Vicente Capital Partners uses a structured and efficient process to evaluate each investment opportunity. Our goal is to make an investment decision in the most efficient manner possible; therefore minimizing the impact and/or disruption to the Company’s operations.
Our process begins with an initial review to determine whether the opportunity is a fit with our established investment criteria. This is usually done by reviewing a Company’s business plan and having initial discussions with management regarding the key factors that drive the business. Our initial review typically takes 1 to 2 weeks.
After this initial assessment, we discuss the opportunity with our entire partnership. Once the broad outline of a potential deal is discussed internally, we begin more detailed term sheet negotiations with the seller and/or management team. These discussions can vary, but generally take 1 to 2 weeks.
Once we have a signed term sheet, we begin conducting due diligence on the business. This encompasses a more detailed review of the Company’s operations, customers, industry, financials and legal and tax structure. Upon completion of our due diligence, we ask the management team to present their business plan to our partnership. This phase generally takes 4 to 6 weeks.
After management’s presentation, we address any final issues with the seller and/or management and our Investment Committee, with no other approvals required, makes a determination whether to proceed with the investment. Assuming both parties agree to move forward, legal documents typically take 4 to 6 weeks to finalize and a Closing occurs. Post-closing, we work with management at a board level to achieve their objectives.