Assessment and due diligence will primarily consist of research and interviews to test the investment hypothesis. SBI will provide a critical perspective on GTM strengths and weaknesses of the target investment. Risks will be outlined, and mitigation plans will be developed. A 100-day execution plan to improve the GTM outlook will be provided.
Value is created by strategic implementation of SBI’s Revenue Growth Methodology. Based on the investment thesis, a customized GTM strategy and execution plan is developed to capture value within the portfolio company.
SBI partners with companies, investment banks and PE firms to ensure maximum value is realized at time of sale. Messaging and analysis will be carefully crafted for inclusion in the CIM to instill confidence in the value creation opportunities and the capabilities of the GTM team.