END-TO-END PROCESS FRAMEWORK
INITIAL MEETING
During our first meeting, we will establish rapport and discuss the history of the business, as well as your goals for the transaction and ownership transition. Together, we will take the first steps on outlining what a potential partnership approach will look like and how Jadwin Capital’s resources align with your goals. We will also address any questions you may have on the investment process.
PRELIMINARY ANALYSIS
We will conduct an initial review of your company’s financials, operations, and growth opportunities. We will continue to build rapport and fine-tune what the value creation plan will look like for the company’s next phase of growth.
PROPOSAL
We will present a customized proposal that outlines key transaction terms, timelines for closing the transaction, and key terms of our partnership.
DUE DILIGENCE AND TRANSACTION DOCUMENTATION
At this stage, our team will perform in-depth due diligence to validate all aspects of the business including financial, operational, and legal diligence. This collaborative process ensures transparency and builds trust as we continue to build the value creation plan for the company. Our legal team will also work closely with your legal team to ensure a smooth process through drafting the key transaction documents, laying the foundation for a successful partnership.
TRANSACTION CLOSING
Once the due diligence and transaction documentation are finalized, we will officially close the transaction and celebrate this significant milestone for the business. From there, our focus will shift to executing the transition and value creation plan, ensuring a strong foundation for future growth while honoring the legacy you have built for the company.