Process
Our investment process has six distinct phases:
- Proactive Deal Sourcing & Initial Assessment
- Leverage industry contacts to secure off-market deals
- On-site assessment
- Rigorous Due Diligence & Underwriting
- Engineering/environmental review
- Assess capital improvements
- Risk assessment
- Identify exit strategy
- Flexible Structuring & Financing
- Financing terms compatible with exit strategy
- Favorable operating agreements
- Investment Committee Approval
- Unanimous consent of all members required
- Value Creation Process
- ROI analysis for each additional $ spent
- Revenue enhancement strategies
- Cost controls
- Divestiture
- Disciplined yet opportunistic
- Capital market awareness
- Supply/Demand awareness