Teaser/Private Introduction
It all begins with an idea.
Who Are You?
Historic Financial Summary
Balance Sheet
Margins
Scale
Growth Rate
Geographic Region
Nature of the Business
Leadership
What Do You Want?
Transaction Types
Growth Partnership
Legacy Transition
Legacy Buyout
Partnership Priorities
Information Package
It all begins with an idea.
Who are you?
Market Position
Value Proposition
Ownership Structure
Cap Table
Legal Entities
Company History
What do you do?
Working Capital
Team
Offerings
What else?
Forecast
What do you want?
Partnership Priorities
Q&A
It all begins with an idea.
Who are you?
Pricing
Competition
Executive Team
Culture
What do you do?
Customers
Supply Chain
Sales & Marketing
Operational Processes
Financials
Labor
What else?
Growth Initiatives
Seasonality
Funnel/Backlog
What do you want?
Transaction Priorities
Liquidity
Post-close Role
Risk
Vision
