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Buyer and capital partner research.

We research prospective buyers or investors for your business, property or project. The agreed scope can include presentation materials and outreach approved by you.

Arrange a consultation

The first consultation is free. We agree the scope and fixed fee before work begins.

What to prepare

  • What you are offering and the role you want to retain.
  • The purpose of new capital or the intended form of sale.
  • Available documents and information-sharing rules.

A general description is enough initially. We agree how to share confidential documents during the consultation.

Prepare your brief

Engagement deliverables

A buyer or investor selection

Candidates compared by focus, investment size, geography and preferred type of involvement.

Prepared presentation materials

As agreed, a concise introduction, financial summary or presentation explaining the proposed transaction.

Outreach and response record

Where commissioned, a record of messages, replies, information requests and agreed next steps.

First page of the fictional example

Investor screening for a manufacturing business

Selecting a minority partner for a manufacturer’s growth.

Model example · fictional brief and source documents

Read the analysis
The engagement process in detail
  1. 1

    Establish the objective

    We distinguish a sale, a capital investment and a potential partnership.

    Output: A brief, disclosure rules and fee proposal.

  2. 2

    Select counterparties

    We research relevant buyers or investors and explain priorities.

    Output: A candidate list with selection rationale.

  3. 3

    Prepare the material

    We assemble the information required for an initial approach.

    Output: An approved introduction and draft message.

  4. 4

    Carry out agreed outreach

    Where included, we record responses and hand over the next steps.

    Output: An outreach and response record.

Common questions

Do we need a finished pitch deck?

No. We can review what you have and establish which materials are needed before outreach. Presentation work can be included in the proposal.

Do you promise a sale or funding?

The agreed fee covers defined work and deliverables. Interest, funding terms and completion depend on the parties involved.

Discuss a sale or capital investment.

The first consultation is free. We then propose the scope and fee.

Arrange a consultation