Selected experience

The work behind
the perspective.

Ownership decisions, capital processes and opportunity development. Each contributes a different kind of experience to the mandate in front of us.

01 / Principal experience

Owners first.

Our M&A thesis

Personal and affiliated-company experience that shapes our judgment.

Alex Zastre · Business ownership

Building and selling
an operating business.

Alex’s ownership experience includes the sale of Thor’s Hammer, an outbound infrastructure business, with the financial-services activity retained.

The relevance: deciding what to sell, what to keep and how the retained business continues to operate.

Zastre Kent Wilson · Affiliated firm

Acquisition through
to ownership and exit.

Our affiliated buyout firm’s work includes acquiring, operating and selling marketing and digital-services businesses with principal capital.

The relevance: evaluating earnings, owner dependency, transition requirements and buyer funding from the perspective of the party taking the risk.

Andreas Vagelatos · Principal experience

Company building.
Strategic exits.

Andreas brings experience building and financing technology businesses, developing strategic relationships and navigating M&A as a principal.

The relevance: connecting product, commercial traction and the buyer’s strategic rationale to the decisions that shape an exit.

Meet Andreas

02 / Selected advisory work

Specific work.
Defined milestones.

Our private credit thesis

Selected examples are presented by sector to preserve client confidentiality.

Medical devices & biologics

Senior bridge financing.

Placement and debt advisory for an operating business bringing devices and biologics to market.

Milestone: senior bridge terms secured.

Healthcare technology

Capital for the next step.

Bridge financing advisory ahead of a larger capital event, with the near-term funding need considered within the broader strategy.

Milestone: pre-listing bridge executed.

Specialty finance

Funding a receivables platform.

Structured credit advisory around a receivables-backed facility and the underlying portfolio.

Milestone: facility terms delivered.

Digital health

Institutional relationships.

Investor development across equity and debt for a business preparing its first institutional capital process.

Work: investor coverage and continuing capital advisory.

Terms secured or delivered describe a financing process milestone; funding and client drawdowns are separate events. Examples reflect the team’s documented role and are not promises of future outcomes.

03 / Worked approaches

How the thinking
becomes a process.

Our business development approach

Examples drawn from proposal work. Each describes the proposed approach and its purpose.

Acquisition sourcing

Qualify before
the introduction.

For a healthcare acquisition strategy: map the target universe, approach owners discreetly, then assess willingness to transact, earnings quality and transferability.

The deliverable: a screened opportunity and a clear reason to pursue it.

Capital & communications

One coordinated
decision calendar.

For a listed industrial strategy: coordinate investor communications, financing readiness and counterparty discussions around management’s operating milestones.

The deliverable: a coherent plan connecting the business story, funding need and next decision.

Business development

Find the strategic
fit first.

For a software business considering strategic alternatives: map counterparties against product fit and commercial value, then define the most relevant route into each organisation.

The deliverable: a focused counterparty strategy with a rationale for every approach.

Your next decision

Let’s put experience
to work.

Start a confidential conversation