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Underwriting & Closing Deals

Screening Opportunities

Getting a Deal Under LOI

Diligence Phase

Master list of search fund due diligence providers – available upon request

Investor Communication

Pre-LOI deal investor summary – Example – available upon request

Post-LOI deal investor summary – Example – available upon request

Final CIM – Example – available upon request

Business Planning

Lender Engagement

Deal Negotiation

Deal Structuring

Sector Focused Observations

Software & Technology


Migrating from Licensed On Premises Software to SaaS 

Churn Rates


Market Research & Sourcing Search Targets



Sector Insights


Services to Healthcare Companies