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: