The Owner's Office in a transaction
Raising capital, selling a stake or buying a business?
We make sure the business survives the questions. The owner leads. We prepare the numbers, the documents and the story, and sit beside you when the questions come.
Before a lender, investor or buyer looks closely
Outside scrutiny tests the same things first: records that reconcile, numbers that hold up, governance that is written down, and someone who knows where everything is. The office prepares the business for that review, so the owner is ready before the first request arrives.
What the office does
- Prepares the business for lender, investor or buyer due diligence
- Runs the data room and manages information requests alongside management
- Keeps a due diligence tracker so nothing is missed or answered twice
- Carries out due diligence for owners on businesses they are considering acquiring
- Prepares the business plan, financial model and information pack the owner presents
- Shows the owner what the business is worth to a buyer, and what moves that number
- Analyzes a proposed transaction from the owner's side
- Coordinates the legal, financial and tax advisers involved
- Sits beside the owner in investor and buyer meetings, on the numbers
Where to start
Most owners start with the Owner's Office Diagnostic, scoped as a buyer's-eye review. When a transaction is already live, the office steps in directly.
We do not solicit investors, raise capital, market securities, broker transactions, or manage client money.
The first call is with Ghassan Hammoud, founder.