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OUR SERVICES

Boutique Financial Advisory Services

M&A Advisory

Key services include:

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  • Target identification & strategic fit analysis

  • Business valuation & financial modelling

  • Deal structuring & negotiation

  • Due diligence support

  • Coordination of legal, tax, and financing advisors

  • Post-merger integration planning

Corporate Finance

Key services include:

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  • Capital raising (equity, debt, hybrid)

  • Financial restructuring & refinancing

  • Strategic planning & scenario modelling

  • Business planning & investor presentations

  • Investor relations support

Wealth Management

Key services include:

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  • Investment planning & portfolio strategy

  • Risk management & insurance structuring

  • Tax-efficient planning

  • Family governance & legacy planning

  • Intergenerational wealth transfer strategies

Interim CFO Services

Typical scenarios include:

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  • Pre-transaction or post-acquisition CFO gap

  • Investor or bank reporting readiness

  • Business restructuring or turnaround

  • Scaling finance teams & building infrastructure

Succession Planning

Our services include:

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  • Succession roadmap design

  • Ownership & leadership transition strategies

  • Shareholder agreement structuring

  • Family governance frameworks

  • Facilitation of family workshops & decision-making

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