Special Committee Advisory

The option your fee-driven advisors can't recommend.

When a committee weighs recapitalize, sell, restructure, or wind down, every incumbent seat is paid to prefer one path. toog holds the one seat with no fee in the outcome, including doing nothing.

The fee is set before the verdict is written. It is fixed in the engagement letter before we know the answer, and it does not move afterwards. A fee that arrives regardless of what we conclude is a fee that carries no information — so it is fixed in advance, disclosed in full, and independent of what the verdict says.

Every seat at the table is paid in a way that points somewhere.

Fairness opinions, sell-side banks, and incumbent counsel are all compensated in ways that lead toward a transaction, or at least toward motion. The options that create no fee, wind-down, walk-away, and doing nothing, are the ones no one at the table is paid to raise.

Sell-side bank
Paid a percentage when the transaction closes.
Toward a deal
Fairness opinion
Paid to opine on the price, not on whether to act at all.
Toward the transaction on the table
Incumbent advisors
Compensated while the process runs and the mandate renews.
Toward motion
Management
Paid to keep the enterprise going, on its own terms.
Toward continuation
toog
Flat fee, fully disclosed. No success fee, no transaction fee, no next mandate.
Nowhere. That is the point.

What a fee-driven advisor structurally cannot put on the record.

A special committee's exposure is not the price. It is whether the process can be defended later, and toog produces the record a fee-driven seat has no incentive to create.

01

Pre-committed stop rules

The conditions under which the answer is no are written and disclosed before the verdict, not reverse-engineered to fit it.

02

The competing verdict

Every viable path is carried to full depth: recapitalize, sell, restructure, wind down, and do nothing. The chosen one is chosen against real alternatives.

03

The Inversion Test

The finding states plainly what would have to be true for it to be wrong, moving the risk from judgment to evidence.

04

Murder-Board tested

Before it reaches the committee, the verdict faces an explicit attempt to destroy it. What survives is what you read.

Async Q&A with the committee is included. The engagement letter states the fee structure in full, so the neutrality is a matter of record, not a matter of assurance.

Decision architecture, scoped to the decision.

Scope and fee follow the stakes of the decision in front of the committee, not a fixed price-tier ladder. What never changes is the fee structure.

Board-Level Decision Architecture
FeeCustom, flat
StructureZero success component
ScopeSet by engagement
TermsFee fixed in the letter, before the verdict

What it produces

  • A competing verdict across every viable path, wind-down included
  • Pre-committed stop rules, written before the verdict
  • The Inversion Test and a full source register
  • Murder-Board tested before it reaches the committee

How it is held

  • Flat fee, fully disclosed in the engagement letter
  • No success fee, transaction fee, or next-mandate incentive
  • Async Q&A with the committee included
  • The verdict is the deliverable; we do not run the process
  • The fee does not vary with the conclusion, and there is no second engagement waiting on the other side of a particular answer

This is not for every committee.

It is for the ones that want a verdict they can defend, not a document that defends a verdict already reached.

Not for you if
  • You want a document that ratifies a decision already made
  • You cannot put wind-down or doing nothing on the record
  • You need cover for the process, not a verdict on the decision
For you if
  • You want a verdict you can defend, reached against every alternative
  • You want every viable path on the record, including doing nothing
  • You treat an evidence-graded no as a fiduciary asset, not a failure

Ready for an independent verdict?

Tell us what you're deciding. We'll respond within 24 hours with scope and terms, or tell you if we're not the right fit.

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