01DISCOVERY
Understand the objective.
Define what the client is trying to buy, sell or structure, and identify the constraints that matter before outreach begins.
- Clarify
- Objective, scope, timing and commercial priorities
- Output
- A mandate brief with a defined path forward
02SOURCING & VETTING
Identify the counterparty.
Search for the right commercial fit and assess the available context before making or advancing an introduction.
- Clarify
- Who is relevant, credible and commercially aligned
- Output
- A qualified opportunity worth discussing
03NEGOTIATION & STRUCTURING
Align the commercial position.
Move from interest to a structured discussion of terms, responsibilities, timing and expectations.
- Clarify
- What each side is prepared to commit to
- Output
- A defined commercial framework
04DOCUMENTATION & COORDINATION
Organize the requirements.
Coordinate the information, documents and specialist touchpoints needed to support the agreed path.
- Clarify
- What is needed, by whom and at what stage
- Output
- A coordinated documentation sequence
05FOLLOW-THROUGH
Stay with the transaction.
Maintain communication and alignment beyond the introduction, through the completion of the agreed commercial process.
- Clarify
- Status, next actions and unresolved points
- Output
- Continuity from agreement to completion