Institutional

A fund at maturity, a portfolio no longer strategic, a repossessed property, holdings an institution has no reason to keep. The problem is not finding a buyer: it is finding one without the asset becoming public, without feeding price expectations, and without the process dragging on until it consumes the value it was meant to realise.

We work on the institutional owner's side with a fixed method. Analysis of the asset and preparation of the documentation, so that the data room is complete before anyone opens it. Anonymised presentation to a short list of selected counterparties, identity disclosed only on qualified interest and a signed confidentiality undertaking. Confidential competitive process or direct negotiation, depending on the asset. Coordination of the buyer's due diligence and assistance through to closing.

The perimeter is defined together: asset or shares, whole or in parts, with or without management. We say it first, in writing, and it does not change along the way.

The transactions we propose originate in our relationships with asset managers, banks, funds and institutions: assets entrusted to us before being offered, and often without ever being offered. For anyone seeking product, this is the only advantage that counts.

The work begins with a search mandate: investor profile, asset class, order of magnitude, geography, horizon. From there, targeted origination across our network, documentation of the opportunity, assistance in due diligence and negotiation through to closing. We cover hospitality, ecclesiastical estates, listed buildings for conversion, portfolios of property-backed loans, and the real estate component of vehicles and securitisations.

The first contact is always a conversation, not a data room. First we understand what you are looking for, then we show you what we have.