Your mandates need more hands than your team has
Three pitches in the same week, an Information Memorandum due before the holidays, a data room to run. I reinforce your execution, white-label, with the reflexes of an investment bank, because that is where I come from.
What you are facing, when mandates arrive together
You are launching your boutique and cannot hire yet. Or your mandates come in waves and your team is sized for the average. In both cases, the work has to come out at the level of a bank, in your format, under your name.
White-label, in your templates
- Pitch and teaser - in two to three days, in your templates, with the comparables and a first reading of value.
- Information Memorandum and management presentation - market, business, customers, organisation, financials; every figure with its mechanism and its implication for the buyer.
- Valuation and model - multiples, transaction comparables, discounted cash flows, adjustments justified line by line.
- Data room and Q&A - the index, the documents, the log, answers checked before they leave.
- Process - process letter, buyer follow-up, letters of intent compared, through to closing.
Fixed fee, daily rate or share of the mandate
A fixed fee per deliverable, with a firm quote; a daily rate over the length of a mandate; or a share of the mandate’s fees on success, when that is your model. The mode is set in the quote, according to what your mandate provides for.
Auxine Partners, since its launch
Since January 2026, five mandates and nine pitches for Auxine Partners, a small-cap M&A boutique: Information Memorandums, valuations, data rooms, process letters. Before that: Edmond de Rothschild (sale of Groupe Malherbe to GEODIS), Stifel (take-private of Wedia by Cathay Capital), Intuitu Partners.
Three questions from M&A boutiques
Do you work white-label?
Yes: your templates, your branding, your name. I do not appear, unless you want me to.
How long for an Information Memorandum?
Two to three weeks from the company’s documents, iterations included; a pitch in two to three days. The timetable is set in the quote and kept as in a process.
How is confidentiality handled?
A systematic NDA; the handling of confidential data, including by AI tools, is defined by contract with each client, within the NDA.
A mandate that needs hands?
Describe the deliverable and the date: a firm quote within 24 hours.