M&AMG has developed transparent and market-driven solutions that lower the cost of capital for entrepreneurs worthy of investment while ensuring that debt and equity partners are fairly compensated for their risk.

Our consistent, disciplined approach to private equity investing involves extensive peer review, financial modeling, and due diligence.

Typically, the process from initial consideration to consummation of the investment will take two to six months, depending on the investment opportunity’s development status and market dynamics.

The investment selection process is comprised of the following components:

• M&AMG anticipates attracting a lead investor, with board representation, in many transactions. Investment types include later-stage venture capital, expansion capital, pre-IPO mezzanine capital, project equity finance, and middle market buyouts deployed with $5-20 million per deal in lead or syndicate positions over multiple rounds of financing.,
  M&AMG expects to be flexible in its investment approach and in the types and stages of companies invested in and securities purchased.

• Deal Sourcing – M&AMG intends on increasing its outreach to an expansive network of relationships within the corporate, entrepreneurial, government technical, academic, investor, and financial communities

• Deal Logging – Executive summaries and condensed information for investment opportunities brought to the attention to M&AMG is expected to be cataloged electronically. M&AMG expects to maximize the efficiency and effectiveness of the deal submission process by having entrepreneurs and intermediaries fill out an online deal submission template with key information about the company, sector focus, and financing needs.

• Initial Screen: Investment Selection Criteria – A Rapid Screen, an illustrative sample of which is included in the next section, is expected to be used to instill objectivity and discipline in the selection of investment opportunities that merit further consideration by M&AMG.

• Assignment of Deal Team & Leads – Once an investment opportunity is selected for additional consideration by the initial screen, an M&AMG partner will be assigned to manage additional consideration and due diligence.

The following is an example of the process that M&AMG uses to undertake an initial evaluation of investment opportunities.

Primary criteria include strong management, large/growing markets, sustainable competitive advantages, high margins/scalability, rapid path to profits, realistic valuation, and lead investor potential with board rights. These scores are averaged, a metric that influences whether or not to proceed in dialog with the company.