Where we can help
An owner wants an initial view on value or likely buyers.
Succession is becoming relevant, but a sale may still be years away.
A client has received an approach.
A transaction is developing and specialist sell-side support would help.
You want an M&A adviser involved without disturbing the wider client relationship.
Speak with CalderwoodHow we work with referrers
The client relationship remains yours.
We advise on the transaction. We do not use an introduction as a route into accounting, legal, banking or wealth work.
With the client’s consent, we keep the referring adviser informed and work alongside the existing team through the transaction.
Any commercial arrangement attached to an introduction is disclosed and agreed in writing.
Research
Useful before a mandate exists.
We publish short research notes on private-company transactions, buyer behaviour and succession.
They are designed to be useful in their own right – and worth passing to a client when the subject becomes relevant.