Services
Two practices. Partner-delivered. No junior handoffs.
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.
- 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
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Not Sure Which
Service Fits?
One conversation. We'll tell you honestly if and how we can help.