Confidential by design
Every mandate follows the same NDA-first process. Nothing sensitive moves until the right protections, checks and written terms are in place.
Eight steps, every time
Confidential first call
A no-obligation conversation. You do not need to name the business or the parties at this stage.
NDA before detail
A non-disclosure agreement is in place before any sensitive information or identities are shared.
Checks & fit
We confirm who we are dealing with (KYC) and whether the opportunity fits. If it does not, we say so.
Terms in writing
Scope, fees and any exclusivity are agreed in writing before work starts. No surprises.
Prepare
An anonymised profile or a clear acquisition, merger or trade brief, approved by you.
Discreet outreach
Targeted approaches to suitable counterparties. Identities are only released with your approval and under NDA.
Negotiate & diligence
We coordinate offers, heads of terms and due diligence alongside your lawyers and accountants.
Complete
Through to signing, settlement or first shipment, and the handover that follows.
How we conduct ourselves
NDA-first
Identities and sensitive information are only shared under a non-disclosure agreement, and only with your approval.
Need-to-know
Information goes to the people who need it for the deal, and no further.
Terms in writing
Scope, fees and any exclusivity are agreed in writing before work starts.
Checks first
KYC on the parties we introduce, and AML and sanctions screening on every commodity enquiry.
Advisers at the table
We work alongside your lawyers, accountants and licensed advisers. We do not replace them.
Honest fit
If a deal, a counterparty or a mandate is not right, we will tell you early.
What to have to hand
Nothing here is needed for a first call. It just helps us move faster once we are working together.
- A short description of the business, its location and sector
- Approximate revenue and profit (ranges are fine at first)
- What you want: full sale, part sale, merger, partner or capital
- Your ideal timing and anything that is not negotiable
- Under NDA, later: financial statements, key contracts, team and assets
- Who is buying: individual, company, family office or fund
- Target sectors, geographies and business size
- Deal type: full acquisition, majority or minority stake, merger or JV
- Indicative budget or ticket size and how it will be funded
- Timing and any must-haves or deal-breakers
- Buy or sell, and the commodity with its specification or grade
- Volume, frequency and packaging
- Origin, destination and preferred Incoterms
- Timing and payment terms you can work with
- Company details for KYC: registration, directors and beneficial owners
Good to know
ImportantWe do not provide financial product advice. Nothing on this website is financial, investment, legal or tax advice, or an offer to buy or sell any security, financial product or commodity. We work alongside your own lawyers, accountants and licensed advisers. All enquiries are confidential.
Do I have to sign anything before the first call?
No. The first conversation is informal and confidential, and you do not need to name your business. An NDA comes before any sensitive detail is shared.
Who sees my information?
Only people who need it for the deal, under NDA, and only with your approval. Our accountants and advisers may see information where needed to run our business, under their own professional confidentiality obligations.
What terms do you work on?
Flexible terms, agreed deal by deal and always in writing: success fees, profit-share or joint venture structures, with or without exclusivity depending on the deal.
How long does a deal take?
It varies widely with the business, the market and the parties. We will give you a realistic view after the first conversation rather than a promise.
Start with a confidential conversation
No names needed for a first call. Tell us what you want to achieve and we will tell you honestly whether and how we can help.