Lakeside Capital
All services

Financial Advisory

Sell-side and buy-side M&A in logistics and logistics technology, and the financings that precede them.

When you need it

A shareholder or investor is ready to exit; a company has reached the limit of what another round can do; or a consolidator is looking for targets that are not on any list.

Our two most recent mandates are M&A: the sale of a North American trucking platform, and a cross-border acquisition program in the United States and Canada. Behind them are seven years as exclusive financial adviser to companies in this sector, which is where knowing who owns what, and on what basis, comes from.

What you get

On sell-side mandates

readiness review; positioning; buyer identification across both Chinese and international acquirers; process management; negotiation; transaction documents through to completion.

On buy-side mandates

target identification and screening, including owner-managed companies that appear on no published list; valuation; coordination of financial, tax and legal due diligence; negotiation support; ODI filing managed in parallel where the acquirer is Chinese.

After completion

Integration is a separate engagement, set out under Advisory. We do not hand it to someone else.

Fee basis

Retainer plus completion fee