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Our Process

What to Expect

Our Process of assessing business investment opportunities is fairly straight forward. Once each step is completed we will clearly communicate our position.

Initial Contact 

An assessment of information provided for investment potential.

Macro Review 

A macro evaluation of your business, including financials, estimates, market share, and customer data supplied. At this stage an NDA may be executed.

Due Diligence & Offer

A comprehensive micro evaluation of the business. We conduct a thorough examination, meet to understand your vision, conduct site visits and engage our accounting and legal advisors. advisors.
Marlton Capital Partners

The Steps of Investment Process

For potential investment partners it is important to manage expectations as to the steps we will take in order to make an investment decision. Creating a partnership is a two-way process where questions are asked by both sides. It is important to understand that there are set timeframes in this process.
MARLTON CAPITAL PARTNERS

What to Expect During the Process

Business owners should be prepared to provide a variety of data and additional information that we may request. Sharing this information under a non-disclosure agreement (NDA) helps protect the confidentiality of sensitive data during the evaluation process. We will use this data to conduct due diligence and make an informed assessment of the business' suitability for investment and our value-adding approach.

Overall, business owners should anticipate robust questions, which will be done with an eye to transparency, open communication, and a collaborative approach during the process. Specific data required may vary based on the nature of the business, but here are the key categories of information that are commonly requested:

Financial Statements

Multi period/ historic balance sheets, profit and loss statements, and cash flow statements. These provide insights into the financial performance and stability of the business over time.

Revenue and Sales Data

Historic and current sales data. Details on revenue sources, including sales channels, key accounts, product type sales, trading terms and revenue growth trends are crucial for assessing the financial health of the company.

Cost Structure

Information about operating expenses, fixed costs, and variable costs helps evaluate the efficiency of the business' operations.

Margins

Data on gross and net profit margins. Cost of goods sold etc.

Market Share

Details about the business' market share and position within its industry are essential for understanding the competitive landscape.

Customer Base

Information on customer demographics, retention rates, and customer acquisition costs can be valuable in assessing the business's customer relationships.

Supplier Base

Information on trading history, location of, and credit / payment terms with suppliers.

Supply Chain

Information on lead times, shipping and logistics (if any) and associated costs.

Business Licenses

Documentation related to the business' licenses and permits.

Contracts

Any existing contracts, agreements, or legal obligations, such as supplier contracts or customer agreements.

Intellectual Property

Information about patents, trademarks, copyrights, or other intellectual property owned by the business.

Organizational Structure

Details about the company's organisational hierarchy and key management personnel.

Employee Data

Information about the size and composition of the workforce, including staff roles, salaries, and benefits.

Marketing Plans

Documentation of the business' marketing and advertising strategies, including budgets and plans for customer acquisition.

Sales Channels

Information about sales channels, distribution methods, and customer outreach initiatives.

Business Projections

Forward-looking estimates or projections for revenue, profitability, and business expansion plans.