STRATEGIC ADVISORY & CONSULTING

Institutional-Grade Acquisition Advisory

Acquisition scouting, target identification, structured due diligence, deal structuring, and financial modelling.

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360°Due Diligence

200+CA Network

Target scouting & identification

Financial modelling & valuation

Deal structuring & negotiation

Board-ready PDF deliverable

360°Due diligence coverage

200+CA & specialist network

2–6 wksTypical turnaround

End-to-EndBrief to close support

What We Do

End-to-End Deal Advisory

Acquisition Scouting

We build a targeted long-list of acquisition and investment candidates that fit your strategic and financial criteria.

Target Identification & Outreach

A prioritised shortlist with a clear fit rationale, plus discreet outreach and first conversations on your behalf.

Rigorous Due Diligence

A structured review that stress-tests financials, operations, legal and commercial risk end-to-end.

Deal Structuring

Term-sheet support, deal structure, earn-outs and negotiation strategy aligned to your objectives.

Financial Modelling & Valuation

A full financial model with scenario analysis and a defensible, well-documented valuation view.

Board-Ready Deliverable

An institutional grade report and presentation you can take straight to your board or co-investors.

Why Neoma

What Makes Our Advisory Different

You are trusting us with a decision that can define your business. Here is why serious dealmakers bring us in.

Independent & Conflict-Free

We are not brokering the deal. Our only job is to give you an honest, defensible read on the opportunity — including the reasons to walk away.

Institutional Rigour

The same structured diligence and modelling discipline used by funds and corporate M&A teams, applied to every mandate regardless of size.

Specialist Network

Access to 200+ chartered accountants, legal and sector specialists we bring in on demand so the right expert reviews the right risk.

Strict Confidentiality

Every engagement runs under NDA. Data rooms, target names and your thesis stay private — outreach is discreet and always on your terms.

Decision-Ready Output

You receive a board-ready deliverable with a clear recommendation and valuation range, not a data dump you have to interpret yourself.

Aligned Engagement

Transparent, milestone-based scoping agreed upfront on the first call — no surprises, no open-ended retainers.

Our Methodology

What Our Due Diligence Covers

Every mandate runs through a rigorous, structured review - so nothing material is missed, and you get a defensible, board-ready view of the opportunity.

Corporate Structure

Financial Data

Financial Analysis

Product Review

Industry Benchmarking

Competitive Analysis

Risk Assessment

Valuation

Final Report

Client Presentation

Case Studies

How We Create Value on a Deal

The following are anonymised, illustrative examples that reflect the type of engagements we take on and the outcomes we work towards. Real client identities and deal specifics are kept strictly confidential.

Buy-Side Diligence

Manufacturing acquirer avoids an overvalued target

A mid-market industrial group was ready to sign on a bolt-on acquisition and asked us to validate the numbers before committing.

What we did

Our diligence review reconstructed three years of financials, benchmarked margins against listed peers and pressure-tested the seller’s growth model.

Outcome

We surfaced ~18% of revenue tied to a single expiring contract and a working-capital gap the model had ignored. The client renegotiated the price down and added an earn-out.

22%Price reduction

4 wksTurnaround

Target Scouting

Family office builds a curated acquisition pipeline

A single-family office wanted to deploy into founder-led consumer brands but had no structured pipeline or screening process.

What we did

We defined the mandate criteria, screened 140+ companies, and returned a ranked shortlist with fit rationale, then ran discreet first-contact outreach.

Outcome

Nine qualified conversations opened from the shortlist, two advanced to term-sheet stage, and the office closed its first platform investment within the year.

140+Screened

9Live conversations

Financial Modelling

SaaS founder gets an investor-ready valuation

A bootstrapped B2B software founder was raising a first institutional round and needed a defensible valuation and model to negotiate from.

What we did

We built a cohort-based revenue model with scenario analysis, cleaned up the unit economics, and prepared a valuation range with documented assumptions.

Outcome

The founder walked into the raise with a board-ready model and a valuation view that held up under investor scrutiny, closing at the upper end of the range.

