Purchase Process
Source and screen companies that fit the investment thesis, leveraging proprietary sourcing channels, relationships, and thematic research to originate off-market opportunities.
Engage sellers through initial commercial and financial diligence.
Submit a non-binding Indication of Interest (IOI) or Letter of Intent (LOI), including proposed valuation, transaction structure, and outlined next steps for the acquisition process.
Conduct a comprehensive due diligence process following IOI or LOI (commercial, financial, legal, tax, and operational).
Develop a detailed value creation plan outlining key initiatives, synergies, and growth levers.
Negotiate and execute definitive transaction agreements with owners, and close the acquisition.
Drive value creation through disciplined execution of integration plans, talent retention, commercial and inorganic growth, as well as operational initiatives.