Case studies

Anonymised mandates. Structures drawn out.

Every case below is a mandate we ran. Names, jurisdictions, sectors and figures are altered or removed to protect the client — the structure, the sequence, the timeline and the fee model are not. Each write-up carries the chart we actually built.

Published with client consent · CDD file retained for 30 years
Selected mandates

8 files, with the diagram attached.

Open any file to see the ownership chart, the order in which it was built and what it cost.

M&A · Pre-sale

Pre-sale restructure ahead of a €180M European exit

A founder-led SaaS group with subsidiaries in three countries and no holding company, nine weeks before signing with a US strategic buyer.

9 weeksOpen the file
Family office · Multi-jurisdictional

Single-family office redomiciled from London to Dubai

A UK principal exiting the remittance basis after April 2025, needing genuine UAE substance while keeping European property assets working.

6 months, phasedOpen the file
Fintech · EMI

EMI in Lithuania for a Gulf-based payments group

A MENA payments group entering EU B2B payments, needing a passportable licence ring-fenced from the operating parent.

11 months to authorisationOpen the file
Private wealth · Succession

Private trust company for a family operating business

A second-generation industrial business where no institutional trustee would hold the shares, and no single family member could be trusted with all of them.

5 monthsOpen the file
Digital assets · Compliance

VASP registration and banking for a digital-asset treasury

A family-office allocator wanting a compliant on-ramp separate from the operating trading firm, with banking that would survive a source-of-funds review.

5 monthsOpen the file
IP · Tax

IP consolidation for a software group before a funding round

IP written by contractors in four countries, owned by nobody in particular, three months before a Series B diligence process.

3 monthsOpen the file
Funds

First fund for an emerging manager, launched in fourteen weeks

A two-person team with anchor capital from both US taxable and non-US investors, and no infrastructure at all.

14 weeks to first closeOpen the file
Real assets

Superyacht ownership restructured before an EU season

A 42-metre yacht bought through the wrong company, on advice quoting VAT tables that had been withdrawn five years earlier.

11 weeksOpen the file

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Un-redacted case files sit inside the practice, not on the public site. Directors will walk through the closest analogue on a call.