Transaction Process

From First Contact to Successful Close

A disciplined, transparent workflow designed to maximize transaction value while maintaining confidentiality and execution certainty.

Our Six-Phase Methodology

Every transaction follows a structured process that balances speed with thorough analysis. While timelines vary based on complexity, our systematic approach ensures no critical details are overlooked.

01
Phase One

Initial Assessment & Engagement

Duration: 1-2 weeks

The engagement begins with a confidential consultation to understand your objectives, evaluate the asset or mandate, and determine strategic fit. We execute mutual non-disclosure agreements and establish clear expectations for the process ahead.

Key Activities:

  • Preliminary asset review and valuation discussion
  • Verification of ownership and authorization to transact
  • Execution of confidentiality agreements
  • Definition of transaction objectives and timeline
  • Engagement letter and fee structure agreement
  • Identification of required third-party advisors
02
Phase Two

Data Gathering & Market Analysis

Duration: 2-4 weeks

We conduct comprehensive due diligence on the asset and develop a detailed understanding of the competitive landscape. This phase establishes the foundation for effective buyer targeting and valuation positioning.

Key Activities:

  • Collection of technical reports, land titles, and production data
  • Review of existing contracts, royalty agreements, and encumbrances
  • Analysis of comparable transactions and market valuations
  • Assessment of regulatory compliance and permitting status
  • Identification of potential value drivers and risk factors
  • Development of preliminary marketing materials
03
Phase Three

Buyer Identification & Outreach

Duration: 2-3 weeks

Using our institutional network, we identify and approach pre-qualified buyers whose mandates align with the asset profile. All outreach is conducted under strict confidentiality with NDAs in place prior to any disclosure.

Key Activities:

  • Development of targeted buyer list based on strategic fit
  • Preparation of confidential information memorandum (CIM)
  • Execution of buyer NDAs and confidentiality protocols
  • Confidential outreach to qualified institutional buyers
  • Management of buyer inquiries and information requests
  • Coordination of preliminary buyer meetings and site visits
04
Phase Four

Negotiation & Term Sheet Development

Duration: 3-6 weeks

As buyer interest crystallizes, we facilitate negotiations and work toward a signed letter of intent (LOI) or term sheet that outlines the key commercial terms, due diligence requirements, and closing timeline.

Key Activities:

  • Solicitation and evaluation of preliminary indications of interest
  • Negotiation of price, structure, and key transaction terms
  • Coordination with legal counsel on LOI/term sheet drafting
  • Management of competitive tension to maximize valuation
  • Finalization and execution of binding or non-binding LOI
  • Establishment of exclusivity period and diligence timeline
05
Phase Five

Due Diligence & Documentation

Duration: 6-12 weeks

The buyer conducts confirmatory due diligence while transaction documentation is negotiated and finalized. We coordinate the diligence process and work to maintain transaction momentum toward closing.

Key Activities:

  • Construction and management of electronic data room
  • Coordination of technical, environmental, and legal diligence
  • Facilitation of site visits and management presentations
  • Negotiation of purchase and sale agreement (PSA)
  • Resolution of diligence findings and purchase price adjustments
  • Coordination with lenders, if transaction is leveraged
06
Phase Six

Closing & Post-Transaction Support

Duration: 2-4 weeks

The transaction culminates in the execution of definitive agreements, satisfaction of closing conditions, and transfer of ownership. We remain available to assist with post-closing matters as needed.

Key Activities:

  • Coordination of closing checklist and condition satisfaction
  • Management of regulatory approvals and third-party consents
  • Facilitation of title transfers and mineral rights assignments
  • Coordination of closing mechanics and funds transfer
  • Post-closing reconciliation and adjustment calculations
  • Support for transition planning and operational handover

Guiding Principles

Throughout every engagement, we adhere to core principles that ensure the integrity of our process and the protection of our clients' interests.

Absolute Confidentiality

We operate under strict NDA protocols at every stage. Asset details are never disclosed without explicit authorization, and we maintain complete separation between competing mandates to protect competitive positioning.

Transaction Discipline

Time kills deals. We maintain rigorous timelines, anticipate potential roadblocks, and drive processes forward with urgency while ensuring thorough analysis and proper documentation.

Transparent Communication

Clients receive regular updates on buyer feedback, negotiation status, and process milestones. We provide candid assessments of challenges and work collaboratively to develop solutions.

Strategic Alignment

We focus on identifying buyers whose mandates genuinely align with the asset profile, increasing the probability of successful closing and reducing time spent on unproductive negotiations.

Value Maximization

Through competitive tension, market knowledge, and skilled negotiation, we work to achieve optimal valuation while maintaining transaction certainty and execution probability.

Independent Advice

We coordinate with your legal, accounting, and technical advisors to ensure comprehensive professional guidance throughout the transaction lifecycle.

Engagement Structures

We tailor our fee structures to align with client objectives and transaction complexity, ensuring our interests are aligned with successful outcomes.

All fee structures are negotiable and documented in formal engagement agreements prior to commencement of services.

Ready to Begin?

Whether you're preparing to divest an asset or seeking acquisition opportunities, we invite you to discuss how our structured process can deliver results for your specific situation.

Initiate a Confidential Discussion