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Boutique Revenue Advisory
for Sophisticated Markets

We deliver qualified counterparties with precision.

$2BN+Pipeline originated for clients
$60M+Client revenue
2.4BN+Market data points tracked live
120,000+Open channels to mid-market companies

We qualify and deliver counterparties for sophisticated industries where a six-figure-plus LTV depends on precise criteria.

Constraints common amongst our clients

01

Referral concentration

Deal flow depends on a small circle of relationships.

02

Market complexity

The right decision makers are hard to identify and reach.

03

Growth risk

Internal hiring or broad-scope agencies have failed to build lasting deal flow.

A universal problem in high-ticket industries

A private equity firm, a quarry, an energy developer and a commercial insurer look very different on paper. Yet each can depend on a small circle of relationships to reach its next buyer or counterparty. Our infrastructure opens the wider market, connecting you with the buyers you need, however complex the mandate.

Example industries where a single client relationship can carry a six-figure lifetime value.

  • Mining
  • Quarrying & aggregates
  • Energy
  • Solar
  • Oil & gas
  • Private equity
  • Private credit
  • Commercial insurance
  • Wholesaling & distribution
  • Logistics & freight
  • Construction & infrastructure
  • Industrial manufacturing
  • Commercial real estate
  • Enterprise software
  • Private health concierge
  • Corporate events

Case studies specific to your market available on request.

Enterprise value

We deliver enterprise value in private markets.

Growing company value through stronger earnings and higher valuation multiples.

70+Years of private equity experience across senior leadership
01

Recurring revenue

Build contracted, repeatable income alongside project revenue.

02

Owner independence

Embed origination infrastructure, processes and accountability so revenue generation works beyond the founder.

03

Customer diversification

Expand the customer base so the business depends less on any single account.

Rented revenue3–5×

Owner-dependent relationships and concentrated accounts.

Owned revenue6–10×

Recurring, diversified revenue independent of any one person.

Illustrative EBITDA multiples. Valuations vary by company and sector.

Powered by signals

Data-driven infrastructure

We track 2.4 billion+ live data points to assess exactly what is happening in the market.

2.4BN+Market data points tracked live
1,000+Industries with direct signal access
70M+Companies in direct reach
200M+Decision makers mapped
UCC filings and maturitiesEquipment and capex activityPermits and bid recordsInterconnection queuesFleet registrationsOwnership and successionLeadership hiresReceivable concentrationHeadcount growthNew locations
Live signal feed Illustrative
UCC filing approaching maturity · Equipment operator · TexasInterconnection queue advance · Solar developer · PJMFleet registrations up 40 units · Trucking operator · GeorgiaFounder tenure 30+ years · Industrial services · OhioMunicipal award · Civil contractor · Arizona

Typical Client Process

Our engagements prioritise specificity, discretion, and speed.

Mandate criteriaIllustrative
Agreed before outreach
Revenue floor$15M+ ✓
Facility size$5M to $25M ✓
Use of proceedsAcquisition, refinance ✓
Collateral profileA/R and equipment ✓
TimingNext two quarters ✓
✓ Acceptance criteria agreed in writing

01 · Client intake

Client intake

We define your commercial objectives, target market and qualification criteria, so every opportunity is assessed against what your business needs.

  • Agree the target market and decision makers
  • Set clear qualification criteria
  • Confirm the market can support the mandate
Market signalsIllustrative
Ownership & successionFounder transitions
Financing activityMaturities & refinancing
Expansion & investmentNew projects & capacity
Leadership changesNew decision makers

02 · Market intelligence

Signal origination

We use company activity, ownership changes and capital needs to identify the people and businesses that belong in your pipeline, and when to approach them.

  • Surface opportunities ahead of a formal process
  • Identify the right decision maker
  • Time the approach to a live commercial need
What we check before an introduction
Commercial fit
The company and opportunity meet your written criteria.
Decision maker
We confirm who is involved and their authority to act.
Intent and timing
There is a relevant need and a reason to speak now.

