01
A family office seeking
co-investment access to institutional-quality deal flow.
Advisory
& Execution
The firm provides independent counsel and hands-on execution across the full spectrum of its clients' private affairs, from capital deployment and M&A to international structuring and the resolution of distressed or disputed matters.
We do not manage assets.
We do not sell financial products.
We advise, coordinate, and execute.
We do not manage assets.
We do not sell financial products.
We advise, coordinate, and execute.
01
01
Capital Placement &
Investment Advisory
Investing and arranging capital across private equity, real estate, venture, infrastructure, and direct investments.
The firm manages the full placement lifecycle, from origination and due diligence through allocation and close.
In practice the firm is engaged for a capital raise, for growth capital in an established business, for a recapitalisation or debt and refinancing, or for fund formation and placement on behalf of a manager.
Drawing on relationships with investors, families, and institutions across our markets.
Drawing on relationships with investors, families, and institutions across our markets.
What this covers
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Private equity and venture capital placement
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Real estate capital raises
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Infrastructure and project finance
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Direct investment origination
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Investor matching and introduction management
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Allocation strategy and portfolio construction advisory
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Placement memorandum preparation
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Investor due diligence coordination
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Post-placement reporting
Typical situations
Typical Situations
02
A fund manager requiring placement support across
multiple jurisdictions.
03
A principal raising capital
for a direct investment or development project.
04
A sovereign entity seeking
exposure to a specific sector
or geography through a managed placement process.
02
02
Mergers, Acquisitions
& Corporate Finance
Buy-side and sell-side advisory for privately held businesses, portfolio companies, and family enterprises.
The firm manages the full transaction lifecycle: valuation, negotiation, documentation, counterparty coordination, and post-close integration.
Engagements usually begin as a business sale, an acquisition, a management buyout, a merger or joint venture, or a consolidation of several businesses in one sector.
with a focus on preserving confidentiality and maximising outcome for the principal.
with a focus on preserving confidentiality and maximising outcome for the principal.
What this covers
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Sell-side mandates for founder-led and family-owned businesses
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Buy-side acquisition search and execution
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Management buyouts
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Corporate carve-outs and divestitures
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Valuation and fairness opinions
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Negotiation strategy and counterparty management
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Transaction documentation and legal coordination
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Post-close transition advisory
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Cross-border transaction structuring
Typical situations
Typical Situations
01
A founder preparing a business for sale and requiring a single trusted adviser to manage the process from valuation through close.
02
A family enterprise evaluating strategic acquisition targets across multiple jurisdictions.
03
A private equity principal seeking to exit a portfolio company through a structured process with limited market exposure.
03
03
Co-Investment &
Syndication
Origination and syndication of direct co-investment opportunities across the firm's principal network.
The firm structures opportunities, forms capital around them, aligns governance between co-investors, and manages investor relations through the lifecycle of the investment.
Opportunities are originated, structured, and syndicated through Ladd Capital, the firm's investment division.
What this covers
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Co-investment origination and structuring,
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Syndication across family offices and institutional allocators
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Capital formation and investor relations
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Governance alignment between co-investors
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Deal structuring and entity formation
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Investor reporting and distribution management
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Exit coordination
Typical situations
Typical Situations
01
A principal with a direct investment opportunity requiring additional capital from aligned co-investors.
02
A family office seeking access to co-investment deal flow originated by other principals in the network.
03
A group of investors requiring a trusted intermediary to structure governance and manage communications across a syndicated investment.
04
04
International Tax &
Structuring
Cross-border entity architecture, tax-efficient holding structures, estate and succession planning, and multi-jurisdictional compliance coordination across all relevant territories.
Engagements most often concern a redomicile of the principal or the holding structure, or the international expansion of an operating business into new territories.
The firm works alongside clients' existing tax counsel to ensure structures are optimised, compliant, and resilient to regulatory change.
The firm works alongside clients' existing tax counsel to ensure structures are optimised, compliant, and resilient to regulatory change.
What this covers
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Multi-jurisdictional holding structure design
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Cross-border entity architecture
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Estate and succession planning
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Trust and foundation structuring
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Tax treaty analysis and treaty shopping mitigation
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Substance requirements and economic presence,
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Regulatory change impact assessment
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Compliance coordination across jurisdictions
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Restructuring of existing arrangements for efficiency or resilience
Typical situations
Typical Situations
01
A family with assets, operations, and family members across five or more jurisdictions requiring a single point of coordination.
02
A principal relocating and needing to restructure holdings to reflect new residency and domicile.
03
A family enterprise preparing for generational transfer where the governance and structuring requirements span multiple legal systems.
05
05
Principal & Family
Advisory
Counsel to principals and families on the matters that sit above any single transaction: succession, governance, the structure of the family's affairs, and the decisions that only the principal can make.
The firm acts as a standing adviser to the principal, coordinating the family's professional teams and establishing the institutional architecture required to manage wealth and responsibility across generations.
The firm is retained for principal advisory on a standing basis, for succession where a transfer is approaching, and for family office setup where the family's affairs call for a dedicated institution.
Retained by the principal, accountable to the principal.
Retained by the principal, accountable to the principal.
What this covers
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Standing counsel to the principal on capital, structure, and succession
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Succession planning and generational transfer
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Governance frameworks, decision rights, and family constitutions
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Family office establishment, mandate design, and oversight
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Review of existing family office and adviser arrangements
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Next-generation preparation and involvement
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Coordination of the family's legal, tax, and banking advisers
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Resolution of conflicts between family members or branches
Typical situations
Typical Situations
01
A principal seeking a single adviser retained on their own account, independent of those acting for the business or the wider family.
02
A family enterprise approaching generational transfer where the founder, the next generation, and the business each require a different answer.
03
A family whose affairs have outgrown a private bank and an accountant, and who require a family office established with the right mandate and the right people.
Additional Capabilities
Additional Capabilities
Beyond the core disciplines
Debt Recovery & Asset Tracing
Recovery of distressed receivables, disputed debts, and misappropriated assets across jurisdictions.
Coordination of legal proceedings, enforcement actions, and settlement negotiations where the amounts at stake justify senior involvement. The firm acts in these matters under a special situations mandate.
Dispute Advisory
Strategic counsel on commercial disputes, stakeholder conflicts, and litigation coordination.
The firm advises on strategy and manages the process, working alongside external counsel to ensure alignment between legal tactics and the client's broader commercial objectives. Matters of this kind are taken on as special situations.
Real Estate & Asset Structuring
Acquisition structuring for international property and significant assets.
Optimal jurisdiction, entity type, and tax treatment for each acquisition, coordinated with local counsel and the client's existing advisers in each relevant territory. The firm is engaged for a single property acquisition or to structure a property platform holding several assets.
How We Work
The firm works alongside its clients' existing professional teams, not in place of them.
Our clients already have lawyers, accountants, bankers, and investment managers. Our role is coordination and execution: ensuring alignment across advisers, identifying gaps between disciplines, and resolving matters that fall between established advisory mandates.
We do not manage assets. We do not sell financial products. We do not replace existing advisers. We ensure the outcome is resolved efficiently, discreetly, and in the client's favour.
Coordination between legal, tax, banking, and investment advisers across jurisdictions
Identifying gaps between existing advisory mandates where matters go unresolved
Senior, principal-level involvement on every engagement, not delegated to junior staff
A single point of contact where the complexity demands one
Discuss a matter with us.
If you have a transaction, a capital requirement, a structuring question, or a matter that requires coordination across multiple jurisdictions and disciplines, we should speak.
All enquiries are reviewed by the principal.