The professionals who helped sell the business are not automatically the right people to manage the proceeds. Deal counsel, tax advisors and investment advisors answer different questions, and the months after a closing are when those roles need to be distinct.
An independent investment review can sit beside the transaction work rather than replace it. The useful question is whether anyone is looking at the new portfolio as a portfolio — risk, liquidity, taxes and purpose — rather than as leftover cash from the sale.
The person who negotiated the deal is not automatically the person who should design the next twenty years of the balance sheet.
A complimentary review at Gold Coast Capital Management is meant to put that investment question on its own page.
