Partial liquidity and continued ownership
Realise part of the value already created, retain meaningful equity and continue leading under a clear role and decision model.
Ways we partner
The structure should serve the next chapter—not define it in advance.
Owners and opportunities begin in different places. Navigate can consider full or partial ownership, growth capital, succession, strategic combinations and new-company structures where the business, people and investment case align.
Structure follows purpose
Begin with what the relationship should make possible.
Liquidity, growth, succession, a strategic combination and a new venture require different ownership, leadership, economics and timelines. We begin with the owner's objective, the needs of the business and the specific Navigate advantage.
For every structure, four things must be explicit: Capital's ownership and funding role, Navigate Advisory Group's operating role, management's continuing responsibility and the decisions reserved for owners or the board.
Ownership and transition
Fit ownership to the owner and the company.
Growth capital and capability
Fund a larger opportunity alongside an agreed operating plan, milestones and responsibilities without forcing a complete exit.
Deliberate succession
Transfer knowledge, relationships and authority over time while customers, employees and future leaders gain confidence.
Full transition
Step away where the business has suitable leadership and continuity—or a credible, funded plan to establish them.
Strategic combination
Bring complementary strengths together only where the operating logic is real.
A combination may join complementary businesses, products, customer relationships, distribution or specialist teams. The case must be stronger than financial consolidation alone.
Capital decides whether to fund and own the combination. Navigate Advisory Group coordinates the integration and company-building plan with management. Customer value, leadership, systems and decision rights must be credible before a broader roll-up is pursued.
Build a new company
Form a real business around a credible market advantage.
A specialist firm, operator, expert or distribution partner may bring trusted delivery, customer relationships, IP, authority or leadership. Navigate Advisory Group can help test the customer proposition, shape the operating model and coordinate the build.
If the investment case is separately approved, Navigate Capital may provide ownership, governance and funding. The new company must have its own customer, leadership, economics, authority and documents; no title, equity or capital right arises from an introduction or conversation.
Explore how a new company is formedCapability and equity
Use equity only where contribution and continuing responsibility justify it.
For the right opportunity, defined operating, commercial or technical work may be contributed partly for opportunity-specific equity. That is a mechanism inside an approved structure—not free consulting and not a substitute for business quality.
Scope, fair value, milestones, capacity, authority, IP, data, economics and stop rights must be documented. Independent professional work remains separately contracted and accountable.
Alignment in writing
Goodwill is not a governance system.
01
Who owns what, and who provides capital?
02
Who leads the business and which decisions remain local?
03
What does Navigate Advisory Group coordinate under the operating plan?
04
Which decisions are reserved for Capital, owners or the board?
05
How are IP, data, customers and confidential information governed?
06
What happens if the thesis changes or more capital is required?
Find the right path
Begin with the outcome you want—not a preferred transaction label.
We will prepare around your objective, explain which structures may be relevant and avoid forcing complexity where a simpler relationship would serve the business better.