Transaction Services
Private Equity & Investor Services
Investors need conviction before they write a cheque and value creation after. We support funds across the deal cycle — screening and diligence pre-deal, value creation across the hold, and exit readiness when it counts.
Approach
How we work.
We partner with funds across the investment lifecycle, bringing both commercial judgement and CA-grade financial rigour.
Screening
Assess opportunities and markets to support deal selection.
Commercial diligence
Test the market, growth thesis and competitive position pre-deal.
Value-creation plan
Build the 100-day and hold-period value-creation plan.
Portfolio support
Support portfolio companies on growth, margin and reporting.
Exit readiness
Prepare portfolio companies for sale or listing to maximise exit value.
Scope
What we cover.
How we support funds and investors.
- Deal screening and market assessment
- Commercial due diligence
- Financial due diligence and quality of earnings
- Value-creation planning
- Portfolio-company performance support
- Management reporting and KPI frameworks
- Exit-readiness and sell-side preparation
- Sector and market intelligence
Deliverables
What you receive.
What you receive.
Related
Adjacent practices.
Engagements that often accompany this mandate.