Start with a non-confidential overview
Our website forms accept an initial enquiry, a mandate summary and a link to non-confidential material you are authorised to share. You can use an anonymised business description. Please do not include passwords, public links to confidential documents, identity documents, employee records, customer lists or sensitive financial information.
Confidential files are not accepted through this website.
There is no file-upload facility. An enquiry is stored privately, but submitting it does not create an NDA. A link is not automatically downloaded, scanned or approved.
Request a controlled exchange
- Select “I would like to arrange a secure document exchange” in the enquiry form. If required, also request an NDA.
- Charlie will discuss the purpose, identify the intended recipients and agree what information is needed.
- Agree and sign any necessary confidentiality terms before sharing confidential material.
- Confirm a suitable sharing platform with named-recipient access, appropriate file checks and any expiry or download restrictions needed for the material.
- Share only the agreed information, keeping a record of who can access it and when access should end.
Onward disclosure
We do not automatically pass enquiries or documents to buyers or advisers. Permission to review an enquiry is not permission to circulate it. Recipients, purpose and sharing limits should be agreed before an introduction. Existing adviser appointments and restrictions should be identified at the outset.
Send your initial enquiry
Buyer mandate or current target · Business owner enquiry · Adviser opportunity