M&A advisory engagements

Engagement Tracks

Three Advisory Mandates,
Each Thoroughly Defined

The scope, process, and fee structure of each engagement is stated clearly — so you can assess fit before committing to a conversation.

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Our Methodology

How Each Engagement Is Structured

Every engagement begins with a written scope letter that sets out what will be covered, what falls outside scope, the fee milestones, and the working assumptions. That document governs the engagement. It is updated by written agreement if the transaction scope changes materially.

A named partner takes responsibility for the file from the initial scope letter to completion. The partner is available directly by phone and email throughout the engagement, and progress notes are issued at agreed intervals — typically after each major stage milestone.

Initial Overview

Under privilege, no obligation

Scope Letter

Written, clear, agreed

To Completion

Named partner throughout

Sell-Side Advisory

Track One

Sell-Side Advisory

Owner-Operators & Family Shareholders

A considered sell-side engagement for founders and family shareholders planning a controlled disposal of a Malaysian business — either in whole or in part. The engagement is structured around the reality that most owner-operators are running a transaction for the first time, while their counterparties may have done many.

Particular weight is placed on vendor due diligence preparation and disclosure planning. A well-prepared disclosure bundle, finalised before buyer negotiations begin, materially improves outcomes and is treated as a standalone deliverable.

Scope Includes

  • Vendor due diligence preparation and red flag assessment
  • Information memorandum drafting support (with financial advisers)
  • Buyer shortlisting from a legal diligence readiness perspective
  • NDA architecture and process management
  • Negotiation of heads of terms
  • Full transaction documentation through to completion
  • Warranty negotiation and disclosure bundle as deliverable

Process

  1. 1

    Initial scope discussion and vendor readiness assessment — identifying issues before buyers do.

  2. 2

    Vendor due diligence workstream and disclosure bundle preparation alongside regular progress notes.

  3. 3

    Buyer process support — NDA review, heads of terms, and buyer due diligence management.

  4. 4

    Transaction documentation negotiation, regulatory filings where required, and completion.

Engagement Fee

From RM 2,300

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Track Two

Buy-Side Advisory

Strategic & Financial Buyers

Representation of strategic corporate buyers and financial sponsors acquiring Malaysian or regional businesses. The engagement covers the full legal scope of a buy-side transaction — from structural analysis at the outset to completion mechanics and any regulatory filings required.

Where external financing is involved, we coordinate with debt counsel. SC and MyCC filings are handled in-house. The engagement is run with a named lead partner, transparent staged fees, and regular written update notes so the principal is informed without being burdened by process.

Scope Includes

  • Structural advice (share vs asset, Malaysia vs offshore holding)
  • Legal due diligence across regulatory, labour, property, contracts, and IP
  • Transaction documentation preparation and negotiation
  • Debt documentation coordination (where external financing involved)
  • SC and MyCC regulatory filings and notifications
  • Closing mechanics and completion checklist management
  • Written progress notes at each milestone

Process

  1. 1

    Structure review — share vs asset, holding considerations, regulatory thresholds for the target sector.

  2. 2

    Due diligence across legal workstreams, with written report and risk assessment delivered to principal.

  3. 3

    Transaction documentation negotiation, regulatory filing preparation, and signing.

  4. 4

    Closing mechanics, CP satisfaction tracking, and completion.

Engagement Fee

From RM 4,500

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Buy-Side Advisory
Joint Ventures and Minority Investments

Track Three

Joint Ventures & Minority Investments

Shareholder Arrangements

A focused engagement for arrangements short of a full sale — joint venture formation between strategic partners, minority investment documentation for venture and growth capital, shareholder agreements for existing companies taking in new shareholders, and founder vesting and leaver arrangements.

The engagement favours durable drafting that holds up through good years and difficult ones alike. Exit and liquidity mechanics — tag/drag, ROFR, buy-sell — are designed with the realistic scenarios in mind, not the ideal ones.

Scope Includes

  • Joint venture formation and governance documentation
  • Minority investment documentation for growth and venture capital
  • Shareholder agreements and new shareholder onboarding
  • Equity instrument design and vesting structure
  • Reserved matter and governance architecture
  • Exit and liquidity mechanics (tag/drag, ROFR, buy-sell)
  • Coordination with tax advisers on instrument design

Process

  1. 1

    Commercial terms alignment and term sheet drafting — articulating what the parties have agreed before documentation begins.

  2. 2

    Equity structure and governance design — reserved matters, board composition, quorum, and consent thresholds.

  3. 3

    Exit and liquidity mechanism drafting, reviewed against realistic scenarios, not just the optimal case.

  4. 4

    Negotiation, counterparty review, execution, and ancillary filing where required.

Engagement Fee

From RM 5,700

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Engagement Comparison

Choosing the Right Track

The three tracks cover distinct transaction types. Where a situation crosses tracks — for example, a partial sale followed by a shareholder arrangement — scope can be adapted at engagement.

Feature Sell-Side
RM 2,300+
Buy-Side
RM 4,500+
JV / Minority
RM 5,700+
Vendor due diligence preparation
Buy-side legal due diligence
Disclosure bundle preparation
Transaction documentation
SC / MyCC regulatory filingsif required
Exit & liquidity mechanism drafting
Governance & reserved matter design
Named lead partner
Staged milestone fees

Sell-Side is suited for...

Founders and family shareholders preparing a disposal of a Malaysian business, in whole or in part.

Buy-Side is suited for...

Strategic corporate acquirers and financial sponsors conducting acquisitions of Malaysian or regional businesses.

JV / Minority is suited for...

Parties forming joint ventures, taking or issuing minority stakes, or restructuring existing shareholder arrangements.

Shared Standards

Across All Engagements

Confidentiality

All communications handled under privilege from first contact. NDA architecture reviewed and managed from engagement start.

Regulatory Compliance

SC, MyCC, FIC, and sector-specific regulatory considerations assessed and managed in-house throughout each engagement.

Quality of Drafting

Transaction documents are drafted for clarity and durability — not length. Plain language where possible; precision where required.

Adviser Coordination

Financial, tax, and overseas counsel interfaces managed as part of the engagement — not left as a burden for the client to coordinate.

Begin Your Engagement

Tell Us About Your Transaction

A written overview — buy-side or sell-side, stage, approximate size, timing — is all we need to respond with a substantive initial assessment. No obligation attaches to that exchange.

Send a Deal Overview