Active Investment Management

Clear Transaction Roadmap

Deal Sourcing Deal Approval Deal Enhancement
  • Deal Screening
    • Investment Criteria
    • Investment proposal
  • Decision Making Process
    • Investment Review Process Levels
      • 3 Levels
  • Portfolio Managers
    • Industry and geographic expertise
  • Investment Committee
    • All senior portfolio managers and advisers
    • Access broad expertise on deal assessment
    • Manage portfolio of investments
  • Risk Management Committee
    • Guide strategy and approve large exposures
  • Investment Risk Group
    • Deal assessment Independent of Investment team
    • Stewardship of process management and control
  • Introductions and Synergies
    • Existing Portfolio Companies
    • Market Relationships
  • Board Representation and Sourcing Board Members
  • Evaluation and Strengthening of Internal Controls
  • Debt and or Equity Introductions and Arrangements
  • Risk Management
    • Hedging Strategies
    • Logistics Management
  • Risk Monitoring
    • Transaction Review Process