Acquisition Scope – in conjunction with company management, craft a well-defined acquisition strategy that assesses the competitive landscape and potential ‘gap’s in the company’s current offerings. Help the team refine “where we want to hunt” and it’s investment criteria (investment size, company size, control, location, etc.). Develop effective outreach materials and message that will generate deal flow.
Generate Deal Flow – source opportunities by 1) contacting firms directly, 2) utilizing a network of advisors - investment banks, brokers, lawyers, and accountants, 3) contacting PE/VC funds. This will likely include emails, phone and video calls, and in-person meetings.
Maintain Opportunity Pipeline – ensure all relevant data is captured in the opportunity pipeline that’s easily accessible by the team members.
Opportunity Evaluation - assist with screening opportunities.
Deal Work – at the appropriate time be available to assist with drafting or reviewing IOIs and LOIs. Be available to help with due diligence, negotiation and documentation.
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