Corporate Advisory
Independent advice to owners, boards and family groups on transactions, capital and strategy.
Our Corporate Advisory practice advises the owners of privately held businesses on decisions that determine value. We advise on whether to transact, the economics of the transaction and the terms on which it should proceed.
Our advice is independent, commercially grounded and directed to the client’s objectives. We test the case for a transaction, identify the drivers of value and risk, and support the client from initial decision through execution.
A clear, independent perspective
Our advice is guided by the client’s interests and objectives. Whether acting for a business owner, board, family office, private equity investor or corporate, our Corporate Advisory practice assesses value, risk and terms from the client’s perspective.
Our team works constructively with management, investment banks, legal advisers and other transaction participants. Throughout the engagement, we remain aligned with the client, testing assumptions, informing decisions and carrying the agreed strategy through execution.
Our corporate advisory services
Sell-Side M&A
Our team advises owners on divestments and exits, from initial preparation through completion. Our work covers preparing the business for scrutiny, vendor due diligence, positioning, the approach to market and negotiation. The scope of our advice includes whether to sell and on what terms.
- Exit readiness and vendor due diligence
- Positioning and market approach
- Negotiation and completion
Buy-Side M&A
Our team advises acquirers from origination and target assessment through due diligence, negotiation and completion. We test the opportunity before capital is committed, coordinate the diligence workstreams and keep the transaction terms aligned with the investment case as negotiations develop.
- Origination and target assessment
- Due diligence coordination
- Negotiation and completion
Investment and Opportunity Assessment
Before committing capital, owners and family groups often seek an independent assessment of a proposal. We assess the quality of the underlying business, valuation benchmarks and key risks, and provide a concluded view on whether the opportunity warrants full due diligence. The result is a concise assessment on which the client can act.
- Business quality assessment
- Valuation benchmarks
- Key risks and red flags
- Whether to proceed to due diligence
Capital Raisings
Our team advises on equity and debt raisings. Our work covers preparing the business for investors or lenders, structuring the raise and negotiating with providers of capital.
- Preparing the business for capital
- Structuring the raise
- Negotiating with providers of capital
Joint Ventures, Syndicates and Partnerships
Our team structures and negotiates joint ventures, syndicates, shareholder arrangements and strategic partnerships, carrying the commercial negotiation through to signed terms. Particular attention is given to the economics of the relationship, including pricing, margin, profit sharing and funding obligations, as well as governance, decision rights and exit mechanics. These provisions determine how value is shared and how the arrangement operates if the parties’ interests diverge.
- Joint ventures and syndicates
- Shareholder arrangements
- Strategic partnerships
- Commercial negotiation through to signed terms
Corporate Strategy
Outside a live transaction, owners and boards make decisions about capital allocation, portfolio composition and long-term direction. We assess strategic options, review portfolios and undertake standalone commercial due diligence, providing an independent basis for those decisions.
- Strategic options assessment
- Portfolio review
- Standalone commercial due diligence
Board and Advisory Roles
The firm holds a small number of advisory board and non-executive appointments with privately owned businesses. These roles provide continuity between transactions and a standing source of commercial and structural advice through capital events and generational change. Appointments are accepted selectively.
- Advisory board membership
- Non-executive appointments
- Support through transactions and transitions
Common questions
Does the firm act for both buyers and sellers?
Yes. Our Corporate Advisory practice advises owners on divestments and exits, and acquirers throughout the acquisition process. Our team does not act for both sides of the same transaction.
At what stage should a corporate adviser be engaged?
Before terms are settled. Decisions concerning value, transaction economics and commercial terms are generally made before heads of terms are signed. Early engagement also allows the commercial and tax workstreams to be developed together.
Discuss a corporate advisory matter
For a confidential discussion about a transaction, capital or strategic matter, contact Eric Reiner.
