At Yorkville Partners, we follow a disciplined investment process. The following is a high level presentation of our approach:
Introduction
- Information call
- Confidentiality agreement
- Basic company and financial information
Exploration
- In-person meeting to explore owner objectives and timelines
- Management meetings
- Additional company information
Due Diligence
- Formal Letter of Intent (LOI)
- 60-90 day exclusivity period
- Perform company due diligence
Acquisition
- Finalize contracts
- Sign Purchase and Sale Agreement (PSA)
- Transfer funds and closing