Sector & geography
Asset classes, countries, exclusions and the commercial themes that fit your strategy.
Work with OGZ to define what you want to finance, where you want to participate and the opportunities that merit a closer look.
Investors, lenders, funds, family offices, strategic operators and other capital partners approach opportunities differently. A useful introduction begins with a clear understanding of your mandate and decision process.
OGZ can assess a defined opportunity-sourcing and introduction engagement that reflects your sector focus, geography, financing structure and diligence requirements. Any appointment and fees are agreed privately in writing.
Where authorised and appropriate, an initial non-confidential overview helps assess relevance. Further information follows a controlled process, with the project owner's authority and confidentiality protections as required.
An introduction does not constitute approval of an opportunity. Verification, suitability, diligence, investment decisions and definitive documentation remain subject to the relevant parties' own processes and appointments.
Asset classes, countries, exclusions and the commercial themes that fit your strategy.
Indicative transaction size and whether you consider debt, equity, hybrid structures or strategic participation.
Development stage, information expectations and minimum requirements before assessment.
Your organisation, decision-making role and the appropriate path to a formal sourcing mandate.
How you assess an opportunity, the specialist work required and your decision milestones.
Deployment horizon, preferred engagement cadence and practical next steps.
Discuss criteria, authority and the appropriate scope of the proposed engagement.
Review the sourcing mandate, confidentiality arrangements and written fee terms.
Assess whether an authorised opportunity appears to fit the agreed criteria.
Proceed through the required independent diligence and counterparty discussions.
Start with your organisation, criteria and target markets.