Investment Review Process
WHI Capital Partners follows a thorough, efficient investment review process. Here is how it works:Stage 1 - Initial Review
Initial due diligence helps us to determine if a particular investment opportunity meets our criteria. During this stage we evaluate a company at a high level, assessing its market and market position, and preparing an investment thesis that clearly identifies the specific ways in which we expect to make the business more valuable over the short and long term. From the start, we want to ensure the goals of the owner or management team are in line with our expectations.
Other than a management presentation and site visit, most of this work can be done without significant time expenditure by the business owner. During this stage, we will submit a formal indication of interest to ensure that our purchase terms are generally acceptable to the business owner.
Stage 2 - Detailed Due Diligence
This stage is the heart of the due diligence process and includes a detailed analysis of the company’s operations, management, market and financials. At the end of this stage, if the results of our review meet our expectations, a formal letter of intent will be executed setting forth specific transaction terms.
Stage 3 - Confirmatory Due Diligence and Transaction Processing
Due diligence is concluded during this stage with confirmation of financial, legal and asset reviews. During this period, we would begin memorializing the transaction with definitive agreements and quickly move toward an agreed-upon closing date.