PARTNERSHIPS
Conversations that begin with clarity.
We welcome introductions from organisations whose needs or interests align with our registered activities. Three pathways describe the conversations we are open to.
01 / PATHWAYS
Three pathways for conversation.
Businesses seeking management consultancy
For companies looking to clarify strategy, strengthen organisation and controls, or improve performance management.
See this pathwayBBusiness owners discussing equity partnership
For owners of established businesses open to discussing a long-term equity partnership with the company.
See this pathwayCProfessional partners on specific work
For firms and specialists proposing to collaborate on defined work, including expertise outside our scope such as legal, tax or audit.
See this pathwayInitial discussions are exploratory and do not constitute an offer or commitment by either party.
02 / PATHWAY A
Businesses seeking management consultancy
For companies looking to clarify strategy, strengthen organisation and controls, or improve performance management.
Who it suits
- Owners, boards and management teams of operating businesses
- A management question that can be described and bounded
- Readiness to share information and make people available
What is proposed
- Work in one or more of the five areas: strategy, organisation, processes and control, indicators and reporting, implementation review
- Outputs agreed in writing for each engagement
Helpful to share
- The current situation and the issue to address
- The outcome you are seeking
- Preferred timeframe
- Who will be the responsible contact person
How the exchange progresses
- 01
Introduction
A short brief on the situation and the question.
- 02
Scoping conversation
Objectives, boundaries and information available.
- 03
Written scope
Deliverables, responsibilities, timetable, fees, confidentiality.
- 04
Signed agreement
Work starts once terms are signed.
Confidentiality
Describe the issue in general terms first. Internal documents are reviewed only within an agreed scope and under agreed confidentiality terms.
03 / PATHWAY B
Business owners discussing equity partnership
For owners of established businesses open to discussing a long-term equity partnership with the company.
Who it suits
- Owners or boards of operating businesses with accounts that can be reviewed
- Interest in a long-term shareholder rather than a short-term sale
- Willingness to agree governance and information rights in writing
What is proposed
- A discussion of possible participation — new shares or capital contribution, or acquisition of existing shares or contribution portions
- Funded only from the company's own capital, under an approved plan and due diligence
Helpful to share
- An overview of the business and its ownership
- Why a partner is being considered
- The form of participation in mind
- The person authorised to discuss on behalf of the owners
How the exchange progresses
- 01
Introduction
A non-confidential overview of the business.
- 02
Fit discussion
Criteria and expectations compared.
- 03
Confidentiality terms
Agreed before detailed information.
- 04
Review and approval
Due diligence, internal approval, written terms.
Confidentiality
Do not send financial statements, shareholder registers, contracts or price-sensitive information in a first introduction. These are discussed only after confidentiality terms are agreed.
04 / PATHWAY C
Professional partners on specific work
For firms and specialists proposing to collaborate on defined work, including expertise outside our scope such as legal, tax or audit.
Who it suits
- Firms and specialists with relevant qualifications or licences
- Expertise that complements management consultancy or holding work
- Collaboration defined work by work
What is proposed
- Coordination on defined pieces of work where each party acts within its own expertise and licences
- Roles, responsibilities and any referral arrangements set out in writing
Helpful to share
- Firm profile and relevant qualifications or licences
- The proposed collaboration
- How responsibilities would be divided
- Any potential conflict of interest to disclose
How the exchange progresses
- 01
Introduction
Profile and the proposed collaboration.
- 02
Exploratory discussion
Fit, roles and expectations clarified.
- 03
Disclosures
Interests and relationships disclosed.
- 04
Written terms
Signed for each piece of work.
Confidentiality
Do not share information about your own clients in an introduction. Client information is exchanged only with that client's authority and under agreed confidentiality terms.
05 / PREPARATION
What every introduction needs
Please do not include confidential or price-sensitive information in a first introduction. Where needed, confidentiality terms are agreed first.
The website has no upload function. Please do not send identity documents, bank details or personal financial information.
- Legal entityName, jurisdiction, registration number and main activities.
- PurposeWhat you would like to discuss and why now.
- Needs or interestsThe issue, opportunity or collaboration you have in mind.
- Indicative scopeExpected boundaries, timeframe and the parties involved.
- Contact personName, role and contact details of the responsible person.
06 / PROCESS
How a conversation progresses
- 01
Introduction
You share a brief setting out who you are and what you propose.
- 02
Initial review
The company considers fit with its activities and principles.
- 03
Exploratory discussion
Both sides clarify objectives, scope and expectations.
- 04
Confidentiality & information
Where needed, confidentiality terms precede detailed information.
- 05
Written agreement
Terms, responsibilities and deliverables are set out and signed.
No engagement, partnership or transaction is binding until set out in a written agreement signed by authorised representatives.
Ready to introduce your organisation?
The introduction tool helps you structure a brief that you can copy or download. It does not send a message or store your information.