Take our Private Equity Suitability Questionnaire.
While every PE firm has its own criteria in terms of the types of deals, deal structures, and situations in which they will invest in or acquire a new business, there are a number of common elements or criteria that make a candidate business more attractive and therefore more suited to a PE recap.
We have taken some of the most important situational, financial, and operational elements typically considered by PE and incorporated them into a simple questionnaire. By answering some general, high-level questions about your business and about 20- 30 minutes of your time, we should be able to give some feedback on how you would be perceived and perhaps more importantly, what you may need to focus on to generate broader PE interest, when it is time to go to market. Take our Private Equity Suitability Questionnaire. While our questionnaire will not ask for any specifics about your financials, or other confidential and sensitive information, we do need to get a general sense of your business size, historic growth and profitability, for example. Each question will ask you to place your self into a broad category, rather than ask for any specific financial metric. Please note, the questionnaire is not suitable for early stage start-ups, very small or main street business (eg: single location restaurants, convenience stores, gas stations), distressed businesses, or high-growth businesses looking for venture/growth capital. Hopefully, our questionnaire will provide you some helpful information and insight for you to use as you see fit and to help you decide the right path to take for both you and your business. |
Confidentiality is a cornerstone "Core Value" at B&A Corporate Advisors. Please read our Vision, Mission and Core Values. If you have any concerns about sharing confidential information, you can sign a standard mutual NDA here, in advance of filling out the questionnaire. If you agree with its terms, please download, sign, scan and email it to us and we will revert.
Completing the questionnaire will not create any mutual obligations between your business and B&A, other than those outlined in our mutual NDA, should it be executed. Your information will not be shared with any third party, including any PE firm unless, after further discussion you provide your explicit consent. |