Independent M&A, Transformation, And Strategic Finance Professionals - On Demand

We are supporting a private equity sponsor in sourcing an Associate-level strategy resource to develop executive-grade presentations for a range of portfolio companies. The role centers on iterative collaboration with the sponsor team to shape strategic narratives, structure data-driven arguments, and translate them into polished PowerPoint decks for delivery to portfolio company management. This is a flexible, remote engagement designed for someone who can move quickly between sparring on ideas, conducting underlying analysis, and producing client-ready output with minimal supervision. Responsibilities: / Partner with the sponsor team to develop and refine strategic hypotheses across a rotating set of portfolio company topics / Translate ambiguous prompts into clear problem statements, structured frameworks, and pyramid-style argument flows / Build, source, and synthesize the supporting data, market evidence, and benchmarks needed to back each recommendation / Produce executive-grade PowerPoint presentations from a blank page through to final, with high standards on logic, design consistency, and quantitative rigor / Iterate quickly on drafts based on sponsor and portfolio company feedback, balancing speed of turnaround with analytical depth / Tailor narrative, tone, and depth of detail to portfolio company management audiences across different sectors and maturity levels / Support adjacent analytical tasks where required, such as light financial modeling, market sizing, competitor benchmarking, or KPI scorecards / Maintain version control, source documentation, and a clean output trail across multiple parallel workstreams Requirements: / Possess 3–6 years of professional experience, with at least 2 years in a top-tier strategy consulting, transaction advisory, or PE/VC environment / Demonstrate exceptional PowerPoint craftsmanship, including slide structuring, visualisation choices, and narrative flow at executive level / Show strong structured-thinking ability, with a track record of breaking ambiguous problems into MECE components and pyramid-principle arguments / Exhibit fluency in working with quantitative data — comfortable manipulating Excel, sourcing third-party data, and translating numbers into a clear story / Demonstrate proven autonomy — capable of taking a loose prompt and returning a near-final deliverable without heavy oversight / Show strong written and spoken English fluency suitable for direct interaction with sponsor professionals and portfolio company leadership / Possess a stable, reliable remote working setup compatible with sponsor-side cadence and turnaround expectations Nice to Have: / Prior exposure to PE-backed portfolio company environments, value creation plans, or operating partner team workflows / Experience working across multiple sectors rather than a single industry vertical / Familiarity with common PE diagnostic frameworks (commercial DD, growth strategy, pricing, cost-out, organisational design) / Working knowledge of supporting tools such as Think-Cell, ChartMogul, Tableau, or AI-assisted research and drafting tools / Track record of delivering recurring sparring-partner relationships rather than purely one-off project work Scope of Work: / Iterative, on-demand engagement covering multiple portfolio companies in parallel rather than a single fixed mandate / Each workstream typically includes hypothesis sparring, supporting analysis, slide build, and one or more rounds of refinement / Deliverables are PowerPoint decks intended for portfolio company management audiences, with supporting working files where relevant / Engagement managed remotely via written briefs and video calls, with no on-site presence assumed / Volume and cadence to be calibrated based on initial workstreams; suited to a flexible daily-rate arrangement

We are supporting a specialist M&A advisory firm in building out its natural resources vertical, with a live mandate already in motion. The engagement requires a seasoned sell-side professional capable of executing a valuation exercise across a large asset portfolio, followed by monetization structuring that may include capital raising and selldown advisory. The client is seeking a freelance associate-level contributor who can operate independently and deliver institutional-quality output on a flexible, on-demand basis. Given the remote nature of the engagement, proven self-sufficiency and seniority of execution are essential. Responsibilities: / Conduct detailed financial modelling and valuation analysis across a diversified natural resources asset portfolio, applying sector-appropriate methodologies (DCF, NAV, comparable transactions, trading comps) / Support the structuring of monetization strategies for the portfolio, including options assessment across finance raising, partial selldowns, and other disposition structures / Prepare and maintain pitch materials, information memoranda, and client-ready presentation decks in support of active mandates / Conduct sector-specific research and analysis covering mining, metals, and energy markets, including commodity price dynamics, supply/demand drivers, and peer benchmarking / Assist in the execution of live advisory mandates, including coordination of data, preparation of transaction materials, and synthesis of findings for senior review / Provide ad hoc analytical and research support as the natural resources vertical scales and additional mandates are onboarded Requirements: / Demonstrate 5–6 years of hands-on experience in sell-side investment banking, with a track record of executing transactions and delivering advisory assignments independently / Possess strong financial modelling capabilities built from scratch — including DCF, NAV, LBO, and comps — with evidence of applying these to real mandates in a transaction context / Show direct