Your team reviews each introduction against the agreed mandate within five business days.

03 · Counterparty qualification

Introductions matched to your mandate

Each opportunity is checked for fit, intent and timing before an introduction reaches your team.

  • Confirm commercial fit and decision-making authority
  • Attach the evidence behind each introduction
  • Deliver conversations your team can act on

Governed throughout the engagement

◇

Selective intake

We accept mandates where the market can deliver. Fit, mandate structure and market depth are assessed before any engagement begins.

⇄

Choose the right approach

Each counterparty is approached by the route that suits it: warm introduction, direct outreach or senior network, routed by seniority and response history.

✓

Outreach under your brand

Outreach runs under your name, within messaging and compliance guardrails you approve before anything reaches the market.

↗

Refine targeting with evidence

We use response data to improve who we approach, what we say and which channels we use.

Example 90-day engagement

From market insight to qualified introductions

A defined path from market data to accepted counterparties, inside ninety days.

Mandate matchIllustrative
Market depth✓ Assessed
Mandate✓ Written
Messaging✓ Approved
Aligned
01Weeks 1 to 2
Selective intakeMandate definition

Agree the mandate

We evaluate your market and your thesis to ensure success before any engagement. All messaging is drafted for your approval based on market signals.

How we build your target list
01 · Market
Identify companies that match your sector, size and geography.
02 · Signal
Check for a relevant change, financing need or expansion.
03 · Approach
Select the decision maker, message and contact route.

A focused list, with a reason to approach each company.

02Weeks 3 to 4
Signal OriginationChoose the right approach

Map the market and prepare outreach

We identify relevant companies and decision makers, then choose the best route to each: an introduction, direct outreach or our senior network. Your outreach channels are prepared under your firm’s name.

Channel distributionIllustrative
Warm introductions✓ Qualified
Direct outreach✓ Qualified
Senior network✓ Qualified
03Month 2
Outreach under your brandCounterparty qualification

Start conversations and qualify responses

Outreach continues to run, producing qualified counterparties. Every response is screened against the mandate, and we organise direct meetings with your leadership for acceptance and compounding coverage.

What the response data tells us
Segments
Which types of company respond and qualify.
Messages
Which commercial needs lead to useful conversations.
Channels
Which contact routes produce relevant introductions.

Findings are shared with your team to refine the next cycle.

04Month 3
Refine targeting with evidence

Refine targeting with evidence

We use the data from our approaches to fully understand which segments work best. We hand this data over to refine your entire business model.

Qualified coverage

We build and track your pipeline
of qualified counterparties

System overviewIllustrative
01

Mapped

Market universe defined

02

Signalled

Capital event detected

03

Qualified

Evidence attached

04

Accepted

Matches your mandate

Acceptance window 5 business days

Example industries that we serve effectively.

Private Equity

Deal flow

Lower middle market sponsors and platforms seeking proprietary opportunities

  • Founder-owned targets ahead of a process
  • Add-ons matched to the platform thesis
  • Owners approaching succession

Specialty Lenders

Deal flow

Asset-based, equipment and private lenders

  • Borrowers inside a written credit box
  • Outreach timed to maturities and capex
  • One desk per credit box and geography

Industrial, Logistics & Energy

Counterparties

Operators seeking customers, suppliers, offtakers, partners or capital

  • Counterparties defined by capacity and geography
  • Outreach timed to projects and capex
  • Facilities placed through Capital Advisory

Commercial Insurance

Commercial accounts

Brokers, MGAs and carriers building commercial books

  • Accounts matched to underwriting appetite
  • Timed to fleet, payroll and project growth
  • Brand-safe outreach in a regulated market

Construction & Infrastructure

Contractors, civil and specialty trades

  • Bid and permit driven demand
  • Equipment-intensive balance sheets
  • Project-based receivables

Transport & Logistics

Fleet, freight and warehousing operators

  • Fleet and capacity cycles
  • Lane and customer concentration
  • Founder succession

Energy & Cleantech

Developers, operators and service providers

  • Interconnection and permit milestones
  • Long capital cycles
  • Offtake and EPC relationships

Specialty Agriculture & Real Assets

Asset-backed producers and land-based operators

  • Complex collateral
  • Seasonal capital needs
  • Blended capital stacks

Open channels

Direct channels to decision makers
across the markets we serve

A selection of organisations we reach on engagement, and the institutions our leadership has worked with.

