Capabilities
Transaction Execution and Operational Value Creation
The firm's capabilities are organized in two practices, Transactions and Operations. Each may be engaged independently or together.
Transactions
The Transactions practice leads each investment from origination through closing, working closely with owners, counsel and capital partners.
- 01
Originating opportunities directly
Through situation mapping, research, relationships and intermediaries.
- 02
Screening and evaluating
Preliminary models and written screening memoranda.
- 03
Conducting due diligence
Financial, legal, tax, title, market and physical.
- 04
Valuing and structuring
Entry valuation, projected cash flows and capital structure.
- 05
Negotiating and executing
Term sheets, letters of intent and definitive agreements, alongside counsel.
- 06
Securing investment approval
Against a written investment thesis covering risks and returns.
Operations
The Operations practice works closely with ownership after acquisition to strengthen the asset's operating foundation and long-term value. The objective is durable operating improvement, not returns that depend on leverage.
Executing the first hundred days
Stabilization, cure and repair, and resolution of obligations carried over from the transaction.
Improving operating performance
Revenue, occupancy, cost structure and operating controls, measured against a written plan.
Repositioning for exit
Strengthening the asset's market position and timing its exit.