Investment Process

Our streamlined approach ensures efficient evaluation and execution of investment opportunities while maintaining rigorous due diligence standards.

We leverage our global network and sector expertise to identify compelling opportunities across our target markets. Our boutique size enables swift preliminary evaluations and direct access to decision-makers.

We leverage our global network and sector expertise to identify compelling opportunities across our target markets. Our boutique size enables swift preliminary evaluations and direct access to decision-makers.

We evaluate each opportunity through multiple lenses: market position, growth trajectory, management capability, value creation potential and sustainability considerations. Our team assesses both immediate opportunities and long-term exit potential.

Our comprehensive evaluation process typically spans 8–12 weeks, encompassing three core areas

We thoroughly assess market dynamics, competitive positioning and growth opportunities. This includes a detailed analysis of sector trends, regulatory environment and potential market expansion paths.

Our team performs in-depth reviews of historical performance, working capital requirements and future projections. We focus on identifying key value drivers and potential areas for operational enhancement.

We evaluate current operational efficiency, existing technology infrastructure and potential improvement opportunities. This includes assessment of ERP systems (SAP, Oracle, Microsoft Dynamics), operational processes (including ISO certifications and quality management systems) and organisational capabilities through Workday HR analytics and succession planning frameworks.

Our investment process follows a structured yet flexible timeline from initial contact to completion

Phase 1

Initial Assessment

A focused 2–3 week period for preliminary evaluation and alignment of interests.

Phase 2

Due Diligence

Comprehensive 8–12 week analysis covering strategic, financial and operational aspects.

Phase 3

Documentation

Efficient 4–6 week period for transaction structuring and documentation.

Phase 4

Closing

Final 2–3 weeks for completion of legal requirements and closing procedures.