Private investment · Special situations

Opportunities that require more than analysing the asset.

Certain legal, financial or ownership circumstances can create opportunities that would not arise in a conventional transaction.

My work begins by understanding why the opportunity exists, what circumstances affect the asset and which issues need to be examined before considering a potential transaction.

THE OPPORTUNITY IS NOT JUST IN THE PRICE.

IT IS IN UNDERSTANDING THE SITUATION.

Where opportunities can arise

Special situations. Specific analysis.

Opportunities can arise in very different circumstances and require an understanding of both the asset itself and the situation behind it.

Special situations
  • 01

    Bank- or fund-originated assets

  • 02

    Debt secured against property

  • 03

    Insolvency-related assets

  • 04

    Inheritance and complex succession situations

  • 05

    Co-ownership interests

  • 06

    Liquidity needs or disposals

  • 07

    Assets with legal or ownership issues

  • 08

    Special property transactions

Different situations · different circumstances · the same need to understand the context

The approach

Understand first. Assess second.

A special situation may create an opportunity, but it may also involve risks that would not arise in a conventional transaction.

I analyse the context of the transaction and, where necessary, coordinate the appropriate specialists to understand its legal, tax, financial, property or technical implications before moving forward.

Asset
Circumstances
Context

Understanding the transaction

For investors

Not every opportunity is right for every investor.

Each transaction has its own structure, circumstances and risks, which need to be properly examined before any decision is made.

My role is to understand the context of the opportunity, identify the relevant issues and, where necessary, coordinate the appropriate specialists for their analysis.

Access to opportunities

Through my professional network and specialist sources, I have access to opportunities connected with financial institutions, servicers, insolvency proceedings, companies and private owners, among others.

Certain transactions are subject to specific confidentiality obligations.

Explore opportunities in special situations.

If you would like to learn more about this area of my work or explore opportunities in special situations, you can request a private conversation.