Page 32 - UUBO Deal Academy 2020 - Materials

FUND MANAGER OBJECTIVES – INVESTMENT

❑ SWOTs: strengths, weaknesses, opportunities ❑ Facilitate post-investment integration and terms

and threats/risks of the Target business of exit

❑ Ascertain title to asset, confirm whether there ❑ Recommendations to Investment Committee -

are any encumbrances to proceed with the investment? To abort?

❑ Identify required corporate, contractual and ❑ Confirming valuation of the Target’s business or

regulatory consents any price reduction required

❑ Verify and negotiate representations, warranties ❑ Determining and finalising transaction structure

and indemnities and other contractual

protections

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