Capabilities
Three areas of expertise. One standard of advice.
A transaction, the capital behind it, or an investment alongside you. Each is a distinct mandate, and each is held to one standard of judgement.
Capabilities
A transaction, the capital behind it, or an investment alongside you. Each is a distinct mandate, and each is held to one standard of judgement.
We act for founders, shareholders, boards, and corporate clients across the full range of transaction situations - business sales and founder exits, strategic acquisitions, management buyouts, cross-border combinations, and corporate carve-outs. Senior partners lead every process personally: designing the strategy, managing counterparties, and applying the judgement that marks the difference between a good outcome and the right one.
Examples
We do not manage volume. We manage your transaction.
Every transaction has a financing dimension. Whether structuring capital for an acquisition, raising growth equity at an inflection point, or refinancing ahead of a sale, we advise shareholders, boards, and management teams on how to structure, raise, and optimise capital across the full transaction lifecycle - independently of any lender relationship or balance sheet interest. Capital advisory and transaction strategy are always designed together, never as separate workstreams.
Examples
Access to capital is rarely the constraint. The quality of advice on how to structure it is.
We invest our own capital selectively, by two routes. Where we have advised on a business and share the long-term view of it, we invest alongside our client, as partners in the outcome rather than the process. Where we see an opportunity outside our advisory mandates, we introduce it to financial sponsors and invest on the same terms as they do. One test governs both: the business, the terms, and the management team must give us the conviction we ask our clients to have.
Examples
We recommend nothing we would not fund ourselves.
Coverage
Successful transactions are decided by preparation, positioning, the choice of counterparties, and the handling of a process under pressure. Our judgement on these comes from three decades of transactions across more than 40 countries. It transfers to any business, and the sectors below are where we have applied it most.
Selected transactions in
Montecito Equity Partners
Proposed acquisition of D&D London
Sole financial adviser to Montecito on the proposed acquisition of D&D London, an international premium restaurant and hospitality group, from LDC.
UK · US · FranceSole financial adviser to Montecito
Danone
Proposed water operations acquisition
Sole financial adviser to Danone on the proposed acquisition of water operations in Saudi Arabia.
Saudi Arabia · FranceSole financial adviser to Danone
Baku-Castel Breweries
Sold to Carlsberg Group
Sole financial adviser to CVCI on the sale of Baku-Castel Breweries, a leading Azerbaijani brewing company, to Carlsberg Group.
AzerbaijanSole financial adviser to CVCI
IKI
Sold to a REWE-led consortium
Sole financial adviser to CVCI and founding shareholders on the sale of IKI, a leading Lithuanian supermarket chain, to a REWE-led consortium of European retailers.
Lithuania · GermanySole financial adviser to CVCI & founding shareholders
Rivertrade
Portfolio review and financial advisory
Strategic portfolio review, valuation, and ongoing financial advisory to a UK-based family office.
UK · Australia
Castel Sakartvelo
Sold by Citigroup Venture Capital International
Sole financial adviser to the vendors on the sale of Castel Sakartvelo, a Georgian brewing company, by Citigroup Venture Capital International.
GeorgiaSole financial adviser to the vendors
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