New Deal Checklist.xlsx

	A	D	E	F	G
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2	New Deal Checklist
3	Deal:
4	Broker / Source:
5	Estimated Check Size:
6	Estimated Valuation:
7	Date:
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9	Most Important Questions:	Yes	No	N/A	Comments / Notes
10	Differentiation
11	Growth
12	Defensibility
13	Pricing Power
14	Does this fit my size criteria?
15
16	Financial:	Yes	No	N/A	Comments / Notes
17	Good revenue growth - not lumpy
18	Recurring, predictable revenue
19	Stable / growing margins
20	Low seasonality
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22	Business:	Yes	No	N/A	Comments / Notes
23	Franchise value - customers need company to exist
24	Proprietary products
25	Value added element - not a commodity business
26	No customer concentration (1>20%, 5>50%)
27	Top 3 market position in industry or location
28	Significant barriers to entry / competition.
29	Critical mass to compete
30	Achievable growth strategy
31
32	Industry:	Yes	No	N/A	Comments / Notes
33	Stable / growing
34	Low cyclicality
35	Positive industry trends
36	Favorable demographics
37	Fragmented market
38	Large market size
39
40	General:	Yes	No	N/A	Comments / Notes
41	Strong management team
42	Deal process has low competition
43	Reasonable value expectations
44	Discernable exits - numerous buyers
45	Business has downside protection
46	Business has upside optionality
47
48	Other
49	What are my value creation levels and what is the confidence level in being able to achieve them?
50
51	Did this CIM show me any other interesting areas to focus on in different parts of the value or supply chain?
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