• Deal Structure  

  • Lead or Co-Lead

  • Conservative capital structure with reasonable leverage

  • Management incentives through  meaningful ownership stake

  • Board and Committee participation

  • Significant Involvement after Investment

  • Marketing: The firm works closely with management to expand product offerings, develop new markets, increase distribution and generate new customer leads

  • Finance: To optimize capital structure, financings, refinancings, accounting controls, risk management, reporting and cost containment and reductions

  • Strategy: To focus on new products, competitive positioning, market expansion, asset utilization, prioritizing capital projects and securing key resources

  • Organization and Management: To optimize management structure, complement management with new hires or promotions, and supplement management per above  


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