Discuss a principal mandate.
Engagement is selective. Initial correspondence should identify the counterparty, institutional condition, decision required, authority available and relevant timing.
Principal executive and institutional enquiries.
Exploratory discussions are treated discreetly. Confidential material should not be sent before an appropriate basis for engagement has been established.
For a CEO, COO, transformation, turnaround, special-situations, Chair or board mandate, please identify the ownership context and the condition that requires intervention.
Windmill Family Office
WFO, private-bank and family-office matters should be directed through the Office’s separate contact route.
A controlled route from initial fit to informed diligence.
- Initial discussionEstablish the institutional condition, required outcome, timing and decision-maker.
- Mandate definitionClarify authority, reserved matters, constraints, reporting relationship and the intervention the board is prepared to support.
- Conflicts and availabilityConfirm capacity, institutional separation and any matters requiring governance before appointment.
- Evidence accessFollowing appropriate confidentiality arrangements, provide a dated CV, evidence index and supporting material proportionate to the mandate.
- ReferencesPublic professional recommendations can be reviewed directly; confidential referee conversations and formal-report extracts are arranged selectively and with appropriate consent.
Material claims are supported, as applicable, by contemporaneous records, formal appraisal reports, public recommendations, transaction reporting and other third-party evidence. Confidential or transaction-sensitive material should not be sent through an initial email.