Process Introduction

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Phase I - Get An Offer

Phase II - Diligence

Phase III - Integration

Acquisition Process

PHASE I - OPEN

Overview

  • NDA

  • Financial Request

  • Recast with Potential Offer

Case Study

  • Recast

  • Value

  • Offer

Fit/No Fit For Full Acquisition

Fit → Move To Phase II

No Fit → Alternatives

  • Partial Equity Investment

  • Introduce A Broker

  • Exit Alternatives

PHASE II - DUE DILIGENCE

Overview

  • LOI

  • Operations Audit

  • Purchase Agreement

Case Study

  • Price and Terms

  • Legal and Finance DD

  • Purchase Agreement Punch List

Fit/No Fit For Full Acquisition

Fit → Move To Phase III

No Fit → Alternatives

  • Partial Equity Investment

  • Introduce A Broker

  • Exit Alternatives

PHASE III - POST-INTEGRATION

Overview

  • Day 1

  • Transition

  • Quarterly Meetings

Case Study

  • Hand off operations

  • Transition relationships

  • Board or advisory meetings

Fit/No Fit For Full Acquisition

Fit → Move To Exit

No Fit → Alternatives

  • Partial Equity Exit

  • Invest in Talent

  • M&A Activity