ndersen.xyz

Direct deals & platforms

How I look at direct deals and platforms with principals

I work with private equity funds and family offices on direct deals and platforms where there is already something real: customers, assets, or a strong engine that deserves better capital and execution. I am not a broker; I am selective on what I spend time on.

Focus: real-economy businesses, platforms, and income-generating strategies · ticket sizes from c. $5–10m+ · situations where a serious principal is already at the table.

What a good opportunity looks like

The business

  • Real revenue and customers; ideally multi-year behaviour on cash and unit economics.
  • Clear underlying engine: lending book, recurring service, or asset-backed cash flows.
  • Management who are either sharp and under-resourced, or capable but mis-focused – not absent.

The situation

  • Capital need tied to something specific: growth, working capital, acquisition, or repair.
  • Room for value creation through better structure, pricing, working capital, or funding – not just multiple expansion.
  • A principal or sponsor who can move if it makes sense, not a beauty parade.

Types of deals and platforms

The exact form varies, but most relevant opportunities fall into one of these buckets.

Operating companies

  • Established SMEs and mid-market businesses with tangible offerings.
  • Sectors where working capital, logistics, or pricing are central to value.
  • Sponsor- or family-owned, with openness to a more disciplined operating system.

Platforms & real-economy credit

  • Non-bank lending and funding platforms with a real portfolio, not just a deck.
  • Asset-backed or structured-yield strategies where I can touch the underlying cash flows.
  • Scope to design or refine the capital stack around the engine.

GCC-linked situations

  • Companies or platforms entering or scaling in the UAE/GCC where on-the-ground execution matters.
  • Principals seeking structured exposure to GCC cash flows anchored in real operations.
  • Cases where my operating infrastructure and network in the UAE provide actual edge, not just introductions.

What is not a fit

  • • Idea-stage start-ups without customers or capital.
  • • Crypto tokens, FX schemes, and products that rely primarily on leverage.
  • • Brokered deal lists with no clear principal or sponsor in the lead.
  • • Opportunities where the real objective is marketing or publicity rather than durable cash generation.

How to send a deal or platform

To keep things efficient for everyone, please send a short, sharp note rather than a data dump. If it is interesting, we can follow up with deeper material.

One email, five points

Email connect@ndersen.xyz with:

  1. One-sentence description of the business or platform.
  2. Stage and scale today (revenue, EBITDA or unit economics, and any existing facilities).
  3. The situation and ask (buyout, growth, recap, structured capital, etc.) and approximate ticket size.
  4. Who is involved today (owners, sponsors, key lenders) and who you represent.
  5. Why you believe it compounds capital for a serious principal over a 3–7 year view.

I will not share materials outside my immediate circle without your permission. If there is a conflict or misalignment, I will say so directly.

For PE funds

If you are a sponsor or investment professional, I am most useful where there is a specific platform or company you are already close to – either as an existing portfolio company or a live potential acquisition.

I can help pressure-test the engine, shape the value-creation plan, and, where appropriate, stay involved on the operating / capital side post-close.

For family offices

If you are a principal or CIO/CFO, I am most useful when you want a disciplined, sceptical view on direct deals and income sleeves, without building a large internal team.

I care about whether you will be happy with the asset in five years, not just whether the deck looks clean today.

Ready to discuss a specific opportunity?

Send the overview email above to connect@ndersen.xyz. If it fits my remit and bandwidth, I will come back with either a clear "no" or a specific proposal for how I can be useful.

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