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Analytical support for transaction teams.

Market research, company profiles and document analysis for your mandate. Assign a defined task and receive the work in your format, with sources and open questions.

Public research · illustrative brief. Five genuine companies; financial fit, ownership and acquisition availability remain unverified.

Work you can assign

Candidate research and profiles

From you: Your criteria, existing list and exclusions.

Handover: A candidate table and profiles in CSV or your template. Findings include sources and review dates; missing information stays identified.

First-pass document review

From you: Available documents and the specific question the review should answer.

Handover: Findings linked to documents and pages, inconsistencies and questions for further review. We agree the report format around your next task.

Financial analysis and model review

From you: Financial statements or an existing model, assumptions and the sections to review.

Handover: Analysis of the agreed scope or an annotated model with findings and their impact. We accept this work only after confirming a competent analyst and qualified reviewer for that scope.

Fictional example: financial working papers in Excel

What accompanies the work

At handover, we check the output against the brief. Full financial, legal, tax and technical diligence require separate specialist scopes.

  • Coverage of the agreed criteria and reasons for inclusion or exclusion.
  • Traceable sources; documented facts distinguished from assessment and unverified information.
  • Open questions and material for the person continuing the work.
Sample: acquisition target screening

How we work with your team

Your client and mandate
You retain the client relationship and lead the mandate. We communicate with your client only when expressly agreed.
Counterparty contact
Any outreach has a separate scope. You approve the recipients, wording and method of recording responses in advance. Counterparty selection, outreach and replies.
Delivery under your brand
We agree the format, permitted use and communication rules beforehand. Source references and unverified information remain identified in the handover.

Assign a specific task.

Include the output, available material and deadline: date, time and time zone. An anonymised brief is enough initially; we agree how to share confidential documents separately. The first consultation is free.

Martin Vaverka coordinates the brief and handover. Before work starts, we confirm the preparer, any specialist review, availability, deadline and fixed fee.

Submit a brief