Scope of Services

Sourcing & Screening    more >

  • Provide PE deal sourcing through our extensive network of capital and service providers, PE funds, intermediaries and other sources

  • Serve as a “business development arm” of a client to harvest the client’s network of sources

  • Screen investment opportunities to identify those that meet the client’s stated investment goals
  • Deal Evaluation & Execution    more >

  • Provide a systematic process for reviewing investment opportunities

  • Offer objective investment advice, identify key risks and concerns, validate investment thesis and key investment drivers, evaluate business and financial models, and provide due diligence and/or support and oversight of third party due diligence

  • Provide deal evaluation in multiple formats: formal presentations, investment memorandum or informal feedback

  • Structure and negotiate investment to meet client objective
  • Monitoring & Management    more >

  • Offer monitoring and management services for client portfolio companies

  • Serve as a clients representative or advisor on the boards of portfolio companies

  • Provide management reviews and assessments and assist in the recruitment of supplemental or replacement management

  • Assist in identifying the need for and engagement of third party consultants and service providers
  • Restructuring & Monetization    more >

  • Assist in the decision whether to invest fresh capital into an underperforming investment to help avoid the mistake of “good money after bad”

  • Review existing portfolio companies to determine whether to HOLD or SELL

  • Identify and negotiate an exit with a buyer and the portfolio company’s sponsor

  • Facilitate the engagement of investment banks or identify potential secondary buyers