Reached on engagement

DHL
FedEx
UPS
Unilever
Siemens
Schneider Electric
Cisco
SAP
GSK
Coca-Cola
Visa
Mastercard
American Express
HSBC
KKR
Carlyle
EQT

Worked with by our leadership

Blackstone
SEB
BlackRock
Macquarie
ADIA
QIA
KIA
Saudi Aramco
Nordea
UBS
Goldman Sachs
Merrill
Barclays
Diageo
BT

Organisations shown are reached through our data infrastructure or have worked with members of our leadership, including before Stourhead Holdings. No endorsement is implied.

Our thesis

Precision, seniority and timing

These markets share one structural problem. Referral flow caps growth, and volume-led outreach breaks against sophisticated counterparties.

Model breakdownIllustrative
Structural mismatch

Volume model

VelocityVolumeSimplicity
TicketSmall
CycleWeeks
Decision makersOne or two

Relationship markets

PrecisionSeniorityTiming
TicketSeven figures+
Cycle3 to 12 months
Decision makersFive or more
Typical characteristics
Breaking point

Reputational cost of broad outreach · Senior time lost to unqualified conversations · Cycles outlast agency engagements

Why volume-led outreach breaks

Outbound was built for velocity: short cycles, small tickets and a single decision maker.

Our markets run the other way. Mandates are measured in seven figures and above, cycles run from three to twelve months, and five or more people sign off.

At that level, every message carries your reputation. Precision, seniority and timing decide the outcome.

What high-value origination requiresIllustrative
Seven-figure counterparties
Senior operators✓
Proprietary data✓
Warm relationships✓
Timed signals✓
One accepted counterparty justifies senior operators, proprietary data and established relationships.
Senior-ledEvery mandate
In-houseData infrastructure

Built for high-value counterparties

When a single counterparty is worth seven figures or more, the economics of origination change.

Senior operators who have closed at that level, proprietary data that surfaces the capital event, and relationships built over decades are all justified by one accepted counterparty.

That is the infrastructure we run on your behalf.

The firm

Our team

Institutional judgement and relationships, applied with origination infrastructure. Our leadership brings private equity, capital formation and business development experience across US, UK, Nordic and Gulf markets.

Financial exchange interior
$150BN+Transactions and capital raised
2.4BN+Live data points tracked
120,000+Open channels
$60M+Client revenue
George Vaughan

George Vaughan

Director

George's experience spans investment banking, business development and value-add private equity, across US, UK and European markets.

He has built business development infrastructure driving significant revenue growth in mid-market firms, and originated over $2 billion in deal volume. His transaction experience spans sectors and transaction types, with particular depth in private credit across construction and infrastructure, specialised agriculture, cleantech and life sciences.

His expertise spans capital formation, private credit, private equity and deal origination. He translates complex investment criteria into precise counterparty targeting, identifying businesses, investors and lenders whose financial profile, transaction requirements and strategic priorities align with a client’s mandate. His work combines market intelligence with direct approaches to the decision makers relevant to each opportunity.

At Stourhead

George leads strategy at Stourhead Holdings, consulting with companies on capital markets positioning and enterprise value strategy, and directing the group's demand sourcing across both sides of the market. He is based in Dubai.

Carl Josefsson

Carl Josefsson

Non-Executive Director

Carl has spent four decades in investment banking across Stockholm, London, New York and Los Angeles, advising on more than 100 transactions with an aggregate value exceeding $100 billion, across technology, retail, real estate, forestry, transportation and hospitality.

