Gain exclusive insights into sectors and companies to make better investments. Vardis works with only one client per transaction. We deliver unique sector, company, market perspectives and provide unparalleled access to key executives that can inform your Investment Thesis.
INVEST
PRE-DEAL SERVICES
ADDING VALUE AND INSIGHT AHEAD OF POTENTIAL INVESTMENT
SECTOR INSIGHT
CREATE YOUR INVESTMENT THESIS
-Full overview of industry and current and former board level executives
-Engage with key executives to gain insight
-Appoint advisers to support the creation of your Investment Thesis
-Identify potential assets
IDENTIFY AN ASSET
-Identify the best assets
-Understand the likelihood of transaction
-Introductions of Chairmans and CEOs
-Identify buy-in teams
-Networking events
ENGAGE WITH MANAGEMENT
-Engage with management of targeted asse
-Confidential references of current management team
-Identify best management in the sector
REFINE YOUR INVESTMENT THESIS
-SWOT analysis of the business and its management
-Identify the right advisors, buy-in management, chairman
-Reference the management team
-Dig deeper into customers and suppliers
COMPANY INSIGHT
THE COMPANY
Identify former senior executives from the asset
Gain exclusive insight from those who know the company best
Identify current and former senior executives from the key competitors
Engage with previous investors
Gain rapid access to key valuation insights - so help to decide whether to bid or not
Gain exclusive insight from those who know the company best
Identify current and former senior executives from the key competitors
Engage with previous investors
Gain rapid access to key valuation insights - so help to decide whether to bid or not
THE MARKET
Gain exclusive insight from those who know the market best
Identify current and former senior executives from the key competitors
Engage with customers and suppliers
Identify and engage with strategy and management consultants who understand the market dynamics
Gain rapid access to key valuation insights - so help to decide whether to bid
Identify current and former senior executives from the key competitors
Engage with customers and suppliers
Identify and engage with strategy and management consultants who understand the market dynamics
Gain rapid access to key valuation insights - so help to decide whether to bid
THE MANAGEMENT
Does the company have the best management team
Confidentially reference current management
Benchmark strength of management team against its competitors
Gain insight to where the team may need to be strengthened
THE SEARCH
Identify the best management team ahead of the deal
Appoint the best team to deliver Investment Thesis
Gain higher returns by appointing the best team to operationally deliver
Deliver quicker, exit quicker
Appoint the best team to deliver Investment Thesis
Gain higher returns by appointing the best team to operationally deliver
Deliver quicker, exit quicker
PEOPLE INSIGHT & SEARCH
LEADERHSHIP THESIS™
Delivering the investment thesis is key to investment success. Turn your Investment Thesis into Leadership Thesis™
Does the management team have Private Equity DNA
Are they capable of delivering under Private Equity ownership
Do they have the right team and leadership to deliver the Investment Thesis
REFERENCE
Independent 360 degree referencing of key executives. Can they deliver
Understand the best way of working with them
Gain insight to where they will need support
Make quicker developr or replacement decisions
Build the right team faster
Understand the best way of working with them
Gain insight to where they will need support
Make quicker developr or replacement decisions
Build the right team faster
THE MANAGEMENT
References to gain market view of management team
Third part independent assessment to understand if the team has Private Equity DNA
SEARCH
Appoint the best management in the sector
Augment the team to ensure delivery of the Investment Thesis
Gain better returns by delivering faster and exiting quicker
Augment the team to ensure delivery of the Investment Thesis
Gain better returns by delivering faster and exiting quicker