Process
TPEG employs a disciplined approach to discover, analyze, make and nurture investments. Although our opportunities come from many sources and can be made in a wide range of industries using varied structures, all investments share a theme of creating superior risk adjusted returns for our investors through value creation and hard work by existing management teams in outstanding companies. Our process can be broken into four broad steps as follows:
Discover Opportunities
- Review Deals from M&A Resources
- Network with Entrepreneurs, Bankers, Lawyers and Other Professionals
- Follow up Referrals
- Conduct Industry Searches
Analyze Investments
- Review Historical Financials and Projections
- Prepare Detailed Financial Models
- Conduct Due Diligence
- Interview Management
Make the Investment
- Structure Term Sheets
- Arrange Financing
- Prepare and Negotiate Legal
- Close the Transaction
Manage Investments
- Assist Management through Resource Allocation
- Help Define and Develop Strategy
- Monitor Performance and Metrics
- Review and Act on Strategic Opportunities and Options
