- Initial Review and Response Commitment to Seller
After reviewing summary information or speaking with management, we quickly assess whether a company represents an appropriate acquisition opportunity and will respond promptly. Assuming the opportunity meets our Investment Criteria, our objective is to quickly provide the seller with a preliminary expression of interest.
- Due Diligence
Our investment team will quickly and efficiently conduct due diligence, including, but not limited to:- Conducting market and industry research
- Reviewing products and services
- Analyzing customer and vendor relationships
- Analyzing historical and projected financial information
- Performing legal due diligence
- Transaction Structure
Lion Equity’s Principals have experience with a variety of transaction structures including asset sales, stock sales, going private transactions, corporate carve-outs, and other sophisticated financial and tax-related structures. As a private investment firm, we have the flexibility to design the optimal structure to achieve the seller’s objectives.
- Decision Making Process
Lion Equity does not have formal review committees that will slow down the acquisition process. The Principals make all transaction decisions, which allows us to move efficiently and quickly throughout the process.
- Commitment to Closing
We understand that unforeseen issues or complexities may arise during the acquisition process. Lion Equity’s Principals have substantial experience navigating these issues and will remain committed to closing the transaction.
Lion Equity understands the time-sensitive nature of a sale process and will respond promptly to all acquisition opportunities. We carefully select the businesses we evaluate and do not move forward unless we have a high level of confidence that the company fits with our objectives and core competencies. We understand that, in addition to price, a seller also values speed and certainty of execution.