Family Office Alliance
Assess business, governance and financial readiness
Organise the facts, identify conditions and coordinate the appropriate professional review.
Asset Securitisation · SPAC
Asset Securitisation
Turn enterprise value into a capital-market pathway.
Turn enterprise value into a capital-market pathway.
Understand the service. Clarify conditions. Prepare the next step.
IS THIS YOUR SITUATION?
Turn enterprise value into a capital-market pathway.
Coordinate business readiness, financial preparation, ownership structure and professional resources for a proposed SPAC transaction.
Coordinate audit and legal due diligence
Organise the facts, identify conditions and coordinate the appropriate professional review.
Match SPAC sponsors and capital resources
Organise the facts, identify conditions and coordinate the appropriate professional review.
SERVICE & DELIVERY
What we help organise
- 01Assess business, governance and financial readiness
- 02Coordinate audit and legal due diligence
- 03Match SPAC sponsors and capital resources
- 04Discuss valuation, funding and completion conditions
Deliverable focus
A structured evidence directory, matters requiring verification and a proposed discussion pathway, with professional roles and execution conditions made clear.
YOUR NEXT ACTION
Prepare the facts
- Business overview and recent financial statements
- Ownership and control structure
- Funding objectives and proposed timeline
Review the checklist before deciding whether to submit a request.
A CLEAR WORKING PROCESS
From evidence to an arrangement.
01
Identify
Clarify objectives, purpose and timing.
02
Document
Match rights, sources and records.
03
Assess
Review institution and professional requirements.
04
Coordinate
Define responsibilities, stages and ongoing records.
QUESTIONS FOR THIS SERVICE
Questions worth clarifying.
Service-specific answers on suitability, evidence, review and next steps.
What stage of business is ready to explore a SPAC?
Begin with the business model, financial history, governance and capital objectives. Assess whether a proposed merger route fits the company, compare alternatives such as an IPO or private funding, and identify readiness gaps.
How does a SPAC differ from conventional securitisation?
A SPAC explores a listing through a business combination with an operating company. Conventional securitisation typically structures securities around asset cash flows. First clarify whether the objective concerns company capital or asset cash flows; the structures and professional teams differ.
What should we prepare for an initial assessment?
Prepare a company overview, recent financial summary, ownership map, material business contracts and intended use of capital. Start with non-sensitive summaries; detailed audit, legal and transaction evidence can follow through agreed channels.
How are valuation and funding needs discussed?
Separate operating results, forecast assumptions, comparables and capital needs. Review valuation, dilution and net proceeds together. A valuation is not a funding commitment; examine how redemptions, costs and transaction conditions may affect available capital.
What comes before sponsor matching?
Define the industry, jurisdiction, timing and minimum funding needs, then create a readiness summary. Review a prospective sponsor’s background, transaction history, incentives and advisers before progressing to confidential information exchange.
How should costs and timing be planned?
Itemise audit, legal, advisory, listing-readiness and ongoing reporting costs, including who pays and when. Plan around preparation, diligence, negotiation and approval milestones. Identify dependencies rather than treating one completion date as a full project plan.
What control issues matter to family shareholders?
Review voting rights, board representation, lock-ups, related-party dealings and exit conditions. Connect long-term ownership goals with post-transaction governance obligations, and involve legal and tax advisers when assessing cross-border holdings and succession.
What follows the initial review?
Expect a readiness checklist, evidence gaps, route comparison and key conditions. If progressing, agree the team, scope, budget and milestones. If readiness is insufficient, prioritise financial and governance improvements before reassessing the proposed route.