Let’s Talk About Investor Sourcing
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Investor Sourcing
The Investor Sourcing phase is critical for ensuring the right capital partners are aligned with the business’s goals.
CYG Partners leverages its extensive network and strategic approach to connect sellers with the most suitable investors, driving both value creation and long-term alignment.
Define Investor Profile
Inputs
Insights from the Business Valuation and Transaction Structuring phases
Client’s capital needs, industry focus, and preferred investor characteristics
Actions
Develop a profile of the ideal investor, including deal preferences, ticket size, and risk appetite
Output
A clear definition of the target investor profile
Build Investor List
Actions
Leverage proprietary databases, market research, and existing networks to identify potential investors
Shortlist investors based on their track record, industry expertise, and alignment with the client’s goals
Output
A comprehensive list of high-potential investors
Develop Investor Outreach Strategy
Actions
Create tailored messaging for each investor category (e.g., strategic investors vs. private equity funds)
Draft teasers and presentations highlighting the opportunity
Establish an outreach timeline to ensure efficient and targeted communication
Output
A well-defined investor outreach plan
Engage with Investors
Actions
Initiate confidential outreach with shortlisted investors under NDAs
Present marketing materials (e.g., teasers, CIMs) and address preliminary queries
Facilitate initial meetings between investors and the client’s leadership team
Output
Initial investor interest and feedback on the opportunity
Evaluate Investor Fit
Actions
Assess investor feedback and interest levels
Evaluate the strategic alignment, deal terms, and added value offered by each investor
Rank investors based on their ability to meet the client’s goals
Output
A prioritized list of investors ready for advanced discussions
Advance to Negotiations
Actions
Transition interested investors to the negotiation phase for term discussions
Ensure alignment on financial terms, governance expectations, and strategic goals
Output
Committed investors ready to proceed to formal deal structuring
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Investor Sourcing
Define Investor Profile
Insights from the Business Valuation
Transaction Structuring phases
Develop a profile of the ideal investor, including deal preferences, ticket size, and risk appetite
A clear definition of the target investor profile Investor Sourcing
Build Investor List
Leverage proprietary databases, market research, and existing networks to identify potential investors
Shortlist investors based on their track record, industry expertise, and alignment with the client’s goals
A comprehensive list of high-potential investors Investor Sourcing
Develop Investor Outreach Strategy
Create tailored messaging for each investor category (e.g., strategic investors vs. private equity funds)
Draft teasers and presentations highlighting the opportunity
Establish an outreach timeline to ensure efficient and targeted communication
A well-defined investor outreach plan Investor Sourcing
Engage with Investors
Initiate confidential outreach with shortlisted investors under NDAs
Present marketing materials (e.g., teasers, CIMs) and address preliminary queries
Facilitate initial meetings between investors and the client’s leadership team
Initial investor interest and feedback on the opportunity Investor Sourcing
Evaluate Investor Fit
Assess investor feedback and interest levels
Evaluate the strategic alignment, deal terms, and added value offered by each investor
Rank investors based on their ability to meet the client’s goals
A prioritized list of investors ready for advanced discussions Investor Sourcing
Advance to Negotiations
Transition interested investors to the negotiation phase for term discussions
Ensure alignment on financial terms, governance expectations, and strategic goals
Committed investors ready to proceed to formal deal structuring