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Fixed-fee analysis and documents for sellers, buyers and the advisers who run the process. One Chartered Accountant, one project at a time.
Who This Is For
Deals slow down on numbers nobody has checked and documents that do not match them. This work finds those problems early and lists what is still open.
M&A Advisers and Brokers
A mandate that needs its numbers and documents ready before it goes to market, or an extra pair of hands on the analysis for a live deal.
Buyers and Investors
A target’s information memorandum and management accounts that need reading side by side before you commit time and money.
Owners in a Process
A sale or acquisition under way and questions on the numbers that you cannot yet answer.
What You Get
Sell-Side Documents
Buy-Side Analysis
Deal experience
Analyst on live South African mid-market sell-side and buy-side processes, working as part of an advisory team. Client names stay confidential.
After the LOI and After Close
The same model carries on once the deal moves. Memo content and reporting only. No investor introductions, no placement and no success fees.
Investor Memo for Searchers and Sponsors
After the LOI, the memo you send your equity investors: thesis, normalised earnings, sources and uses, returns sensitivity and risks. Written and designed in-house, in your name.
First 100 Days Finance
Once-off, after close: reporting setup, a 13-week cash forecast, a KPI pack and a board pack template. It hands into a monthly fractional CFO engagement if you want one.
Investor Reporting and Board Pack
Quarterly, after close: the investor update and board pack for a searcher- or sponsor-owned company, built from the monthly numbers. A fixed fee per quarter.
Capital Raise Pack
For growth companies raising money: a pitch deck and investor memo built from one model. You or your adviser choose the investors and send it.
How It Works
01
Short call
Twenty minutes on the deal, the stage it is at and what you need in your hands.
02
Written scope and fee
A list of deliverables and one fixed fee, agreed in writing before any work starts.
03
Delivery
The analysis or documents, walked through with you and your adviser, with questions answered on the numbers.
FAQ
No. I prepare the numbers and the documents. Your broker or M&A adviser runs the process, finds the counterparties and negotiates. I work alongside them.
No. The work shows what the business earns once owner and one-off items are separated, and how the numbers move under different cash and multiple assumptions. It gives no view on price or value.
No. It is a defined piece of analysis for you and your advisers, with the scope and who may use it set out in writing. It is not an audit, a review, an attestation or a quality of earnings report, and it carries no opinion. It shows where to dig first.
No. The work reports findings and shows how the numbers change under different assumptions. The price and the decision to proceed stay with you and your advisers.
A fixed fee for each project, agreed in writing before work starts, with the deliverables listed. There is no success fee and no hourly meter.
No. Your attorney, tax adviser and investment adviser do that. I prepare and check the numbers and write the documents.
No. I write the investor memo, the deck and the numbers behind them. You or your adviser decide who receives them and you send them. I do not contact investors, keep an investor list, place securities or take a fee tied to money raised.
No. It sets out your thesis, the normalised earnings, sources and uses, returns under different assumptions and the risks, in your name. The decision to invest stays with each investor and their own advisers.
Yes. I have a sample teaser and information memorandum, and a sample buy-side analysis, each built on a fictional company. Ask for them on a call or through the contact page.
A 20-minute call. What the deal needs, what it should cost, and what to hand over.