Investments involve a multi-step process which generally can be completed in 60-90 days.
- Transaction Origination -
- Leverage firm relationships in a wide variety of industry sectors
- Evaluate opportunities referred to Endurance by management teams, private equity firms or investment bankers
- Due Diligence Phase -
- In depth review of a company's business plan, competitive position, management team and financials
- Leverage network of industry relationships to assist in targeted areas
- Involve third party resources (such as legal, accounting and insurance)
- Transaction Execution, Structuring and Financing -
- Structure transaction to optimize tax benefits for buyers and sellers
- Selectively involve financial partners to provide additional transaction financing
- Post-transaction Involvement -
- Generally, take an active role at board level
- Recruit additional management talent, if necessary
- Assist with establishing reporting protocols and develop best practices
- Develop acquisition program, if appropriate