THE CFO HQ · DEALS ADVISORY

Connect capital, opportunity and execution.

A controlled transaction environment for investors, buyers, business owners and management teams — combining curated opportunities with experienced deal support from preparation through execution.

Join as Investor / Buyer Register Company / Opportunity

Controlled accessMandatory complianceManaged opportunitiesConfidential by design

CHOOSE YOUR ROUTE

One platform. Three clear entry points.

Start with the route that reflects what you need today. Applications are reviewed before platform access is activated.

Invest or Acquire

For private equity, family offices, HNW investors, corporate acquirers and strategic buyers seeking controlled access to relevant opportunities.

Define investment and acquisition criteria
Preview approved opportunities
Submit qualified expressions of interest
Manage your deal pipeline

Sell, Raise or Prepare

For shareholders and management teams considering a sale, capital raise, refinancing, acquisition or transaction-readiness programme.

Submit a confidential project request
Stage-gated qualification
Controlled marketplace release
Access transaction support

Already a Member?

Approved participants can securely access projects, matching preferences, messages, compliance records and transaction activity.

Secure participant workspace
Project and EOI pipelines
Audit trail and communications
Managed document access

Secure Sign In

WHY THE CFO HQ

More than an introductions platform.

Curated opportunitiesProjects are reviewed before controlled marketplace release.

Deal execution supportAccess finance, diligence, modelling, transaction and integration capability.

Qualified engagementExpressions of interest require structured qualifying information.

Governed environmentCompliance acknowledgements, approvals and activity audit trails are built into the workflow.

PLATFORM DIFFERENCE

From introduction to controlled execution.

Capability	Traditional introduction	The CFO HQ Deals Advisory
Buyer & investor matching	Available	Structured
Secure participant profiles	Not typically integrated	Included
Controlled opportunity marketplace	Varies	Included
Qualified expressions of interest	Varies	Stage-gated
Compliance / confidentiality workflow	Varies	Mandatory
Buyer / seller pipeline	Varies	Included
Deal-readiness & transaction support	Often separate	Available through CFO HQ
Secure investor documents & access tracking	Varies	Controlled
Project Manager oversight	Varies	Built into workflow
User activity audit trail	Varies	Included

“Traditional introduction” is illustrative of a basic introduction-only process; individual advisers and platforms vary in scope and capability.

TRANSACTION LIFECYCLE

A clearer path from intention to execution.

Prepare→Qualify→Match→Engage→Diligence→Negotiate→Execute

Where required, The CFO HQ can support financial analysis, deal readiness, modelling, due diligence, data-room preparation, transaction management, funding support and post-deal integration.

CONTROL & CONFIDENTIALITY

Designed for sensitive transaction activity.

Registration does not automatically expose a participant or opportunity. Access is subject to review, required compliance acknowledgements and controlled release. Confidential information should only be shared in accordance with the applicable mandate, NDA and platform requirements.

✓ Manual participant approval✓ Mandatory compliance acknowledgement✓ PM / Super Admin project approval✓ Recipient-secured investor documents✓ Auditable platform activity

START A CONFIDENTIAL CONVERSATION

What are you looking to achieve?

Choose the route that best fits your transaction objective. Our Deals Advisory team will review your submission before access or circulation.

I want to invest or acquire I want to sell, raise or prepare