exposure to mining, metals, energy, or broader natural resources sectors, including familiarity with sector-specific valuation frameworks and project finance concepts / Exhibit the professional maturity to operate effectively in a remote, freelance capacity without day-to-day supervision from a senior principal / Demonstrate experience producing institutional-quality pitch materials, IMs, and advisory deliverables to sell-side standards / Possess fluency in English sufficient for client-facing written and verbal communication Nice to Have: / Prior experience advising on asset-level transactions or portfolio monetization structures within natural resources / Exposure to capital markets transactions (equity or debt) in the mining, metals, or energy space, including placements, rights issues, or structured finance / Familiarity with Australian, Asian, or African natural resources markets given the client's geographic footprint / Experience working across time zones in a distributed or remote advisory team Scope of Work: / Execute an initial valuation assignment covering a large natural resources asset portfolio, delivering a structured analysis suitable for client presentation / Support monetization strategy development, including framing of options across finance raising and selldown structures / Contribute to pitch preparation and mandate execution materials for the natural resources vertical / Operate on a fully flexible, on-demand basis — no minimum hour commitment; billing on a timesheet basis with bi-weekly invoicing cycles / Engagement subject to NDA and non-compete upon confirmation of the assignment

We are supporting a technology operator in the sell-side disposal of a production-ready, pre-revenue interactive livestreaming SaaS platform. The asset comprises a creator-facing studio product, an embeddable player, an integrated Stripe Connect billing layer, and a LiveKit-based real-time infrastructure deployed on AWS — but has not yet generated meaningful commercial traction. The advisor will own end-to-end transaction execution: shaping the equity story for a pre-revenue tech asset, identifying and approaching the right strategic acquirers or partners, running a disciplined process, and driving the deal to close within a compressed 3–6 month window. Compensation is structured as a meaningful upfront retainer plus a generous success fee in the 15–20% range. Responsibilities: / Develop a compelling sell-side narrative and equity story that positions a pre-revenue technology asset on the basis of its IP, infrastructure, productisation, and strategic optionality rather than financial performance. / Build and prioritise a tailored buyer universe across strategic acquirers in livestreaming, video infrastructure, creator-economy platforms, B2B SaaS, and adjacent verticals where the technology stack is accretive. / Prepare all transaction marketing materials, including teaser, IM/CIM, management presentation, and supporting technical/architecture appendices. / Run a structured outreach and engagement process — managing NDAs, first-round indications, management meetings, and bid coordination. / Set up, populate, and manage the virtual data room across legal, technical, IP, commercial, and corporate workstreams. / Lead negotiation of LOIs, term sheets, and the final SPA / asset purchase agreement, coordinating with legal counsel and tax advisors. / Manage buyer-side diligence end-to-end, including technical and IP-focused workstreams that are atypical for traditional sell-side mandates. / Drive the process to close, including signing, closing mechanics, and any earn-out or contingent consideration structuring. Requirements: / Possess a demonstrable track record of executing sell-side M&A or asset sales in the technology, SaaS, or digital media sectors, ideally including pre-revenue or capability-driven transactions. / Demonstrate a tested buyer network across strategic acquirers in streaming, creator economy, video infrastructure, B2B SaaS, and adjacent technology verticals. / Show fluency in framing valuation for pre-revenue or sub-scale assets — including IP value, technology replacement cost, team value, and strategic synergy storylines. / Exhibit hands-on process leadership, with the seniority and credibility to engage directly with founders, CEOs, corp dev leads, and strategic acquirers as the lead deal partner. / Possess working knowledge of modern SaaS architecture and infrastructure components (real-time video / WebRTC, embeddable web players, payment-platform integrations, cloud-native deployments) sufficient to credibly position the asset to technical buyers. / Demonstrate immediate availability and the bandwidth to drive a transaction to close within 3–6 months. Nice to Have: / Prior tenure at a technology-focused M&A boutique with a strong sell-side practice. / Personal relationships with corp dev teams at major streaming, video, or creator-economy platforms. / Experience structuring acqui-hire or asset-purchase transactions where consideration is heavily weighted toward equity, earn-outs, or retention packages. / Familiarity with LiveKit, WebRTC infrastructure, or real-time video tooling at a technical level. / Prior advisor-side experience working on founder-led sale processes with concentrated decision-making. Scope of Work: / Pre-launch phase: equity story development, buyer mapping, marketing materials, data room build-out (weeks 1–3). / Outreach and first-round phase: targeted approach to strategic acquirers, NDA management, teaser distribution, IOI collection (weeks 3–8). / Management meetings and second-round phase: coordinating diligence, managing buyer questions, refining bids (weeks 8–14). / LOI/SPA negotiation and close: term sheet negotiation, exclusivity, confirmatory diligence, signing, closing (weeks 14–24). / Ongoing reporting and process governance with the founding team throughout the engagement.

