Templates
Private Equity
Private Equity Deal Sourcing Process
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Private Equity Deal Sourcing Process

Streamlined process for private equity deal sourcing, combining strategic market analysis, due diligence, and integration for successful transactions.
1
Identify potential investment sectors based on market trends
2
Define investment objectives and strategy
3
Identify potential target companies
4
Collect and analyze financial data of potential target companies
5
Perform initial due diligence on selected targets
6
Approval: Initial Due Diligence
7
Prepare financial models and investment theses
8
Present investment theses to investment committee for initial feedback
9
Approval: Investment Committee
10
Initiate discussion with potential target management team or owners
11
Prepare Letter Of Intent (LOI) outlining deal structure and terms
12
Conduct in-depth due diligence including financial, legal, operational and IT due diligence
13
Negotiate deal terms with target company
14
Draft and finalize Purchase Agreement
15
Approval: Purchase Agreement
16
Get transaction approved by the regulatory authorities, if necessary
17
Close the transaction and transfer funds
18
Plan and initiate post-transaction integration activities