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.

 

INDUSTRY
STRATEGY AREA
CONTENT TYPE
Company Self-Evaluation Tool
August 21 2019
Company Self-Evaluation Tool
VIEW
Inside Sales Sniff-Test
August 19 2019
Inside Sales Sniff-Test
VIEW
Customer Experience Interlock Tool
August 13 2019
Customer Experience Interlock Tool
VIEW
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SBI's March 2019 Private Equity Newsletter
Q1 Research Report for Private Equity Execution gaps threaten the 2019 strategy for your portfolio companies. The gap between strategy and execution is where value creation dies. Slow, fragmented execution is a recipe for a low exit multiple or even loss. SBI’s research has...
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