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
