Originating Proprietary Family Business Direct Investments
We have a proven process supported by a proprietary database covering ~30,000 family-controlled businesses and ~33,000 other middle market companies in the twelve (12) industry segments in which we can help clients originate and complete direct investments. These are businesses with $25MM to $3B of revenue. Our proprietary database can be used for: (i) add-on acquisitions for existing businesses, (ii) new direct investment strategies or platforms, and (iii) industry strategies developed by FODIS. Our service capabilities include: (i) development of direct investment plans or acquisition strategies, (ii) identification and follow-up on proprietary direct investment opportunities, and (iii) transaction support, including negotiation, due diligence, financing, closing and post-closing corporate development assistance. We use this proprietary database and research to assist our clients with originating direct investments on a negotiated basis, enabling them to bypass participation in auction processes. Please contact us for a free demonstration of our powerful research database.
Enhancing Financial Performance & Governance
Our team of experienced operating partners and corporate development professionals can assist with professionalizing research tools & capabilities, performance assessment & planning, business growth & development, and oversight & governance for both existing and acquired businesses.