We are supporting a PE-backed property services platform in executing the origination phase of its buy-and-build strategy across Spain. The mandate is to identify, qualify, and prioritise acquisition targets across facilities management (FM), property management, cleaning, maintenance, and technical services, and to support initial outreach to founders and management teams of shortlisted businesses. The engagement also requires ongoing market intelligence on competitive dynamics and M&A activity in the Spanish property services sector. The role sits at the intersection of M&A origination and sector mapping, requiring a candidate fluent in both English and Spanish who can operate independently with founder-level counterparts. Responsibilities: / Build a structured longlist of acquisition targets in the Spanish property services sector, covering FM, property management, cleaning, maintenance, and technical services / Qualify and prioritise targets against the platform's stated acquisition criteria, including financial profile, geographic footprint, service mix, and strategic fit / Support outreach and first-contact conversations with shortlisted founders and management teams of target businesses / Provide ongoing market intelligence on the Spanish property services competitive landscape, including transaction activity, valuation benchmarks, and sponsor activity / Maintain a clean, well-documented target database with ownership status, financial indicators, and engagement history / Coordinate with internal investment and corporate development resources to align outreach with platform priorities / Synthesise findings into structured briefing materials for the platform's leadership and sponsor stakeholders / Iterate on target selection criteria based on early market feedback and management team responses Requirements: / Possess full professional fluency in both Spanish and English, with the ability to operate confidently with Spanish-speaking founders and Anglophone sponsor stakeholders / Demonstrate prior experience in M&A origination, target sourcing, or buy-side advisory at a PE platform, investment bank, corporate development team, or transaction advisory firm / Show proven track record of building structured target longlists in fragmented, owner-managed markets — ideally including direct outreach to founders / Exhibit strong understanding of mid-market deal dynamics, with the maturity to engage directly with founders and CEOs as a credible counterpart / Demonstrate analytical rigour in qualifying targets against acquisition criteria, including familiarity with financial diligence indicators and strategic-fit assessment / Possess working knowledge of the Spanish business landscape and the cultural fluency required to build trust with founder-led businesses Nice to Have: / Prior sector exposure to property services, facilities management, building services, or other fragmented service-sector roll-ups / Direct experience supporting a PE-backed buy-and-build programme through multiple bolt-on acquisitions / Existing network of founders, advisors, or intermediaries active in the Spanish mid-market services sector / Familiarity with CRM and target-tracking tools used in M&A pipeline management / Prior experience working alongside PE sponsors as an external consultant or fractional resource Scope of Work: / Deliver a structured, qualified longlist of Spanish property services acquisition targets, segmented by sub-sector and prioritised against acquisition criteria / Provide a target dossier for each shortlisted business, summarising financial indicators, ownership structure, and strategic fit / Support the platform in initiating first-contact conversations with founders and management teams of shortlisted targets / Produce a periodic market intelligence brief on Spanish property services M&A activity and competitive dynamics / Maintain ongoing dialogue with the platform's investment and corporate development resources throughout the engagement

We are supporting a boutique corporate advisory firm in identifying an Associate-level professional to support a strategic review of divestment options for one of its end clients — an ASX-listed natural resources business. The engagement is structured as a part-time advisory contract of at least one month at approximately 20 hours per week, with potential to extend if the strategic review evolves into live transaction execution. The role is fully remote and best suited to a sell-side or transaction services Associate with direct exposure to resources-sector M&A and the maturity to produce board-ready outputs alongside senior advisors. Responsibilities: / Support the end-to-end strategic review of divestment options across the end client's asset portfolio, framing trade sale, carve-out, demerger, joint-venture, and hold scenarios. / Build and maintain valuation models for divestment candidates, including DCF, comparable company, precedent transaction, and resource-specific NAV analyses. / Draft strategic options papers articulating trade-offs across value, executability, timing, and stakeholder impact. / Conduct preliminary diligence on indicative counterparties, transaction perimeters, and likely structuring considerations. / Prepare board-quality materials including option memoranda, valuation summaries, and risk assessments. / Synthesize sector M&A activity, commodity dynamics, and ASX precedent transactions into the strategic narrative. / Partner closely with senior advisory leadership to ensure analysis aligns with the end client's strategic priorities and disclosure considerations. / Maintain a structured working-file environment to enable seamless handoff if the engagement transitions into formal execution. Requirements: / Possess 3–6 years of experience in investment banking, transaction services, corporate development, or advisory consulting with a strong M&A orientation. / Demonstrate proficiency in core valuation methodologies, including DCF, comparable companies, precedent transactions, and resource-specific NAV. / Show direct exposure to the natural resources, mining, metals, or energy sectors through prior mandates or in-house roles. / Exhibit familiarity with ASX-listed companies and the disclosure considerations relevant to listed-company divestments. / Demonstrate the maturity to operate independently in a part-time engagement model with limited supervisory overhead. / Show fluency in producing board- and IC-ready materials under tight timelines. Nice to Have: / Prior experience advising or working on divestment / strategic review mandates rather than purely buy-side processes. / Direct experience at an Australian advisory firm or in-house at an ASX-listed resources company. / Familiarity with commodity-specific valuation frameworks (e.g., reserve-based modelling, type-curve economics, byproduct credits). / Prior interim, freelance, or project-based experience with senior advisors or boutique corporate finance houses. / Exposure to cross-border resources transactions involving Australian and international counterparties. Scope of Work: / Deliver a structured strategic review of divestment options over an initial one-month engagement at ~20 hours per week. / Produce option-by-option valuation outputs, structured comparison frameworks, and counterparty assessments. / Generate board-quality materials and synthesized recommendations aligned with senior advisor direction. / Provide handoff-ready documentation enabling continuity if the mandate transitions into a live divestment process. / Engagement may extend beyond the initial month if scope evolves into execution.

A private European banking software provider is seeking a senior freelance strategy consultant to support the General Manager of a digital engagement business unit on refining its business plan. The engagement centers on strategic positioning, growth assumptions, value creation opportunities, and development of board-ready materials. The ideal profile combines top-tier strategy training, strong financial services technology or SaaS exposure, and the ability to work autonomously in a light-touch senior advisory capacity. Responsibilities: - Structure and challenge the business unit’s overall business plan and strategic logic - Refine the strategic narrative covering market positioning, differentiation, and growth levers - Support market sizing, assumption setting, and assessment of key business drivers - Analyze current performance and identify value creation opportunities - Contribute to financial model structuring through assumptions and driver logic rather than detailed model building - Prepare clear, concise, board-ready materials and executive storyline - Act as a thought partner to the General Manager and coordinate selectively with internal stakeholders for data collection Requirements: - Former consultant from a top-tier strategy firm or a highly comparable strategy advisory background - Strong experience in digital banking, financial services technology, SaaS, or enterprise software - Track record of structuring business plans, growth strategies, or executive decision materials - Able to operate at both strategic and analytical levels with minimal supervision - Excellent communication, synthesis, and presentation skills in English - Available to work remotely within European time zones Nice to have: - Direct experience supporting a business unit leader or GM on strategic planning - Prior exposure to AI-driven product positioning or digital engagement platforms - Comfort with translating commercial and financial assumptions into executive narratives - Experience in both consulting and software operating environments Scope of Work: - Business plan review and strategic structuring - Market and competitive positioning analysis - Growth driver and value creation assessment - Assumption framework for financial trajectory - Executive summary and storyline development - Consulting-grade slide production

We are supporting a high-intensity energy investment project managed by a London-based sponsor backed/private equity, in exclusive negotiations to acquire a minority stake in a thermal power station. The role involves working directly with senior executives on financial modelling, comprehensive due diligence across financial, tax, and commercial areas, SPA support, and post-closing activities. Responsibilities: - Develop and maintain detailed financial models to accurately value the thermal power station acquisition opportunity. - Conduct rigorous financial, tax, and commercial due diligence to identify risks and validate transaction fundamentals. - Coordinate the drafting and negotiation of sales and purchase agreements in close collaboration with senior executives. - Support post-closing integration efforts to ensure operational continuity and realization of strategic objectives. - Communicate effectively with internal and external stakeholders to ensure alignment throughout the transaction process. Requirements: - Demonstrated expertise in financial modelling and valuation within the energy sector, specifically for thermal power projects. - Proven experience in conducting comprehensive due diligence and supporting SPA negotiations at an associate or junior VP level. - Strong analytical skills with a track record of working directly with senior team members on high-stake transactions. Nice to have: - Previous involvement in similar energy sector transactions, particularly in thermal power station acquisitions. - Additional experience in project management and post-closing integration to support operational execution. - London-based

