Mergers and Acquisitions
Invest Your Money with Confidence

The 3-Phase Private Equity and Activist Strategy


There are critical paths to follow in a mergers and acquisitions process. In the SBI private equity and investor strategy, we provide a thorough screening and due diligence process that is critical for maximizing ROI and minimizing risks associated with investments and leveraged buyouts (LBOs). As a result, we enable a strategic value creation plan specific to each portfolio company.


Phase 1: Screening

Testing the investment thesis quickly.


Phase 2: Due Diligence

Make the right investment decisions.


Phase 3: Value Creation

Accelerate value realization for an investment.


SBI’s Private Equity Quarterly Update


Every quarter SBI conducts dozens of engagements on behalf of private equity firms. These engagements range from diligence, sign to close, to post close value creation work. This gives us unique insight into the before and after of deals across a wide cross-section of companies. We will aggregate and publish these insights on a quarterly basis.  Download the latest issue: SBI PE Quarterly Update Q2 2018