He spent the first part of his career at Enskilda Securities, the investment banking arm of Skandinaviska Enskilda Banken, working from Stockholm and London on IPOs, rights issues, public takeovers, private sales and acquisitions, restructurings and takeover defence. His mandates came from the principal investment houses of the Nordic region, listed industrial multinationals, and international private equity. He moved to New York as Chief Executive Officer and Director of Enskilda Securities Inc., SEB's US registered broker-dealer, and served as Senior Managing Director responsible for the firm's M&A alliance with The Blackstone Group.

He later joined Cappello Capital Corp in Santa Monica and has run his own advisory firm since. He is a registered representative of GT Securities, Inc. and holds FINRA Series 7, 24, 63 and 82 registrations. He holds degrees in law and economics from Stockholm.

At Stourhead

Carl provides senior transactional leadership across the group's capital advisory mandates, working with clients on structure, positioning and counterparty selection, and holds direct investor relationships across European and North American institutional capital.

Niklas Rabanus

Niklas Rabanus

Managing Partner

Niklas specialises in go-to-market strategy and B2B origination, with twelve years’ experience across the DACH region and the United States. He has originated hundreds of completed deals for M&A advisory firms, financial services companies and large-scale software and technology businesses. He combines detailed data tracking with targeted approaches to reach decision makers for complex, high-value offerings.

He has generated more than $114 million in pipeline with clients and partners, including approximately $23 million in closed business. Over six years leading large-scale acquisition programmes, he has built and managed commercial teams, combining precise targeting with the systems and execution needed to turn market coverage into qualified opportunities.

At Stourhead

Niklas leads go-to-market consulting and origination delivery, aligning client positioning, campaign strategy and team execution with each mandate.

Richard Guerin

Richard Guerin

Non-Executive Director

Richard has spent 27 years raising institutional capital and building global distribution platforms across private equity, private credit, real assets and hedge funds, with particular depth in Gulf sovereign and North American institutional capital.

He spent eleven years at BlackRock as Managing Director and Head of EMEA Consultant Relations, building the platform from inception and taking international assets from under 5 per cent of firm total to more than half. Mandates above $1 billion came from the Abu Dhabi Investment Authority, the Qatar Investment Authority, the Kuwait Investment Authority, Saudi Aramco, Nordea, and the pension funds of GlaxoSmithKline, Diageo, BT and Barclays.

At Macquarie Investment Management he ran a thirty-person global team as Head of Global Consultant Relations and Middle East Institutional Business, adding more than $50 billion in consultant-intermediated assets and personally raising over $10 billion from ADIA, QIA and Saudi Aramco. He founded the London office of Twelve Capital, raising more than $1 billion from UBS, Credit Suisse, Goldman Sachs Wealth Management and Merrill. He began his career at Deutsche Asset Management and served five years as a Surface Warfare Officer in the United States Navy.

At Stourhead

Richard provides senior leadership on capital formation, working with clients on investor positioning and allocator strategy, and holds direct relationships across Gulf sovereign funds, US institutions and international family offices.

LOS ANGELES LONDON STOCKHOLM DUBAI BUENOS AIRES
Los Angeles · Buenos Aires · London · Stockholm · Dubai

Start a conversation

Start with the mandate

Tell us which counterparties you need to reach, where deal flow comes from today, and where it stalls. Where there is alignment, we schedule a working session with our leadership.

  • Initial market diligence at no cost. We assess whether your market can deliver before any engagement.
  • No commitment at this stage. An informational discussion about your market and mandate.
  • A written scope where there is a fit. The mandate and engagement terms, drafted for your review.
  • A response within one business day, from a member of our leadership.
We invest time upfront to establish whether our infrastructure can deliver qualified counterparties in your market. Every engagement is scoped to a written mandate, and you keep the target universe, the outreach history and the counterparty relationships.

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