SPECIALIST TEAM, BUILT FOR YOUR DEAL
We work with a curated bench of experienced transaction professionals across credit, private markets, legal, and sector diligence.
Greenstone remains engaged on packaging, diligence coordination, process management, and execution support, on a best-efforts basis.
SPECIALIST TEAM ASSEMBLY
We operate with a senior-led core team and add specialist support only when it improves execution, documentation quality, or risk clarity.
FIT-FOR-PURPOSE, ON DEMAND
- Senior mandate lead as your single point of contact from kickoff to closing
- Credit, legal, risk, and sector specialists engaged only when the structure, documents, or technical diligence require it
- Conflict checks, NDAs, and KYC and AML gating before any third-party access to materials
- Defined scope and deliverables managed in a controlled data room with version control and audit trail
- Where regulated placement activity or registered supervision is required, execution is coordinated through appropriately licensed counterparties
WHAT YOU GAIN
- Deal-specific expertise aligned to the actual risk profile and documentation
- Lower fixed overhead since specialist time is engaged only when needed
- Faster starts because the core team can begin immediately once engaged
- Coverage across time zones and jurisdictions when counterparties require it
HOW WE WORK WITH YOU
- One senior team accountable for the plan, owners, and deliverables
- Written updates with open items, risks, and next steps
- Consistent file naming and document control for clean diligence
- Independent advisory role; we are not a lender and do not act as principal in the transaction
CREDIT ANALYSTS
Underwriting, financial models, collateral mapping, and risk write-ups.
LEGAL & COMPLIANCE
Document review support, KYC and AML readiness, and jurisdictional checks.
TRADE FINANCE
Letters of Credit, SBLCs, UPAS, collateral control, and documentary workflows.
COMMERCIAL REAL ESTATE
Bridge, mezzanine, preferred equity, and development capital stacks.
PROJECT FINANCE
Capital structuring, staged draws, lender process, and sponsor diligence support.
TRUSTEES & FIDUCIARIES
Escrow mechanics, collateral flows, SPVs, and security workflows.
QUESTIONS ABOUT PROCESS, SECURITY, OR RESOURCING?
Read our Global Delivery and Resourcing Standard for delivery rules, subcontractors, and data protection. For general queries, see the FAQs.
DISCLAIMER
Advice to Private Equity, Venture Capital and Strategic Investors — Greenstone Group provides consulting services to clients on either a retainer or project basis. These include identifying potential investment opportunities, evaluation of transactions being contemplated by clients, development of strategic plans for portfolio companies and coaching of portfolio company management teams. These services are provided by contract directly to clients and do not place Greenstone Group in the role of a Broker/Dealer.
Financial Transaction Advice — Greenstone Group is not a registered Broker/Dealer and does not act as an agent for buyers or sellers of businesses. This is consistent with the Securities and Exchange Act of 1934 which directs that brokers and dealers in securities register with the Securities and Exchange Commission (the “SEC”) and become members of the Financial Industry Regulatory Authority (“FINRA”). The SEC considers the term “broker” to generally include persons providing advice regarding financial transactions who accept “transaction-based” compensation. Transaction-based compensation is defined as any commission or finder’s fee which is dependent or based upon the execution of a transaction. More broadly, advisers on buying or selling companies are subject to SEC regulation because transaction advice generally involves the transfer of securities — typically, equity interests in the company being bought or sold.
Securities Services Provided by Investment Banks — If potential clients require assistance in executing a transaction involving the purchase or sale of securities, as opposed to the sale of assets or negotiation of licensing arrangements, Greenstone Group typically introduces them to an investment bank. Clients enter into a contract with such investment bank to receive the requested services. Unless the client remunerates Greenstone Group with equity prior to closure, Greenstone cannot earn transaction-based compensation.