Private Equity Investing

We implement a unique, strategic approach above and beyond most private equity funds in how we target, source & operate our private equity investments.Our unique access to private, off-market deals in the lower middle-market gives our limited partners greater exposure to untapped private equity investment opportunities.

Most private equity investments involve extended time horizons, focusing on long-term investing results over short-term profits. However, with an active ownership focus combined with financial leverage, private equity investing *can produce higher returns than typically experienced in public equity markets.

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Our Process & Focus

Private Equity Firm Target Criteria & Process

Target Research

We research global private and publicly traded companies, looking for trends and opportunities, as well as alpha among individual private company targets. In doing so, we align the ideal target profile for both our on and off-market target development, seeking the best fit among our potential portfolio companies.

Proprietary Sourcing

Deep research across our private equity firm target markets, with exposure to directly-sourced deals through our M&A broker platforms at MergersandAcquisitions.net and InvestmentBank.com. In addition, our internal private equity firm’s existing company relationships and deal sourcing process allows us to directly source off-market targets. Unlike some smaller private equity funds, our investment sourcing team do not require assistance from outside business development company assistance when seeking target acquired companies.

Target Outreach

Confidentially connect with and engage targets with an eye toward preparing for management discussions and an eventual transaction among various potential sellers.

LOI Negotiations

Present private equity firm target with offer letter via Letter of Intent (LOI), negotiating high-level deal points to be included in closing.

SPV Capital Calls

Connect with and source SPV (special purpose vehicle) investment dollars in preparation for closing with target acquisition.

Legal Counsel

Work with legal council and accounting to perform enhanced negotiations on the definitive agreement while the due diligence team works on target acquisition(s) vetting.

Due Diligence

Negotiate through the definitive agreement toward a mutually-agreeable closing among buyer and seller. Structure capital stack in preparation for close.

Target Integration

As direct fund managers, our team will work with selling management and sponsor executive management to execute on pre-approved transition plan.

Ready for a unique private equity investing experience?

Contact us today for a personalized demo and discover how InvestNet can empower your private equity portfolio.

A Message from Our founder

Connect with us regarding your private equity investing goals

“ In private equity, it's not just buying and selling companies; it's about working to improve companies.”

David Rubenstein

Chair of the Board of trustees, the Brookings Institution

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