For private equity firms proffering transaction opportunities to investment bankers or advisors engaging buy-side and sell-side transactions, we will catalogue the process for you.

To catalogue, we will:

  • Create a new or maintain an existing personal database of transactions from the due diligence phase to execution, resulting in a concise collection of deal-specific or company-specific metrics, contact information, and engagement commentary.
  • From this database we can produce reports or summaries which you can use as reference for marketing material or future endeavors.