One large decision, prepared properly

One large decision — selling or buying a large asset, placing proceeds, restructuring a holding — taken apart and put back together in five to ten working days.

• A map of the capital and the obligations it has to meet: payouts, reserves, taxes, liquidity dates.
• Two or three routes compared on the same date, currency and horizon, with the assumptions and sources beside every number.
• Stress cases that show where each route breaks, not only where it wins.
• A written memorandum ending in GO, NO-GO or WAIT, and what would change the answer.

A standing desk for a family or family office that takes several such decisions a year and wants them prepared the same way each time.

• Market and liquidity monitoring against the family's own mandate and limits.
• Preparation of each decision to the Capital Review standard.
• Control of execution after a decision: what was agreed, what happened, what changed.

Responsibility for one outcome on the client's side — a sale, a purchase, a lease or a restructuring — from the decision to the signed documents.

• Analysis and counterparty checks on the client's side only.
• Negotiation preparation and control of the timetable.
• Documents and closing through the client's lawyers and licensed partners.
• Any fee from a counterparty is disclosed to the client in writing before the deal, and only after anti-money-laundering checks.