Approach

Senior judgement. Direct execution.

Every business and shareholder situation is different. We invest the time upfront to understand what matters, form a clear view and shape the transaction accordingly.

01

Direct senior involvement

Peter leads each mandate from the first discussion through negotiation and completion. Important work and judgement are not delegated down a large team.

02

Independent advice

Mid-market M&A is our sole focus. There is no product sales or institutional agenda competing with the client’s outcome.

03

Advice before process

We are advisers, not simply project managers. We form a commercial view, anticipate issues and challenge decisions when that improves the outcome.

04

Built around the owner

For founders, a transaction is rarely only financial. Timing, people, legacy, certainty and the right future owner all shape the strategy.

How we work

From the real question to completion.

A disciplined process remains important. The difference is that each stage is anchored to the client’s objectives and the commercial realities of the business.

01

Understand

Objectives, shareholders, business quality, risks and realistic options.

02

Position

The value story, evidence, materials and transaction structure.

03

Engage

The right strategic buyers, investors and decision makers.

04

Negotiate & complete

Value, terms, diligence, documentation and execution certainty.

Our clients and reputation are our livelihood. We take a long term approach to both.

Aequo also contributes 2% of its revenue to organisations supporting more inclusive communities and a sustainable economy.