Investment Process
1. Pre-acquisition
- Develop strategy and key priorities
- Develop financial case for investment
- Develop exit strategy pre-acquisition
- Select management team
2. Build vision and consensus
- Agree plan with management
- Strategy and financials
- Agree initiatives and milestones
- Identify additional sources of value creation
3. Implement plan
- Allocate resources to the transaction
- Set targets and metrics for delivering business case
- Implement systems to monitor metrics (both financial as well as other KPIs)
4. Drive and deliver results
- Continuously track key financial and other metrics
- Drive existing initiatives
- Develop additional initiatives
- Continuously work with management to further develop and refine the strategy and drive results