3 scenariosModelled

Upper-rangeClose

Deal Structuring

Promoter exit restructured to protect value

A promoter selling a majority stake faced a rigid all-cash offer that carried unfavourable tax and control implications.

What we did

We modelled alternative structures — staged payout, earn-out and rollover equity — and supported negotiation on the term sheet alongside the client’s legal counsel.

Outcome

The final structure improved post-tax proceeds and let the promoter retain upside through a rollover, while giving the buyer the alignment they wanted.

3 structuresCompared

RolloverUpside retained

Risk Assessment

Co-investors walk away from a hidden liability

A group of angel co-investors asked for independent diligence on a fast-growing startup before a bridge round.

What we did

Our review cross-checked cap-table, contingent liabilities and related-party transactions against the data room and public filings.

Outcome

We flagged undisclosed litigation and a founder-related payable that materially changed the risk profile. The syndicate paused, renegotiated terms and protected its capital.

2 red flagsSurfaced

100%Capital protected

Sell-Side Readiness

Founder prepares a business for a clean exit

A profitable services business planned to go to market in 12 months but had messy books, informal contracts and no clear equity story.

What we did

We ran a sell-side readiness review, cleaned up the financials, documented recurring revenue and built a vendor-diligence pack and valuation narrative buyers could trust.

Outcome

The business went to market with a credible, defensible story and a data room that stood up to buyer scrutiny — reducing back-and-forth and supporting a stronger headline valuation.

12 moExit runway

Buyer-readyData room

How It Works

From Brief to Close

Share your brief

Tell us the target or thesis - sector, ticket size, objective and any constraints.

Screening & shortlist

We scout the market and return a prioritised shortlist with a fit rationale.

Deep due diligence

A structured review across financials, operations, legal and market.

Model & valuation

A full financial model with scenarios and a defensible valuation range.

Report & structuring

A client-ready report plus deal-structuring and negotiation support to term sheet.

Through to close

We stay on through signing and answer post-deal and integration questions.

In Their Words

What Clients Value in Working With Us

Representative feedback, anonymised to protect client confidentiality.

They found the one number that changed the whole deal. The diligence paid for itself many times over before we even signed.

Managing DirectorMid-Market Industrial Group

Independent, fast and genuinely rigorous. We finally had a pipeline we could act on instead of reacting to whatever landed on the desk.

PrincipalSingle-Family Office

The model and valuation gave us the confidence to hold our ground in the raise. Investor-grade work, delivered on time.

Founder & CEOB2B SaaS Company

Who It's For

Built for Serious Dealmakers

Promoters & Founders

Buy-side scouting, or a sell-side view of your own business before a transaction.

Corporate Acquirers

Target identification and institutional diligence for strategic acquisitions.

Family Offices

Independent diligence and valuation on direct and co-investment opportunities.

PE / VC & Investors

Outsourced deal diligence, financial models and risk assessment on the pipeline.

Questions

Frequently Asked Questions

What does Neoma's Strategic & Due Diligence advisory cover?

Acquisition scouting, target identification, structured due diligence, deal structuring and financial modelling - from the first screen through to a signed term sheet.

What does your due-diligence process cover?

A structured review covering corporate structure, financial data, financial analysis, product review, industry benchmarking, competitive analysis, risk assessment, valuation, a final report and a client presentation.

Are the case studies on this page real clients?

They are anonymised, illustrative examples that represent the type of engagements and outcomes we work towards. We keep all client identities and deal details strictly confidential.

How do you handle confidentiality?

Every engagement runs under NDA. Target names, data rooms, your investment thesis and any outreach we do on your behalf remain strictly private and are shared only with the specialists working on your mandate.

Who is this service for?

Promoters, acquirers, family offices and investors evaluating an acquisition, a strategic investment or a buy/sell mandate.

How long does a diligence engagement take?

Indicatively 2–6 weeks depending on the target’s size, data-room readiness and scope. We agree the exact timeline and scope on the first call.

What do I receive at the end?

A client-ready PDF deliverable with the full financial model, industry and competitive benchmarking, a clear risk assessment and a defensible valuation view with a recommendation.

Interested in Strategic Advisory?

Book a free advisory call to discuss your requirements with our team - in complete confidence.

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