Structure
The management company, the fund or deal vehicles, the partnership between the principals, and the basis for fees and carried interest.
CLIENTS
Investment companies
Established investment companies that have built a portfolio off their own balance sheet and want to run the business the way a private equity firm runs it.
The position
The firm has invested its own money and the money of a small circle of backers, and it has a portfolio to show for it. It has outgrown that way of working. The next investments are larger than the balance sheet can carry, the people around the firm cannot fund every deal, and the way the firm underwrites, manages and reports on its investments has grown up deal by deal rather than by design.
The firm wants to move from investing its own money to managing other people's, and to raise capital from small institutions and family offices. Those investors commit to a firm that looks and behaves like a private equity firm: a defined structure, a written investment process, disciplined underwriting, active management of the portfolio, and a record it can explain.
What Wilde Mason does
Underwriting
A private equity approach to how the firm assesses an investment: the investment process, the investment committee, the diligence standard, and the decision record an outside investor will want to see.
Asset management
How the firm runs what it owns after the deal closes: the operating playbook for each portfolio company, the reporting cadence, the value-creation plan, and the discipline of holding management to it.
The story
What the firm is, what it invests in, how it creates value, and why its record should give institutions and family offices confidence, written and presented so that the firm can raise on it.
The raise
Preparing the firm for the conversations with small institutions and family offices, and staying with the principals through to first close.
Afterwards
Retained advice as the firm runs its first outside capital and the structure and process settle in.
The portfolio
The firm's other two services apply to what the investment company owns. In a portfolio company that is working, Wilde Mason runs the private equity playbook on the investors' behalf. In one that is failing, Wilde Mason establishes what is there, guides the board, runs the rescue and puts the systems in.
How we engage
Every engagement begins with a diagnostic conversation — 60 minutes, no cost, no obligation. In that conversation we will tell you honestly whether we can help, how, and what the improvement would be worth.
Diagnostic
Two to four weeks at a fixed fee, with one output: where the business is leaking performance, what it is worth, and a prioritised agenda specific enough to execute without further help. Most engagements start here, and some end here.
Embedded
A senior operator inside the business for a defined term, running the change programme, preparing the decisions, and executing alongside the client's team. Availability runs across the month rather than on appointed days. The output is the result, not a recommendation.
Retained
For owners who want the outside view permanently in the room: a monthly cadence of senior attention covering the operating review, the decisions worth pressure-testing, and access when something moves. The arrangement is structured so that it earns its fee or ends.
Every engagement starts with a diagnostic conversation. 60 minutes, no cost, no obligation. We will tell you honestly whether we can help, how, and what the improvement would be worth.
Let's Talk