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