Talk to our financial professionals. The first part of this work plan discusses the tasks required to get committed financing while the second part relates to the tasks involved in each individual acquisition. Your Rollups Team is critical in helping your effort. Any investor you contact will be looking for an offering memorandum which explains why they should commit capital to your strategy. This memorandum should contain detailed information regarding the existing platform, management team, strategy, industry and its competitive dynamics and valuation analysis for typical acquisition targets.
Highlights Describe the advantages of the company and benefits of investing in the deal.
This section should demonstrate that the industry is ripe for a rollup strategy. Competitive Landscape of Industry Market Shares Valuation Analysis Precedent Transactions Financial Overview General Platform Overview Revenue Analysis Operating Expenses Capital Expenditures Balance Sheet Be sure to research the investment criteria and experience of the equity sponsors that you plan to contact. Obtaining the backing of a sponsor is an arduous process because the sponsor accepts the most risk for buying into the idea. While most sponsors see hundreds of investment ideas each year, there is a lot of capital out there looking for good investment opportunities. After receiving committed capital from an equity sponsor, you have the capital to search for acquisition opportunities.