From first call to closing.
What to expect when you bring us an opportunity. Each opportunity is evaluated on its own merits and timetable.
- Step 1 · Initial contact
First conversation
A call or email with the summary. We say quickly whether it fits our focus and criteria, and if it does not, we say so.
- Step 2 · Initial review
Initial review
We read the materials, ask direct questions and decide whether to go further. Nothing is shopped or shared beyond our advisers.
- Step 3 · After the initial review
Indication of interest
A clear statement of the role, structure and terms we propose, and what we still need to confirm.
- Step 4 · Weeks, set by the deal
Diligence
The business plan, legal documents, property or company detail and the sponsor's record, with outside advisers where needed.
- Step 5 · Alongside diligence
Decision and documents
A final decision by the principal, and operating, partnership or purchase documents negotiated in plain terms.
- Step 6 · At closing, then for the hold
Closing and after
Funding at closing, then regular reporting and an available partner for as long as we hold.