Strategic Counsel for the Owner’s Side of the Table

Unconflicted, high-stakes advice on exits, liquidity events and complex investments - delivered through a Private Advisory model.

Unconflicted advocacy, strategic perspective

We bring battle-tested experience from over 1,000 complex deals directly into the owner’s inner circle. We integrate deeply into the home team and sit exclusively on the owner’s side of the board. From this vantage point, we map the variables, anticipate next moves and orchestrate advisers to achieve decisive, asymmetric advantages for you and your business.

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We’re always open to a confidential, exploratory discussion to see if there is a fit. No obligations, just a direct conversation.

You were instrumental…remarkable expertise and efficiency
— Mark Wagstaffe, CFO, Key West Holdings Group

Expertise


Exits & Liquidity Events

Interlocutor: For owner groups and founders navigating a sale, MBO, listing or other liquidity event, we draw on our experience of over 1,000 transactions, acting as the central point of synthesis between you and your advisory machine.

Value Optimisation: During the transactional process, we manage market perception while strategically mitigating risk and provide the strategic challenge to ensure you don’t leave your legacy or money on the table. We ensure the deal serves your interests, not just the transaction's momentum - or the interests of others.

Unconflicted Advocacy: For owners and decision-makers, the challenge is rarely a lack of technical advice, but a lack of strategic alignment. We provide the unconflicted advocacy required to work in tandem with your professional advisers to align their technical output with your personal and financial objectives. We ensure the transaction serves your objectives, free from the institutional conflicts of traditional firms.

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Investment Oversight & Family Office

Institutional-Grade Rigour for Private Capital. Serving as an independent sounding board for family offices and private investors. Drawing on our vast experience advising family offices and HNW individuals, we provide the panoramic perspective that specialists often miss.

Strategic Due Diligence: We bring transactional rigour to the strategic evaluation of new direct investments and the management of existing portfolios.

High-Stakes Interventions: Whether it’s acquiring a household-name asset from a Sovereign Wealth fund or managing a $2bn merger between competitors, we act as your "eyes and ears" across the whole board.

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Strategy & Owner Alignment

From Operator to Strategic Chair. For the over-extended owner unable to plan forwards or develop new strategies, we help them escape the day-to-day operational drag, to clarify and prioritise their true objectives and ultimately develop a rounded strategy that dovetails with them.

Strategic Logic: We ensure technical advice - whether structural, legal or tax-driven - serves your commercial interests and that the tax tail never wags the strategic dog.

Exit-Readiness: We identify and resolve stakeholder friction early, ensuring that when the time comes to sell or divest, you’re in a position of maximum strength and absolute clarity.

Applied corporate strategy and non-executive leadership: We translate complex professional advice into practical, executive-level solutions, ensuring long-term alignment with your personal plans and business strategy.

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All our mandates are led by Phil Riman, drawing on expertise from the STOX advisory network of academics, professionals and business-leaders.

Your guidance and insight enabled us to navigate around what appeared to be immovable blocks