How we evaluate and execute an investment
A structured, seven-step process from first conversation to closing.
Initial Conversation
A confidential discussion to understand the opportunity, your objectives, and whether it fits our investment focus. A brief overview is enough — no full deck required.
Preliminary Review
We assess the opportunity against our criteria: sector fit, cash-flow durability, market position, management, and indicative valuation. We respond promptly either way.
Indicative Terms
If we want to proceed, we set out the outline of a potential transaction — structure, valuation range, and key conditions — so both sides align before deeper work begins.
Due Diligence
A thorough, discreet examination of the business or asset — financial, legal, commercial, and operational — supported by independent advisors where required.
Structuring & Terms
We finalise the transaction structure, definitive terms, and governance arrangements, working toward an agreement that serves the long-term health of the investment.
Investment Committee
The completed opportunity is presented to our Investment Committee for review and approval under the firm's defined authority levels.
Closing & Partnership
Legal completion and funding — and the start of the partnership. Post-closing, we stay engaged as a supportive, long-term owner alongside management.