DEAL TEAM ANALYSIS | INVESTMENT COMMITTEE REVIEW | LEGAL DUE DILIGENCE & DOCUMENTATION | EXECUTIVE COMMITTEE REVIEW | TRANSACTION CLOSED |
- Fundamental analysis including credit risk and liquidity
- Technical analysis of market trends and industry
- Evaluation of management team integrity and experience
- Corporate structure evaluation
| - Consists of 5 senior professional members and two analysts
- Seeks to identify all relevant risks and mitigants in the investment
- Consensus required (three members for a quorum.)
| - 5 member in-house legal team
- Legal industry expertise to evaluate and structure transactions
- Engage and supervise outside counsel for transactions when necessary
- Consensus required
| - Consists of 3 of the Firm's 4 partners
- Evaluate the timing of the investments and portfolio capacity
- Makes adjustments to positions to manage risk
- Consensus required
| - Transaction has passed all 5 steps
- Final documents are executed and investment is made
- 8 person consensus
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