01
Position
What is being sold, funded or passed on — and what a counterparty will attack first.
What we take on
A file a counterparty can trust
James Okoye leads the desk. Amelia Rowe joins for quality-of-earnings. You get one narrative, one set of numbers, and a partner who has sat on both sides of a term sheet.
- Debt raising and refinancing packs
- Quality of earnings and vendor due diligence
- Equity raises and investor reporting
- Owner succession and share sales
The work
From first conversation to signing
02
Clean the earnings
Normalisations a buyer will accept. We do not polish what will not survive diligence.
03
Tell it once
One information pack. Lenders, buyers and the board read the same story.
04
Stay in the room
We join the calls, answer the follow-ups, and do not hand you a PDF to defend alone.
On the file
James Okoye
James came from a mid-market house where he sat on sell-side diligence. He is blunt about value, careful with normalisations, and he will tell you if the business is not ready to go to market.
Read a succession caseTalk before you go to market
Forty-five minutes with a practice lead. Bring the last pack, the VAT position and the decision you need to make.