Process

the process

Develop An Investment Thesis

  • Target industry
  • Why you
  • Value creation potential

Find The Company to Buy

  • Brokers
  • Direct to owners

Negotiate Indication of Interest

  • Price
  • Multiple
  • Key terms
  • Seller note
  • Real estate

Identify Capital Partner

  • Candidates
  • Pitch
  • Terms

Conduct Due Diligence

  • Financial
  • Legal
  • Business
  • Other
  • Tax
  • Environmental

close

  • Negotiate and execute purchase agreement

Timing

  • Total timeframe from start to closing: 6-14 months
  • Expected time commitment per week ramp up: 15-20 hours per week
  • Expected time commitment per week active deal: 40-50 hours
  • Expected time commitment per week post close: fulltime position