OUR APPROACH

WHAT WE LOOK FOR

To acquire majority stake in one leading company with revenues over $5 million and the following attributes:

  • Stable and predictable, and likely to be repeated in the future.

  • Operating margin over 15% and earnings positive.

  • Presence in a large and growing market.

our DIFFERENTIATED Investment approach

invenio cp

  • Long-term growth and stakeholder value creation.

  • Unique focus and aligned interests.

  • Are critical to business continuity.

  • Long-term inclusive growth.

  • Active management – entrepreneur becomes operator.

  • Flexible, quick and focused.

PRIVATE EQUITY

  • Maximize return for investors in within the next 5 years.

  • One in several investment portfolio companies.

  • Cost cutting usually means job cuts.

  • Financial engineering and cost cutting to maximize returns.

  • Passive approach.

  • Complex – usually negotiating multiple transactions at once.

STRATEGIC BUYER

  • Inherit parent company’s strategy and culture.

  • One business segment of a larger parent company.

  • Duplicated roles and may not integrate to parent company.

  • Integration and cost cutting.

  • Highly influenced by parent company’s management.

  • Usually slower –protective of parent company interests.

INVESTMENT PROCESS

  • Preliminary analysis

    | 1 to 3 weeks |

    Industry assessment, business model review and financial analysis

  • Letter of Intent

    | 1 to 2 weeks |

    Preliminary valuation exercise and summary of transaction key terms

  • Due Diligence

    | 6 to 12 weeks |

    In-depth review of financial, legal, commercial and tax matters, among other

  • Negotiation phase

    | 2 to 3 weeks |

    Share/Asset Purchase Agreement negotiation

  • Closing

    | 2 to 4 weeks |

    Signing of legal documents and transfer of funds

Get in touch –

If you know of a business owner who might be interested or simply want to learn more about what I am working on, I WOULD LOVE TO HEAR FROM YOU!