Phase 1: Screening

Due diligence is critical before committing to an investment, but even due diligence requires its own commitment. Time, people, money – how can you screen an acquisition target to see if it’s worthy of your further investment? And, in the process, how can you reduce your broken-deal expenses?

 

SBI’s screening work helps private equity, activist investors, limited partners, banks and strategic buyers clarify the viability of an investment hypothesis in one to ten days.

 

  • Value creation plan
  • Upside risk
  • Risk hypothesis

 

If the initial screening process is favorable, then it’s time to move on to our second stage, Phase 2: Due Diligence.