From mandate to mispricing thesis.
A capital mandate becomes a market universe, an upside review, and a source-linked packet for the assets worth serious review.
- 01
Define the capital mandate.
Capital range, geography, asset type, hold period, return target, operating structure, and disqualifying risks.
- 02
Assemble the market universe.
Stores, listings, ownership records, transaction comps, route signals, equipment indicators, utility behavior, and location data are mapped to the mandate.
- 03
Evaluate price and upside.
Candidates are reviewed for pricing support, service-mix upside, capex exposure, lease risk, and location durability.
- 04
Deliver the evidence packet.
Each qualified opportunity includes ranking, signal rationale, pricing context, open diligence questions, and recommended next action.
Mandate pricing. No transaction spread.
For one acquisition or development target. Billed only when a mandate-fit opportunity is delivered with an evidence packet.
For roll-ups, market entries, multi-site acquisition programs, and operator-backed platforms. Pricing reflects geography, search depth, asset profile, and expected review volume.
No retainer. No data-room fee. No broker-side compensation. No carried interest.