1. Understanding
We will meet and work with you to understand your business and ambitions. At the same time, you will get to know the people who would support you, and we can share our relevant experience and how we like to work.
2. Offer letter
If we are a good fit and think we can work together, we will explore what a private equity investment might look like. We develop an offer letter that explains how we would like to move forward with our investment in your business.
3. Due diligence
We continue to learn about your business and use external consultants to complete more formal due diligence on your company and market. This is to substantiate our positive view and helps to identify future opportunities to create value.
4. Business plan
We work with you to understand and refine your business plan and objectives – based on insights from the due diligence and the opportunities created by your private equity investment.
5. Legal agreements
Our legal partners will work together to draft the formal legal agreements relating to the investment.
6. Signing the deal
We all reach a final agreement on the investment deal structure and financials. The legal documentation is signed and completed.
7. Sharing the good news
We work with you to agree how best to communicate the good news to your employees, customers and the broader industry.
8. Welcome to the LDC portfolio!
After the celebrations, you will be ready to get on with your growth plans.
One or two members of the team you have worked with during the process will join your board as non-executive directors to support you, and you’ll have access to the wider LDC portfolio and teams too.