If Elm invests or partners, it only does so in a quick and efficient manner. A typical transaction process with Elm will have the following stages:
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. We welcome a written
summary of the target company for this stage.
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, we will seek detailed operational and financial information on the
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 (or sale strategy),
along with any contingencies including key employees, financing, legal matters,
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 or commitment to represent the entrepreneur and his business.
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.