Identity
Who they are
We confirm the buyer, the individuals involved and who they act for, including any fund or parent behind them.
- Named decision-makers
- Ultimate owner
- Adviser relationships
Security and data rooms
The right information, at the right time.
Staged disclosure that keeps buyers engaged and your business protected.
Selling a company means sharing sensitive information with people who could one day compete with you. We release it in stages, only to vetted buyers, under NDA, so every step of disclosure earns the next one.
- Before any company is named
- NDA
- Before any company is named
- Every buyer screened first
- Vetted
- Every buyer screened first
- Information released step by step
- Staged
- Information released step by step
Disclosure ladder
Controlled
- Anonymous teaserNo names
- Buyer vetted and NDA signedGate 1
- Information memorandumGate 2
- Data room, core documentsAfter offer
- Clean team, sensitive dataFinal bidders
- Confirmatory diligenceExclusivity
Each level opens only when the buyer has earned it.
Why it matters
A leak can cost more than a low offer. Disclosure is part of the deal.
Customers, staff and competitors react to rumours. A well-run process protects the business you are selling while still giving serious buyers enough to make a strong, confident offer. Done well, careful disclosure raises price because buyers trust the information and the process.
- Your name stays private until a buyer is vetted and under NDA.
- Sensitive data is held back until final bidders are known.
- Every document and every viewer is tracked.
- Competitors see less, and later, than other buyers.
Disclosure timeline
Teaser, NDA, clean team, data room.
Four gates, each one releasing more detail to fewer, better-qualified buyers.
Discuss your process- 01
Anonymous teaser
Launch
A short, no-names summary of the opportunity. Enough for a buyer to decide whether to engage, nothing that identifies you.
OutputInterest without exposure
- 02
Vetting and NDA
Gate 1
We check who the buyer is, their mandate and their ability to complete before a confidentiality agreement is signed and the company is named.
OutputQualified, bound buyers
- 03
Data room access
After first offers
Core commercial, financial and legal documents are released in a controlled data room, with permissions set per buyer and per folder.
OutputInformed, comparable offers
- 04
Clean team
Final bidders
The most sensitive material, such as customer pricing or key contracts, goes only to a small group of named advisers or staff on the buyer side.
OutputConfirmatory diligence, protected
Buyer vetting
Who gets in, and why.
Before a buyer sees your name, we confirm they are real, serious and able to complete.
Intent
Why they are looking
We test the strategic reason for the approach, so you are not handing information to someone fishing for intelligence.
- Clear acquisition thesis
- Fit with their portfolio
- Competitor check
Capacity
Whether they can complete
We look for evidence of funding and a track record of closing, before deeper material is released.
- Source of funds
- Past transactions
- Approval process
Access controls
How the data room is run.
We set up and manage the data room on your behalf, and keep you in control of every release.
| Control | What it does |
|---|---|
| Per-buyer permissions | Each buyer sees only the folders released to them, at their stage. |
| View-only and watermarking | Sensitive files can be viewed but not downloaded, and are marked to the viewer. |
| Activity tracking | We see who opened what and when, which shows real engagement. |
| Staged release | Folders open in step with the process, never all at once. |
| Q&A routing | Buyer questions come through us, so your team is not contacted directly. |
| Instant revocation | Access can be withdrawn at any time if a buyer drops out. |
Specialist legal questions on confidentiality, competition or data protection are handled by licensed counsel.
Selling to a competitor
When the buyer is a rival.
Strategic buyers often pay the most, and also have the most to learn. A clean team makes both possible.
Open data room
Staged with a clean team
Customer data
Open data roomNamed customers and pricing visible early
Staged with a clean teamAggregated until final round, named data to clean team only
Who sees it
Open data roomAnyone on the deal team
Staged with a clean teamSmall, named group outside commercial roles
If the deal fails
Open data roomA competitor has your playbook
Staged with a clean teamSensitive detail never left the clean team
Price
Open data roomBuyer discounts for uncertainty
Staged with a clean teamBuyer confirms value and holds its price
Confidential by default
Discretion is built into every mandate.
From the first teaser to completion, information moves only when it should and only to the people who need it. That is how buyers stay confident and your business stays protected.
Every Acquiry mandate runs under strict NDA.
Questions
What founders and boards ask us.
Which data room provider do you use?
We choose the platform for each mandate based on its size and the buyers involved, and we set up and run it for you. What matters is the control over who sees what, and when, which we manage throughout.
When does a buyer learn our name?
Only after they have been vetted and have signed an NDA. Before that, they see an anonymous teaser.
What is a clean team?
A small, named group on the buyer side, usually advisers or staff outside commercial roles, who review the most sensitive information under extra confidentiality terms. It lets a competitor confirm value without seeing your playbook.
Can we withdraw access?
Yes. Access can be removed from any buyer at any time, and activity is logged throughout.
Do you give legal advice on confidentiality?
No. We run the process and the disclosure. Legal advice on NDAs, competition rules and data protection comes from licensed counsel, who we work alongside.
Discuss a confidential process
Tell us what needs protecting.
Share a little about the business and the process you have in mind. We will reply directly, usually the same working day.
- Strict NDA before we see any document.
- No upfront fee for the first conversation.
- No obligation to proceed.