Intermediaries & Advisors
A discreet, serious counterparty for advisors.
We work regularly with corporate advisors, brokers, lawyers, accountants, and family office consultants who represent founders considering capital, succession, or partial liquidity.
If you are working with a founder who might benefit from a confidential conversation with patient family office capital, we would welcome an introduction.
Who We Work Well With
Advisors who put the founder first.
Referral Process
A simple, respectful process for introductions.
Outline introduction
A short, anonymised summary of the business and the situation. No founder identity required at this stage.
Mutual fit signal
Within a few business days we confirm whether the opportunity is a fit and propose a confidential next step.
Considered engagement
If we engage, we do so seriously and in full coordination with the appointed advisor. We do not go around the advisor.
What We Look For
A short, consistent brief.
- Established businesses with turnover USD $500k–$25m
- Real customers, real revenue, capable people
- Founder-led or family-owned
- Cash-generative, with defensible market position
- United States, New Zealand, Australia, or selected Asia-Pacific
How We Treat Introductions
The standard we hold ourselves to.
Confidential by default. We do not share, signal, or trade on information received from an introducing advisor.
Decisive. We respond clearly within a few business days, including when we decline.
Respectful of relationships. We do not approach the founder or any party connected to the business outside the channel established by the advisor.