Track record

Real engagements, real outcomes.

Client confidentiality is absolute, so the case studies below are anonymised. In a conversation, and with client consent, we can go deeper.

Sale to Private Equity

Competitive sale of a global financial services research business to a US private equity acquirer

Situation

A founder-CEO had built a global research and data business over two decades and wanted to realise value without handing the process, or the outcome, to a large investment bank with bigger clients to please.

What we did

Sole consultant to the founder across a 13-month process: preparation, materials, buyer landscape, competitive tension, diligence, and support through the negotiation to completion. The founder retained every decision on price and terms.

Outcome

Completed sale to a US private equity acquirer following a genuinely competitive process, on terms the founder chose.

Strategic Retainer

Eighteen months alongside an AI business serving major banks

Situation

A founder-led AI business with blue-chip banking clients faced two entangled problems: a strategic investor whose interests had diverged from the company’s, and an exited co-founder’s unresolved shareholding.

What we did

Supported the negotiation of a share buyback from the strategic investor, completed on favourable terms; helped resolve the departed co-founder’s position; and provided ongoing commercial support including introductions across banking and insurance.

Outcome

A clean share register, a resolved dispute, and an open pipeline into the institutions that matter for the business.

Dispute Resolution

Commercial dispute with a dominant market platform, resolved

Situation

A property technology business found itself in a commercial dispute with a platform many hundreds of times its size, with its growth plans hostage to the outcome.

What we did

Delivered a strategic review: an honest assessment of leverage on both sides, a resolution path, and a forward growth plan that did not depend on the dispute going one particular way.

Outcome

A clear way forward, adopted by the board, with the dispute contained rather than metastasising into litigation.

Commercial Reset

Cost discipline and commercial focus for an early-stage technology company

Situation

An early-stage business was spending shareholder capital on trade shows and brand marketing with no measurable path to revenue, and the runway was shortening.

What we did

Rebuilt the commercial strategy around activity that produces revenue, cut discretionary burn, and reset the plan the founder could take back to shareholders.

Outcome

Materially lower burn, a longer runway, and shareholder capital pointed at growth rather than optics.

Whatever is in front of you, we can help.

Raise, exit, reset, or dispute: chances are we have run a version of it before.

Let’s have a chat