NCP - Quality Deal Flow Program CRM 2015
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Neri Capital Partners offers a Quality Deal Flow (QDF) program through an automated CRM system to source acquisition opportunities for private equity firms. The QDF program uses a 3-step process: 1) the client defines search criteria, 2) Neri selects databases to identify potential targets, and 3) Neri develops a marketing plan and sources deals through direct mail, email, and web campaigns. Interested companies provide financial and operational information that Neri compiles into executive summaries for clients to evaluate potential deals. If a client pursues a deal, Neri coordinates due diligence, manages communications between the buyer and seller, and helps ensure deals close successfully. The QDF program aims to generate a steady stream of vet
NCP - Quality Deal Flow Program CRM 2015
- 1. Where Private Equity goes…. for Quality Deal Flow Automating Deal Flow with QDF through CRM Neri Capital Partners │ Atlanta, GA │ 770-487-0986 x202 or x100│ www.nericap.com/QDF.html
- 2. Securing Quality Deal Flow for Private Equity is a big challenge. Deal origination and realization under the mandate in your charter does not come easily. This is driven by disjointed software systems, disorganization, and difficulty connecting in a dialogue characterized by mutual trust with lower middle market / micro-cap business owners. Neri Capital Partners has a proven process to share with you that will create a steady stream of Deal Flow Origination. We call it QDF (Quality Deal Flow) through Automated CRM.
- 3. QDF through CRM Benefits PE Firms and Corporations to fulfill their buy-side mandates. Neri Capital’s QDF through CRM benefits Clients… Saving countless hours and resources by pursing only acquisitions that have been vetted and pre-screened by Neri Capital Having an exclusive negotiating position with the Seller since Neri Capital will present you companies that are not on the public market Reviewing executive summaries (prepared by Neri Capital) that give you go / no go information regarding an acquisition target Having an experienced transaction Advisor educating and preparing the Seller for the transaction process Coordinating the delivery of requested due diligence documents in a timely manner and keeping the Seller focused on closing Quickly developing a trust relationship with Sellers since Neri Capital Principals are also entrepreneurs that have owned their own business
- 4. Neri Capital’s proven process dramatically improves deal origination. Neri Capital QDF to CRM Initiates, Manages and Saves Deals! Manage Contacts Let’s Get Started on the Path to Transaction! Automate Marketing View Reports Integrate Systems
- 5. Campaign Builder in QDF outlines what happens under each concurrent scenario and records each step. QDF follows a three-step process that ensures a robust pipeline of investment opportunities. Manage Contacts Let’s Kick start your Path to Transaction! Client Defines Search Criteria1 Market sector (NACIS Code(s) Geographical preference Revenue range EBITDA range Preferred deal structure Preferred owners responsibilities – post- closing Select Data Bases for Investment Identification Contact List Developed by Neri and Approved by Client Companies with Pre- Existing Client Relationship Removed
- 6. QDF Marketing begins with a 3600 marketing Plan that is integrated into Neri Capital’s Automated CRM platform. Automated Marketing on the Path to Transaction! Neri Creates a Multi-Faceted Marketing Plan One-page marketing brochure introducing Client Direct Mail Personalized Opportunity Introduction E-Mail Campaign - Initial through each stage of deal Web Campaign to raise Opportunity Awareness *Plan Subject to Client Approval QDF to CRM set up (i.e. infusionsoft, salesforce) Contacts imported into CRM Scenario set-up to automate responses to… Direct Mail E-Mail Web Interest expressed Roll-out Multi-Faceted Marketing Plan Direct Mail automated fulfillment with personalized introductory letter and brochure E-mail distributed through pro-service html (i.e. Constant Contact) Web presence live on Nericap and LinkedIn Automate Marketing
