Proactive Deal Sourcing

Working closely with your investment team, Guideline identifies non-traditional, hard-to-find targets across niche industries. Tapping into our Research Directors’ profound understanding of industry verticals, we assist your team throughout the critical process of identifying distinctive investment opportunities.

• Expedite deal sourcing activities
• Reduce reliance on external sources (i.e. investment banks, broker dealers, advisors, etc.)
• Efficiently integrate deal sourcing process into your qualification phase

Opportunity Assessment (Pre-LOI)

Our membership-based program lays the foundation for due diligence by supplying you with all of the background research on an investment opportunity, prior to executing a Letter of Intent (LOI). Receive a complete picture of the market and company you are evaluating—from the fundamentals of the industry to the key drivers, threats and nuances. Background checks are also available.

• Accelerate your deal review process
• Uncover key industry findings that make your “go” or “no go” decisions clear
• Identify unforeseen threats in the market
• Prepare you for meetings with Management

Due Diligence

Rational and disciplined due diligence is essential to the long-term success of your investment. We provide you with information needed to ascertain whether to make the investment and how to maximize its returns.

We design a solution that best addresses your research needs. Custom Market Research Capabilities include:

• Focus Groups/Virtual Focus Groups
• In-Depth Interviewing
• Mystery Shopping
• Online Research
• Telephone Surveys
• Mail Surveys
• Usability Testing
• FDA-Related Research/Label Comprehension

Post-Investment Services

We understand that investing in a portfolio company requires time and resources devoted toward its long-term health and growth. Our Post-Investment Services include Market Tracking, Add-On Investment Analysis and Customizable Market Research Services.

Contact us today to learn more at 866-GUIDELINE or contact@guideline.com