2. Executive Summary Review. After reading an Executive Summary or speaking with management, we will visit the company and view operations first hand. Next, we present prospective investments to our Partners for consideration and discussion of critical issues and opportunities. Our goal is to offer a preliminary expression of interest quickly.

3. Detailed Evaluation. Our investment team conducts a broad array of due diligence, including: conducting market research; assessing business and market conditions, management, products, systems, competition, customers and vendors; developing financial models; and benchmarking performance against industry peers.

4. Structuring For Growth. After identifying an investment opportunity, we negotiate investment terms, develop a financial and ownership structure that will best support the growth prospects of that company, contact other potential investors and lenders (as needed), and submit a letter of intent. Upon mutually agreeing on the terms of the transaction, the final step is documentation and funding of the transaction.

5. Ongoing Commitment. After investing, we actively participate on the company’s board of directors and maintain a regular dialog with company management. Our post-closing contributions often include providing or raising debt and equity capital, sourcing and negotiating add-on acquisitions and assisting in senior management recruiting. Our board-level involvement is augmented by our internal marketing, information technology and operations expertise. The team works with company management to develop/implement growth initiatives, drive cost savings and facilitate management “Best Practices” sharing within the CGP Portfolio.