Capital, operating role and exclusions narrow the search before individual businesses are considered.
Arrow = named dependency+ Select a record
Scroll to move through chapters. Select a record to examine the connection.
01 / 03
The engagement / 01
A brief with boundaries.
Define your region, revenue range, available equity and exclusions. A focused brief saves time and makes opportunities comparable.
The engagement / 02
Look beyond the figures.
Examine customer concentration, earnings quality, investment needs and dependence on the current owner. Initial appeal is no substitute for due diligence.
The engagement / 03
Think beyond completion.
Leadership, employees, systems and customers need continuity. A plan for the first few months belongs in the acquisition preparation.
