Strategy

We have facilitated transactions in a wide range of industries around the world in both established and growth-oriented businesses. 

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In today’s highly sophisticated marketplace, simply investing and playing a passive role is unlikely to achieve the results you want.  Investors play a vital role in helping companies realize their growth potential, not simply by providing needed capital, but also by working together with existing or new management teams to maximize performance. 

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Beginning with the initial acquisition or investment transaction, we will help you make sure that your investment has its best chance of success, continuing to advise you as to potential strategic acquisitions and new initiatives like management hires.  We will help you make the companies you invest in stronger by helping you unlock their potential.

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How Can We Help?

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Identifying Opportunities:  Which companies best match your investment strategy?

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Term Sheet: Will a company agree to explore a transaction, and if so, on what terms?

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Due Diligence: Are there any issues concerning the company’s operational or legal due diligence, and if so, how can they be addressed?

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Transaction Structuring: What deal structure achieves the results you need?

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Documentation:  How can we prepare the transaction documentation to best protect your interests, as well as position the business for future growth?

Closing the Deal: How do we get to the finish line as quickly and as smoothly as possible?

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Post-Closing: How can we best protect your interests after the transaction has closed?  What must be done to effectively grow the business?