We work with our clients in their quest for value by helping them execute their direct private capital investments.

CAPIOR helps investors with private capital transaction and portfolio management from start to end. We can help you to plan, manage and monitor your direct investment objectives, whether you are acquiring or divesting, restructuring or embarking on a joint venture. We help with start-up and expansion plans, defining the strategic rationale and investment thesis, identifying attractive acquisition opportunities, managing the M&A and corporate finance process, designing appropriate structures, performing the due diligence, and determining if businesses no longer fit the strategic agenda. During the investment holding period we monitor the investment performance and provide the management, sponsor or Board with guidance and support the implementation of any recommendations. At the core, CAPIOR is focused on value creation and guide our clients through a wide range of situations as illustrated below.

 

Pre-Transaction

The ability to create unique situations, where you have an edge, is one of the biggest drivers of return. We work in partnership with our clients to develop investable insights, thematic strategies and assist with qualifying direct investment opportunities, including:

  • Deal generation, opportunity development, building investment strategies and corporate venturing structures

  • Assisting with the development of an integrated investment thesis, value creation plan and financial model

  • Matching a target company’s growth requirements with selected sponsors or investor groups

Transaction Execution

CAPIOR provides end-to-end execution services for direct deal transactions. We calibrate our involvement to the requirements of the situation and client. Typically, we support our clients with a combination of the following:

  • The acquisition or divestment transaction execution often in parallel with co-investment and financing work streams

  • Coordinating investor engagement and managing the suite of transaction marketing materials

  • Assisting with the transaction process including coordinating the documentation, due diligence, structuring and negotiation workflows

Investment and Portfolio Monitoring

Value creation is a long-term process that starts at acquisition and comes to fruition at the exit. We provide active support for portfolio companies’ and management teams during the investment period. We often sit on the Board of an investment. Examples of our Investment and Portfolio Monitoring services include:

  • Developing a clear post-acquisition agenda, developing strategic blueprints for transactions or portfolio companies, assist with the development of a 100 day and/or integration plan, setting mid-term goals and a roadmap for execution of the investment case

  • Governance and Board level monitoring of the financial performance of portfolio companies and acting as an interface between management and Sponsor

  • Identifying and effecting the optimal exit strategy. Coordinating the selling documents, vendor due diligence, pre-qualifying potential buyers and otherwise assisting with the divestment typically well in advance of the actual time of sale

CAPIOR offers a unique approach to direct investment services. At CAPIOR we focus on value creation and provide hands-on management of the entire investment process that combines various execution and advisory services in the field of M&A, corporate finance, investment strategy, analysis and portfolio management. We do this in close partnership with both the investors and the management of the companies they invest in.   

We have and continuously develop proprietary tools to ensure optimal transaction management.