01
WHAT WE DO
- Prepare and negotiate LOI and transaction structure
- Lead legal due diligence workstreams
- Negotiate SPA and ancillary agreements
- Handle signing, conditions precedent, and closing mechanics
SERVICE
M&A
Buy-side and sell-side execution from LOI to closing.
Process discipline, pragmatic negotiation, and clean documentation for complex deals.
I drive the process and negotiations so management can stay focused on running the company while the deal moves forward.
02
HOW WE WORK
- Set deal thesis, scope, and critical milestones
- Build issue lists and negotiation strategy
- Run redlines and stakeholder alignment
- Close with clear allocation of risk and obligations
03
TYPICAL DELIVERABLES
- LOI and process documentation
- Due diligence findings and risk summary
- SPA and disclosure schedules
- Closing checklist and post-closing actions
Step 0
Round-ready
Clean up before the spotlight
Cap table, IP, employment, contracts and compliance must withstand investor scrutiny.
Cap tableIPCompliance
Step 1
Process and data room
Structure and pace
We establish process, timeline and data room so the round runs fast, disciplined and with fewer stops.
TimelineData roomProcess
Step 2
NDA and alignment
Where relevant
NDA where relevant, and an early clarification of the framework to avoid negotiating blind.
NDAScopeExpectations
Step 3
Term sheet
The rules are locked
Valuation, ownership, control, investor rights, option pool and conditions to closing are set.
ValuationBoardOption pool
Step 4
Due diligence
Risks into the light
Investors test the company against the narrative. Good order in materials reduces price discounts and special terms.
IPContractsEmployment
Step 5
Document package
From words to agreements
Term sheet is converted into binding documents, and annexes, resolutions and corporate actions are consolidated.
SHAInvestment docsResolutions
Step 6
Signing
Conditional yes
Agreements are signed, often with specific closing conditions that must be fulfilled first.
SigningConditions precedent
Step 7
Closing
Funds, shares, filings
Capital increase is executed, funds are transferred and registrations handled so documentation and cap table are clean.
Funds inShare issueFilings
Step 8
Post-closing
Governance that works
Board, reporting, investor onboarding, option grants and closing binders must function from day one.
BoardReportingOnboarding
Recent transactions
Clients say
What CEOs say
Selected feedback from investment rounds, M&A transactions and IPO processes.