- 7. With a 3600 Marketing Plan, interest will be expressed through a number of channels. QDF is ready to respond each step of the way. Individualized approach on the Path to Transaction! Automate Marketing Expressed Interest on Phone Expressed Interest on Email Follow-up appointment set Automated appointment set Opportunity Interview Opportunity Interview Ready let’s go Give me a week to think Quantitative/Qualitative Questionnaire Sent Auto email w/ next week F/U
- 8. When interest is expressed and quantitative and qualitative information is collected, Neri Capital prepares a Executive Summary for client review. Opportunity overview on the Path to Transaction! Automate Marketing Past five years financial reports Two forward years of Income Statements Contractual back log / purchase orders Marketing strategies Top five customers as a % of revenue Annual Capex Asset Utilization Market & Products Management Team Bio’s Other Info requested by clients
- 9. QDF has now delivered all of the essential initial information needed to make a decision to pass or proceed. With the green light… Neri QDF will provide the following services to ensure Deals Close! Introduce Client via Conference calls, coordinated by Neri Capital On-site meeting coordination Travel and concierge services If positive, LOI is issued to Seller by Client If requested by Client, Neri Capital will coordinate the flow of due diligence documents Resolve Seller / Buyer issues and keep Seller focused on closing. Neri QDF Saves Deals! Automate Marketing
- 10. Additional Benefits to QDF through Automated CRM is that you will learn what is working with generating deals… See Results on the Path to Transaction! View Reports Run reports to see what’s working and what isn’t. Use that information to create the best possible deal origination strategies. Email/Web/Direct Mail performance metrics Targeted list segmentation Campaign-specific details
- 11. QDF through automated CRM will connect everything in your deal origination process from social/mobile to email through CRM technology partners. System Integration on the Path to Transaction! Integrate Systems Social Media E-Mail Mobile
- 12. Automate Deal Flow with QDF through CRM by Neri Capital Partners We invite you to partner with Neri Capital’s proven process to create a steady stream of Deal Flow. You can expect to realize… Turn-key deal origination Deal origination intelligence on the most effective way to source Save Deals so you can Close Deals! Quality Deal Flow through Automated CRM. Click here to contact Neri Capital and learn more about the QDF Program and Pricing Neri Capital Partners Atlanta, GA 770-487-0986 x202 or x100 www.nericap.com/QDF.html
- 13. Where Private Equity goes…. for Quality Deal Flow Meet the Neri Capital QDF Team Neri Capital Partners │ Atlanta, GA │ 770-487-0986 x202 or x100│ www.nericap.com/QDF.html
- 14. Eric Togneri – President and Managing Partner Expertise: Consumer Product, Industrial Manufacturing & Distribution Twenty-years of management experience – Director, with two fortune 100 companies. Participated in product line divesture transactions for a major Pharmaceutical Corporation - BS University of Iowa – MBA Katz Business School, University of Pittsburgh – Certified Exit Planner
- 15. Expertise: Value-add Distribution, Industrial Products and Environmental Services Forty-years of Management Experience –Vice President and General Manager with two Fortune 500 Companies – CEO & Chairmen of Environmental Services Company – Founded & Sold $100.0 Million Environmental Services Company – Completed over 75 Transactions – BA St. Andrews Presbyterian College. Michael Togneri, Managing Partner
- 16. Steve Goodwin, Vice President Expertise: Financial Services, Industrial Manufacturing, Value-add Distribution. Thirty-years experience – Managed $80 million project for national CPA firm. Managed profit and non-profit multi-million dollar projects in Haiti – Founded and sold financial services company – BS Accounting, Tennessee Technological University – MBA University of Auburn.
- 17. Gene Cone, Principal Thirty-five-years of Management Experience – CEO/President of four Private Equity owned companies – Executive experience include, sales / marketing, operation, market penetration, Strategic planning, Best practices, Mergers and Acquisitions, Startups, Restructures, Turnarounds, Product Development, Process Improvement – BS Engineering, University of Florida – MS Management, LaSalle University. Expertise: Manufacturing , Business Advisory and Services