We're refining an excel model for a AI-native healthcare platform that's reimagining how care gets delivered, and we need a sharp financial analyst to help us tell that story to investors. You'll be the right hand to our founding team during an active invetment—building the financial models that prove our unit economics, crafting the pitch decks that close meetings, and managing the day-to-day execution of our deal process. This isn't just spreadsheet work: you'll shape how top-tier VCs understand our market opportunity, run the analyses that inform our strategy, and own the entire investor materials workstream from data room to final pitch. If you've ever wanted to be in the room where it happens at a breakthrough healthcare company, this is it. We're looking for someone with 3+ years in investment banking, VC, PE, or consulting who can build sophisticated models from scratch, design beautiful decks, and move fast without breaking things. You should know venture mechanics cold, thrive under deadline pressure, and ideally have some exposure to healthcare or AI businesses. Bonus points if you've supported live fundraises before and understand what investors actually care about. If you're the person who gets energized by high-stakes work, loves turning complex businesses into compelling narratives, and wants to help build the future of healthcare—let's talk. Engagement: Contract Hours: ~[10-40] hours/week (we are on PT time) Compensation: $[50-300]/hour (depending on experience) Position Overview We are seeking a highly capable financial analyst freelancer to support active venture fundraising and investment processes. This role will focus on financial modeling, investment analysis, and investor-facing analytical work in close collaboration with senior team members. Responsibilities Build, update, and maintain financial models (company operating models, investment return scenarios, etc.) Prepare tables, charts, and analysis for investor decks and marketing materials Assist with diligence-related analysis (financial, market, unit economics) Run sensitivity and scenario analyses on key assumptions to understand range of outcomes Maintain a high technical bar while moving quickly in deadline-driven environments Be highly AI proficient and leverage best-in-class tools in a bleeding-edge way to increase speed, rigor, and output quality Qualifications 3+ years experience in financial analysis, investment banking, private equity, venture capital, or consulting Advanced Excel and PowerPoint skills (ability to build financial models from scratch) Strong understanding of venture fund mechanics and return modeling Clear written and verbal communication Detail-oriented, reliable, and responsive Nice to Have Prior VC or growth equity fund experience Experience supporting live fundraising processes

We are supporting a corporate M&A team in its evaluation and execution of a potential acquisition of a European healthtech asset currently running through a competitive sell-side process. The engagement provides senior buy-side execution support at Manager/VP level to complement the in-house corporate M&A function during a live deal. The target operates in the software/SaaS healthtech space, and the role demands an operator who can independently drive diligence workstreams, valuation, and bid preparation against an external process timeline. Responsibilities: / Lead buy-side due diligence workstreams, including commercial, financial, and operational review of the target / Build and refine valuation models, including DCF, trading and transaction comparables, LBO sensitivity, and accretion/dilution analysis / Coordinate external advisors (financial, legal, tax, commercial DD) and manage deliverable timelines against the sell-side process calendar / Prepare investment committee and board materials, including IOI, LOI, and final bid submissions / Review and synthesize VDR content, flagging risks, upside drivers, and diligence gaps for corporate M&A leadership / Support negotiation strategy and SPA/TSA workstream inputs, including key commercial terms and closing mechanics / Interface directly with the sell-side advisor on process logistics, Q&A, and management presentations / Produce sector and competitive landscape intelligence to support the strategic rationale Requirements: / Possess 7-12+ years of M&A execution experience at a bulge bracket, elite boutique, mid-cap advisory, Big Four corporate finance practice, or a combination thereof, with demonstrated progression to Manager/VP level / Demonstrate prior exposure to software, SaaS, or healthtech transactions, ideally with buy-side execution experience / Show the ability to run workstreams independently in live, time-pressured, competitive deal environments / Exhibit strong financial modeling capability across LBO, merger models, DCF, and scenario/sensitivity analysis / Possess experience managing external advisors and coordinating multi-workstream due diligence / Demonstrate full professional fluency in English for deal documentation and advisor interaction Nice to Have: / German fluency for seamless interaction with the internal corporate M&A team / Prior in-house corporate development experience alongside a banking/advisory background / Direct experience as a buy-side bidder in competitive sell-side processes / Familiarity with healthcare/medtech transaction specifics (data protection, reimbursement, regulatory considerations) / Exposure to cross-border European transactions Scope of Work: / Provide senior buy-side execution support throughout the active sell-side process window / Deliver due diligence synthesis, valuation output, and bid-ready materials to the corporate M&A team / Participate in advisor calls and management meetings as required / Estimated engagement duration aligned with the sell-side process timeline (typically 2-4 months) / Remote working model with availability across European business hours

