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Malvern Investment Partners

Malvern Investment PartnersMalvern Investment PartnersMalvern Investment Partners

Preparation - Credibility - Discipline

Preparation - Credibility - DisciplinePreparation - Credibility - DisciplinePreparation - Credibility - DisciplinePreparation - Credibility - Discipline

Sell side advisory


Preparation – prior to marketing company for sale:

  • Package all information in clear, concise fashion
  • Prepare detailed historical revenue and customer analysis
  • Build a QofF (Quality of Forecast) data set for 6 to 12 months prior to initiating the marketing process
  • Build credible forecast
  • Prepare written analysis on key risk and growth areas


Interface with other company Advisors

  • Accountants, attorneys, wealth advisors, QofE advisors
  • Assist sell-side investment bank in drafting CIM and marketing the company


Transaction Work

  • Manage data room and data flow
  • Manage due diligence process
  • Assist with legal documentation review

  • Deal Elements
  • Uniqueness
  • New Book: Credibility

MALVERN INVESTMENT PARTNERS

114 N. WAYNE AVE., WAYNE, PA 19087

610-420-2868 | DFASTUCA@MALVERNIP.COM

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