A disciplined path from private to public.
Every engagement follows a structured, five-phase process — adapted to each company's transaction objectives, sector, and regulatory considerations. The sequence may be modified based on engagement complexity and commercial requirements.
Introductory Meeting & Assessment
We begin with an introductory meeting to understand the company's business, objectives, and transaction timeline. The company completes standard know-your-client procedures and submits preliminary corporate information, which FMP uses to prepare a Preliminary Capital Markets Assessment of transaction readiness.
- Introductory meeting and objective-setting
- Know-your-client procedures
- Preliminary corporate information request
- Preliminary Capital Markets Assessment
Confidentiality & Engagement
Once both parties are ready to proceed, we establish confidentiality through a mutual non-disclosure agreement, present a term sheet outlining proposed scope and commercial terms, and formalize the relationship through an FMP Engagement Letter — and, where applicable, a legal engagement letter with the company's counsel.
- Mutual non-disclosure agreement
- Engagement term sheet
- FMP Engagement Letter
- Legal engagement letter (where applicable)
Institutional Assessment
With the engagement formalized, we conduct a detailed business, financial, legal, and capital markets assessment — reviewing corporate structure, financials, material contracts, and capital markets history to establish a complete diligence picture.
- Business and financial due diligence
- Legal and corporate structure review
- Capital markets history assessment
- Institutional Capital Markets Assessment Report
Strategy & Planning
We develop a recommended transaction strategy and implementation roadmap, establish the project governance structure, and confirm the framework the company and FMP will use to manage the engagement through execution.
- Transaction Strategy Memorandum
- Engagement Framework & Project Plan
- Project governance structure
- Commercial documentation (where applicable)
Execution
We prepare the implementation plan for the transaction — a detailed timeline, a roles-and-responsibilities matrix across all professional advisors, corporate structure recommendations, and a regulatory and capital markets roadmap — and coordinate execution through to completion.
- Transaction timeline
- Roles & Responsibilities Matrix
- Corporate structure recommendations
- Regulatory & capital markets roadmap
This is FMP's default engagement path. The sequence may be adapted based on transaction complexity, sector-specific regulatory considerations, and commercial requirements determined jointly with the client at the outset of the engagement.
Start with an introductory conversation.
Every engagement begins with understanding your business and objectives. Reach out to schedule an introductory meeting.
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