Esteema ‘Estate & Asset Transactions’ Process 

Esteema acts as a strategic, capital-led transaction advisor across estate and asset transactions, advising both buyers and sellers through controlled, confidential, and execution-driven processes. We do not operate as a traditional estate agent or brokerage intermediary. Our role is to structure, underwrite, and execute transactions aligned with institutional capital, lender appetite, and long-term value creation.

Every transaction is approached through a capital-led framework to ensure assets are investable, financeable, and executable, while maintaining discretion, minimising market noise, and delivering certainty of close.

Esteema Execute ‘Two Strategic Transactions Pathways’ for the certainty 

We operate through two distinct, capital-led execution processes—one supporting buyers, and one supporting sellers—each designed to optimise capital alignment, discretion, and certainty of execution.

1. Buyer-Side Transaction Process

Buyer-Side Advisory — Capital-Led, Discreet Acquisitions
Esteema advises private and institutional buyers seeking to acquire strategic estate and asset investments. Our buyer-side process prioritises long-term wealth creation, capital efficiency, and discretion. All discussions, negotiations, and engagements are conducted confidentially, protecting buyer identity, strategy, and commercial intent.

Step 1 — Buyer Mandate, Capital Profile & Confidentiality Framework

We establish the buyer’s investment mandate, equity position, leverage appetite, return expectations, decision-making authority, and confidentiality requirements before introducing any opportunity.

Step 2 — Capital & Financial Underwriting

Each opportunity is assessed through a capital-led underwriting framework, evaluating risk-adjusted returns, lender appetite, sustainable leverage, refinancing optionality, scalability, and exit strategy.

Step 3 — Discreet Deal Origination & Off-Market Sourcing

Assets are sourced through discreet, vendor-mandated and off-market channels without public marketing or buyer exposure.

Step 4 — Indicative Pricing & Execution Feasibility

We provide an indicative, market-led pricing and feasibility assessment (not a formal valuation) to confirm capital alignment and execution viability.

Step 5 — Controlled Diligence & Discreet Negotiation

Due diligence and negotiations are conducted discreetly and on a need-to-know basis to preserve confidentiality and negotiating position.

Step 6 — Structuring & Execution to Completion

We support transaction structuring and manage execution milestones through to completion.

Step 7 — Post-Completion Capital Strategy

Where required, we support refinancing, reinvestment, and portfolio expansion.

2.   Seller-Side Transaction Process

Seller-Side Advisory — Capital-Led, Discreet Disposals
Esteema advises asset owners, institutions, family offices, corporates, and administrators seeking to dispose of estate and asset investments. Our seller-side process is designed to optimise pricing and execution certainty by positioning assets in a way that buyers and capital markets can support.

Step 1 — Seller Mandate, Authority & Confidentiality Parameters

We confirm authority to transact, objectives, timing, pricing expectations, and confidentiality parameters.

Step 2 — Capital-Led Asset & Buyer Financeability Assessment

We assess the asset from an institutional buyer and lender perspective, focusing on investability, leverage potential, lender appetite, scalability, and exit optionality.

Step 3 — Capital-Aligned Pricing & Discreet Sale Strategy

We advise on indicative pricing and transaction structure to ensure the asset is financeable and attractive to credible buyers.

Step 4 — Diligence Readiness & Information Control

We prepare controlled data rooms and manage information flow to reduce friction and re-trading risk.

Step 5 — Buyer Selection & Discreet Negotiation

We introduce only credible, capital-backed buyers and manage negotiations discreetly.

Step 6 — Execution Management to Completion

We manage execution through documentation, conditions precedent, and completion.

Step 7 — Post-Sale Capital Advisory

Where appropriate, we support capital redeployment and reinvestment strategy.

Why Capital-Led & Discreet Execution Matters

Capital-led execution and discretion are inseparable in complex estate and asset transactions.

Capital-led approach  ensures that assets are structured, priced, and positioned in a manner that buyers, lenders, and institutional capital will support. For buyers, this improves financability, leverage efficiency, and long-term return on investment. For sellers, it expands the pool of executable buyers, supports stronger pricing outcomes, and accelerates completion timelines.

Discreet execution protects value and certainty. Broad marketing and uncontrolled exposure often dilute pricing, invite speculation, and waste time. Esteema operates controlled, off-market, and selectively targeted processes, engaging only serious, capital-backed counterparties.

Together, capital alignment and discretion deliver faster execution, reduced risk, and superior outcomes for both buyers and sellers.