ScP Buyer Analysis
WE EXAMINE PAST HOLDINGS, CURRENT HOLDINGS, TEAM EXPERIENCE AND MATCH BEST ATTRIBUTES.
Our Relationship: (Existing, New – Primary Originator)
Client Name:
AUM :
Company Background:
Investment Lead Contact:
Proposed Participants On Initial Call:
Background links:
Asset Experience Review (companies owned) :
Current Portfolio :
Historial Portfolio :
Average Investment hold period :
Potential Strategic alignments:
Other Considerations Assessed:
Historical Typical Valuation Range paid :
Capital Capability:
Overall Core Competencies:
Visits to Potential Target Companies:
Company Visits _____ per month, Approximately
____ companies per year.
Approximately ______ LOIs to companies per year
Buyers Expectations (range) on Valuation Multiples for this type of Target:
Typical/ historical valuation paid:
Preferred Structure:
Management Style:
Other resources:
