Buy-Side Competencies

Ruffolo Benson, LLC looks for Buy-Side transactions that have one or more of the following factors:

• Long-term investment strategy
• Free cash flow reinvestment policy
• Management to have significant ownership
• Motivated and self-directed management
• Sales revenue of $10 to $50 million
• Under performing situations

Buy-Side Process

To Complete the Transaction while Maximizing Buyer Ownership and Future Flexibility

• Evaluate management capabilities
• Assess existing business model and market
• Determine on-going business model
• Formulate required capital strategy
• Arrange financing
  • Partner investment
  • Angel investment
  • Equity/mezzanine funds
  • Banks
  • Suppliers and/or Customers
• Form “Newco”
• Recruit additional executive skills if necessary
• Install outside Board of Directors