Page 34 - UUBO Deal Academy 2020 - Materials
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AREAS OF FOCUS - EQUITY INVESTMENT







                                                                                                        Areas of Focus
                              Types and scope of review
                                                                                                        ❖ Corporate
                              ❖    Vendor due diligence
                                                                                                        ❖ Regulatory Compliance
                              ❖    Investor/Purchaser due diligence
                                                                                                        ❖ Material Contracts
                              ❖    Limited scope vs. full scope reviews and reporting
                                                                                                        ❖ Credit and Security
                              ❖    Q&A process and interviews with
                                                                                                        ❖ Assets (Real Property/ Intellectual Property)
                                    Target’s management team
                                                                                                        ❖ Litigation

                                                                                                        ❖ Employment






                                                                              Other areas

                                                                              ❖ Tax

                                                                              ❖ Insurance

                                                                              ❖ Intellectual Property

                                                                              ❖ ESG






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