoc escalations as needed.

Confidentiality

Access is role-based and auditable. Third parties execute NCNDA before receiving materials, and we manage all buyer-seller introductions.