GUIDES

Practical guides for running a private deal

How to publish a mandate, what buyers check, how advisors work a live deal, and how to keep the process out of scattered inboxes.

01

How to publish an M&A deal so the right people can respond

What to disclose, what to hold back, and how advisors and buyers should meet a deal after it is published.

02

What buyers check before they spend time on a private company

The commercial, financial, and legal questions buyers ask before they take a meeting on a small or mid-sized acquisition.

03

What an M&A advisor does after a deal is published

How an advisor screens a mandate, challenges the story, and keeps investor conversations inside one workspace.

04

How to prepare an Indian business before you speak to buyers

What owners should organise before a sale: numbers, customers, approvals, and a clear reason for the process.

05

A fundraise and a company sale should not be run as the same process

Equity raises and company sales can share a workspace. The audience, the disclosure, and the timeline should not be mixed.

06

How investors screen a private deal before they ask for a meeting

The filters, red flags, and first questions investors use when a fundraising or acquisition opportunity shows up.

07

A due diligence checklist for buying a small or mid-sized company

The documents and answers that keep an SME acquisition moving after the first conversation, without a hundred-file data room.

08

Why M&A conversations fall apart across email and chat

What gets lost when a live deal is run from inboxes, and how one workspace keeps documents, questions, and approvals together.