Private Equity Financial Services

Transaction deliverables typically include the following:

• Initial Evaluation
• Analysis of Industry and Market Viability
• Document Preparation

One-Page Summary
Non-Disclosure Agreement
Business Summary
Investment Summary
Financial Model & Statement Preparation
Valuation
Offering Document
Compilation of Due Diligence Materials

• Creation of Investment Vehicle

Private Equity Fund
Corporate Structure
Partnership Structure

• Market the Acquisition/ Investment Opportunity to Viable Suitors/Investors