What We Do

Services

Two practices. Partner-delivered. No junior handoffs.

Practice One
01

Owner's Office

A virtual governance and advisory layer for midsize businesses. Simple rules, clean reporting, and disciplined deal vetting - so you stop firefighting and start governing. We do not manage investments or assets on a discretionary basis. We build the system that lets you govern them yourself.

Governance & Decision Rules

Owner's Operating Guide, decision authorities and approval limits, escalation triggers, and quarterly cadence with board minutes templates.

Investment Rules (IPS-lite)

Cash buffer rule, FX exposure bands, concentration limits by customer / supplier / currency, and a 12–24 month liquidity plan.

Reporting & Controls

Two-page monthly Owner Pack: cash runway, net debt, FX map, 8–12 KPIs, decision list. Entity map, risk dashboard, KYC/AML hygiene, and vendor fee reviews.

Deal Vetting

Quick Screen (48–72h): thesis, unit economics, top five risks, fit to rules. Light Diligence (1 week): market, comps, valuation band, IC memo, term-sheet commentary.

Outputs
  • Go / No-Go memo with hard recommendation
  • Valuation band and comparables
  • Term-sheet commentary with counsel

Succession & Continuity

Delegation and backup rules, emergency file, POA limits, next-generation development workshops, and philanthropy/CSR framework.

The Monthly Rhythm

By 7th
Client submits data for the monthly Owner Pack
10th - 30 min
Owner Pack review: KPIs, cash position, decision list
Ongoing
Deal Quick Screens as needed; exceptions require owner approval
Monthly
Decision list updated with owners and due dates
Practice Two
02

Financial Services

From investment business cases to M&A execution and management reporting - all delivered by the partner you hired, not a team of associates. Every engagement has a fixed-fee option and a defined deliverable from day one.

Corporate Finance & Business Cases

Investment business cases for greenfield, expansion, digital, and capex projects. Driver-based modelling, strategic options, and operational diagnostics.

Key Deliverables
  • Integrated model + assumptions book
  • Scenarios with IRR / NPV / ROIC and sensitivities
  • Board-ready deck and decision memo

Financial & Commercial Due Diligence

Buy-side and sell-side diligence: market sizing, revenue quality, unit economics, KPI normalisation, and vendor DD packs to pre-empt buyer questions.

Key Deliverables
  • R/A/G report with risks and mitigations
  • Compact diligence model and KPI pack
  • Q&A log, synergy estimate, risk register

M&A & Transaction Advisory

Deal screening, valuation ranges, bid support, SPA terms input, and post-merger integration planning. We stay through Day 1 and the 100-day execution.

Key Deliverables
  • Process plan and valuation materials
  • Integration blueprint and governance model
  • Benefits tracker and synergy baseline

Deal Advisory (Non-M&A)

Debt and equity raise preparation, refinancing reviews, capital structure optimisation, partner and JV structuring, and negotiation support.

Key Deliverables
  • IM / teaser and lender presentation
  • Integrated case model and covenant sensitivities
  • Negotiation issues list and action plan

Strategy & Growth

Corporate and business-unit strategy, market entry, GTM and pricing, customer and product portfolio decisions, transformation roadmaps and PMO.

Key Deliverables
  • Strategy deck, OKR tree, and roadmap
  • Pricing model and GTM plan
  • PMO pack with RAID and benefits tracker

Financial & Management Reporting

Board and management reporting design, IFRS-aligned management packs, KPI tree and cadence, rolling forecast setup, and close acceleration.

Key Deliverables
  • Report templates and BI/dashboard
  • Data dictionary and governance
  • Close calendar and responsibility matrix

"Most consultants give you a 50-page deck and leave you to make the hard choice. Narek doesn't do that. He stays until the decision is made."

- The experience we build every engagement around

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