Our financial, operational, and entrepreneurial background allows us to quickly evaluate new investment opportunities. In addition, our direct experience in M&A and acquisition integration, and access to substantial capital resources enables quick and professional consummation of transactions.

 

AS AN EFFICIENT TRANSACTION PARTNER

Elm Equity Partners strives for a quick and efficient process to reduce the stress on owners and employees of the organization involved. A typical transaction process with EEP will have the following stages:

 

Introduction to the Company

An initial call during which high-level information on the target company will be presented by the seller / intermediary to Elm Equity Partners. EEP welcomes a written summary of the target company for this stage.

 

DETAILED INFORMATION EXCHANGE 

After the introductory call and receiving executive summary, Elm Equity Partners will communicate its interest in the target business in 1-2 business days.  At this stage, EEP will seek detailed operational and financial information on the business.

 

LETTER OF INTENT

Post-review of the detailed operational and financial information a Letter Of Intent will be provided which would set forth the major terms for investment, along with any contingencies including key employees, financing, legal matters, taxes, etc. 

 

DUE DILIGENCE

Post-LOI, Elm Equity Partners will initiate detailed due-diligence on the company.  This will include site visits, interviews with key employees, customers and suppliers, financial, IP, legal, and tax review.  Post satisfactory completion of due-diligence, Elm Equity Partners will present a definitive purchase agreement.

 

 

 

FOR INTERMEDIARIES

Elm Equity Partners understands and appreciates the important role that business intermediaries play in the private company marketplace. We believe that you will find several compelling reasons to partner with EEP in order to meet the unique objectives of your clients.

 

ATTRACTIVE FINDER FEES

We are always seeking to expand our relationships with business intermediaries or industry experts.  As a way to compensate you for your efforts we offer attractive buy-side finders’ fees.

 

ACCELERATED CLOSING PROCESS AND TIMELY TRANSACTIONS

Our extensive deal experience allows us to rapidly evaluate new investment opportunities.  In addition, access to substantial capital resources enables quick and professional consummation of transactions.  We strive to close transactions in a timely manner to reduce the stress on the owners and the employees of the organizations involved. 

 

SEASONED MANAGEMENT TEAM

Elm Equity Partners has combined experience in all aspects of company operations.  We have senior executive-level management experience, a strong track record of growing and improving company operations, and rich experience in M&A and acquisition integration.

EEP has a deep understanding of the M&A and Investment process and would be ideal business partners for intermediaries as our team has key direct experience in:

  • Deal Sourcing
  • Acquisitions
  • Entrepreneurship
  • Corporate Development
  • Business Turnaround Strategy
  • General Business Management

 

EXPERIENCED INVESTORS

EEP's investor group consists of successful business leaders across:

  • Institutions
  • Family Offices
  • HNW Individuals (Entrepreneurs, Operating Executives and Private Investors)

Our strong and reputable investor team provides Elm Equity Partners an unparalleled ability to finance investments, as well as provide capital for ongoing business needs.