Investment Process

We encourage contact from business owners, companies, management team members, financial entities and intermediaries in touch with the marketplace. Our investment process is built on a value-oriented approach, calling upon a thorough and rigorous investment discipline. Our investment process begins after the signature of a confidentiality agreement and takes approximately ninety-days, as outlined in the following steps:

Preliminary Assessment

• Review of business plan and competitive positioning
• Review historical and pro forma financial information
• Screen for preliminary financial qualification
• Assess business leadership and management
• Analyze current business model against growth potential
• Test business assumptions for value accretion expectations

Working Agreement

• Execute exclusivity agreement
• Invite investor partner(s)
• Agree on a joint agreement for a value accretion plan

Due Diligence and Preliminary Investment Proposal

• Provide due diligence questionnaire
• Submit preliminary investment proposal
• Select senior and sub-debt lenders
• Perform on-site due diligence
• Review third-party competitive intelligence reports
• Review lending proposals
• Draft purchase agreement

Investment Closing

• Execute final purchase agreement
• Execute all other legal documents necessary to close the transaction (dry close)
• Release capital per schedule of the dry close (wet close)