Direct Investment Process
Ironwood Capital actively partners with portfolio company management teams to achieve optimal transactions as efficiently and as transparently as possible.
Since 1986, Ironwood Capital has partnered with over 100 small businesses seeking growth and transitional capital. Our highly efficient screening, due diligence and closing procedures bring simplicity to the investment process. The typical process spans 45 to 60 days with the ability to accommodate a tighter timeframe if necessary. The investment process includes management meetings, site visits, confirmatory due diligence and legal documentation.
While it varies somewhat for each transaction, some of the standard information required during the preliminary review process includes:
- Audited financials
- Budget projections
- Management biographies and organizational chart
- Major agreements and contracts
- Sales plan and growth strategy
- Legal, tax and environmental summaries