| #1 Identify Transaction |
30-45 Days
- Complete Review of Company
- Review Industry
- Meet Key Management Players
- Assess Fit and Need
- Execute NDA and Non-Circumvention Agreement
|
| #2
Review
Transaction
|
| #3
Engagement |
120 Days
- Execute Fee Agreement
- Retainer
- Due diligence
- Develop presentation to lenders
- Leverage FDC relationship database
- Share progress
- Secure Financing
|
| #4
Presentations |
| #5
Financing |
| #6
Close
|
30 Days
- Complete Transaction
- Ensure Success
- Periodic Follow-Up
|