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.

 

Sales Strategy
How Private Equity Firms Accelerate Growth
Private equity firms feel stress at the beginning of each quarter. You need your portfolio companies to make the number. As a board member, you are constantly asking yourself, “how can we accelerate our growth rate?”  This post is focused on helping...
Read More
Marketing Strategy
Will You Survive Private Equity Ownership?
Chief Marketing Officers are in a position to thrive under Private Equity (PE) ownership. PE firms invested because they want the upside, and marketing is a key ingredient to revenue generation.    Chief Marketing Officers who help PE firms create value in...
Read More
Go-To-Market Strategy
7 KPIs to Evaluate Go-To-Market Effectiveness
Evaluating the effectiveness of a Go-to-Market (GTM) strategy, and the team driving it, is a challenge. How do you know if you have the right GTM strategy?  Here are 7 KPIs a CFO can use to assess their GTM plan...
Read More
Sales Strategy
How to Double Your Organic Revenue Growth
Joining us as our guest expert is Jason Close, a key member of the team working behind the scenes of the successful Global Payments growth story. Global Payments literally doubled their revenue growth in a short period of time. Jason is here to...
Read More