Oregon Mountains
Transaction Process

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