Capitalize Network

Pre-Transaction Preparation for IB Client Referrals

  • Highly experienced staff
  • Unique service offerings
  • Disruptive tools and processes

Buy-side Client M&A Strategy & Process

  • >10 yrs. Enterprise-level M&A experience
  • Proven track record
  • Proprietary target analysis software/process

Diligence Facilitation

  • >10 yrs. Enterprise-level Diligence experience
  • Significant Diligence cost and labor savings
  • Audit, Compliance, Project Tracking

Integration Facilitation – Buyer Referrals

  • >10 yrs. Enterprise-level Integration experience
  • Significant Integration cost and labor savings
  • Project resource, cost and schedule tracking

Pre-Transaction preparation for IB client referrals

  • Receive a referral fee for each client retained for pre-deal preparation
  • Screen more clients by leveraging outside resources (no cost to your IB)
  • Increase your deal pipeline
  • Avoid wasting time on non-deal ready clients

Leverage resources for Buy-side M&A Strategy and Processes

  • Retain critical decision making, analysis & evaluation while using better data
  • Leverage outside resources to take on and close more deals per year
  • Improve realization of Buy-side client Deal Rationale and Synergies
  • Connect the process and teams from Search to Diligence to Integration

Due Diligence Facilitation

  • Lower the man-hours for Diligence by your Investment Bank by ~40%
  • Save your client ~33% of their cost of Diligence
  • Start Diligence with project costing, resourcing, scheduling and tracking
  • Improve your process over time with better training, tools and analysis

Integration Facilitation – Buyer Referrals

  • Receive a referral fee for each Buyer retained for Integration Facilitation
  • Lower the cost of Integration for the Buyer by ~33%
  • Buyer Integration – project costing, resourcing, scheduling and tracking
  • Improve realization of Buyer’s Deal Rationale and Synergies
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