I am building a deal team prior to having a deal in hand in order to move quickly and efficiently once an ideal opportunity presents itself. My list of provider needs is below and I am seeking your best recommendations for qualified and cost-effective providers. The size of the target will determine the necessity of need. Thank you in advance for your recommendations!
Legal: competent counsel for fund set-up, legal due diligence, and transaction execution
Financial: QoE/QoR provider, financial due diligence
Information Technology: IT due diligence (systems, security, etc.)
Insurance: commercial lines provider, reps & warranties provider, benefits provider, Insurance due diligence (target company policy review)
Human Resources: HR due diligence (plans, benefits, compliance, etc.)
Lending: 'easy to work with' non-SBA lenders
Investors: Preferred Equity investors that are comfortable with 15-30% targeted IRRs and investment horizons of <6 years
Mentors: Anyone who has done this before and is willing to teach an old dog new tricks
Building a Deal Team - Who Do You Recommend?
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