Investment Thesis & Commercial Due Dilligence
Analysis Industry concept/ End Game
Is the Market attractive?
Industry Selection
- Size
- Segments
- Value Chain: profit pool
- Growth & Growth drivers
- Key Success Factors
- Profit Drivers (Rev/Cost)
- End Game Analysis
- Landmines/Opportunities (Costs, Competition, Customers)
Is the Company attractive?
Exit Thesis:
- Consolidation potential (Buy and Build platform)
- Sustainable Niche Position
- Management/Scalability
- Stable Free Cash Flow
Is the Deal Structure attractive?
Net IRR%/year: >15-20%
- Controlling ownership
- IRR Sensitivities/Stress
testing
Can we add substantial Value?
Active Value Creation
Execution Full Potential Plan
- Board Member
- Controlling ownership
- Injection know how External Advisors & Non executive directors
> Strategic Full Potential
> Financial Full Potential
> Operational Full Potential
> Organisational Full Potential
Analysis Industry concept/ End Game
Is the Market attractive?
Industry Selection
- Size
- Segments
- Value Chain: profit pool
- Growth & Growth drivers
- Key Success Factors
- Profit Drivers (Rev/Cost)
- End Game Analysis
- Landmines/Opportunities (Costs, Competition, Customers)
Is the Deal Structure attractive?
Net IRR%/year: >15-20%
- Controlling ownership
- IRR Sensitivities/Stress
testing
Is the Company attractive?
Exit Thesis:
- Consolidation potential (Buy and Build platform)
- Sustainable Niche Position
- Management/Scalability
- Stable Free Cash Flow
Can we add substantial Value?
Active Value Creation
Execution Full Potential Plan
- Board Member
- Controlling ownership
- Injection know how External Advisors & Non executive directors
> Strategic Full Potential
> Financial Full Potential
> Operational Full Potential
> Organisational Full Potential