Good Management

  The Problem
  The Solution
  Our Role
  The Benefits
  Which Transactions?
  Not Just Transactions!
  IT tools

  Initial Review
  Preparation of Detailed Project Plan
  Ongoing Project Management
  Ongoing Support
  Time Based Fees




Corporate Transaction Management & Support: Services and Fees

Initial review

Inputs: Scoping discussions with Management and primary advisers: Merchant Bank / Sponsor, Lawyers, Reporting Accountants / Auditors, Financial PR etc

Outputs: Summary of major tasks and outline project plan

Elapsed time required: ~2 weeks

Fee: Fixed and agreed in advance


Preparation of detailed Project Plan

Inputs: in-depth discussions with management and advisers

Outputs: detailed Project Plan in MS Project showing:

  • Breakdown of major tasks
  • Time line
  • Critical Path

Elapsed time required: ~2 weeks

Fee: Fixed and agreed in advance


Ongoing Project Management

Inputs: regular (at least weekly) all party meetings, ad hoc meetings with individual advisers to resolve particular technical issues

Outputs: updated project plan, minutes showing action points arising

Time required: Transaction Manager 1-2 days / week
  Transaction Analyst ~2days / week

Fee: Time based


Ongoing support

Outputs: Document preparation, Facilities negotiation, Accounts preparation, Financial modelling, due diligence co-ordination, verification, logistic and administrative support, post-transaction support, etc. etc..

Fee: Time based


Time based fees

All staff are interims and are supplied complete with laptop and mobile phone. Costs vary according to the level of skill and experience of the individual.