We are supporting an Iberian private equity firm in the preliminary due diligence phase of a relevant minority investment in a specialized third-party logistics operator serving fashion, beauty, and lifestyle retail, with operations across Spain, Latin America, and Asia. The target exceeds €100M in revenue with a compound annual growth rate above 20% over the last four years, but carries meaningful anchor-client concentration with a global fashion retailer where recent contractual losses have surfaced across certain brands within the group. The engagement is a two-week Red Flag commercial and market due diligence designed to independently pressure-test the investment thesis — anchor-client resilience, new-business pipeline credibility, expansion into beauty and lifestyle verticals, sustainability of competitive positioning, and Latin American geographic expansion — against the plan to reach approximately €200M in revenue by 2030. Responsibilities: / Size and validate the addressable market for specialized retail logistics in fashion, beauty, and lifestyle across Iberia and Latin America, including e-commerce penetration trends and specialized-logistics demand vectors / Assess anchor-client relationship resilience, quantifying revenue genuinely at risk and the probability of further contract losses, recovery, or substitution over the plan horizon / Evaluate the credibility of the new-customer pipeline by reviewing pipeline composition, historical conversion rates, typical sales-cycle length, and the commercial organisation's relationship network and win track record / Assess realistic market accessibility in beauty and lifestyle verticals relative to incumbent specialists, covering client requirements, barriers to entry, and vertical margin profile / Evaluate the sustainability of competitive advantage against large generalist logistics operators, testing contractual, technological, and reputational moats at the segment level / Assess the viability of Latin American geographic expansion, covering local margin profiles, competitive intensity, regulatory and FX risk, and model replicability / Design and execute a primary-research programme covering target commercial and business-development leadership, current and prospective customers (subject to NDA), and sector experts in retail logistics, beauty logistics, and LatAm logistics markets / Review business plan, commercial pipeline, won/lost contract history, and existing market studies / Build quantified growth scenarios and produce a prioritised commercial risk register / Deliver a final Spanish-language report (≤25 pages) addressing the six key thesis questions and host a closing session with the investment team Requirements: / Possess a demonstrable track record of leading commercial and market due diligence engagements for PE sponsors on mid-market European targets / Demonstrate accredited sector experience in third-party logistics, contract logistics, or specialised retail logistics — ideally serving fashion, beauty, or e-commerce operators / Show proven capability in primary research with enterprise customers, competitors, and sector experts, including interview design, execution, and synthesis / Exhibit market-sizing and scenario-modelling fluency, with the ability to independently pressure-test management business plans / Spanish fluency at native or full professional level — the final deliverable and stakeholder communication are in Spanish / Professional working English for cross-border interviews, given the target's LatAm and Asian operations and global anchor client / Deliver a ≤25-page Spanish-language report and closing presentation within a two-week window from kick-off / Provide references covering at least two comparable engagements over the last three years Nice to Have: / Prior commercial DD engagements on logistics, supply chain, or B2B services businesses with meaningful Latin American exposure / Direct experience assessing anchor-client concentration risk in B2B services contexts / Established expert network across fashion, beauty, and lifestyle retail logistics / Prior engagements with Iberian or Latin American PE sponsors / Familiarity with minority-stake investment theses and the associated diligence nuances / Availability to travel across Europe and Latin America for in-person interviews where required Scope of Work: / Two-week engagement from kick-off, commencing in the first week of May following award in the week of 28 April / Primary interview programme covering target management, a targeted set of current and prospective customers, and sector experts across retail logistics, beauty, and LatAm / Documentary review of business plan, commercial pipeline, contract history, and prior market studies / Market sizing, competitive benchmarking, and relative positioning analysis versus European and local peers / Final deliverable: Spanish-language report (≤25 pages) responding to the six key thesis questions, with quantified growth scenarios and a prioritised commercial risk matrix / Closing presentation to the PE investment team, either on-site or by videoconference / Primarily remote execution, with travel across Europe and LatAm as required for customer and expert interviews / Firm-level engagement: sourcing focus is the engagement lead (Director/Principal/Partner) who will bring a 3–5 person team (1 lead + 1–2 mid-level consultants + 1–2 analysts)