Our Investment Process is Straightforward and Transparent

Step 1 - Determine Mutual Fit

Definition of Success: Understand your business and objectives; assess two-way fit for a potential transaction

We start with an introductory call to i) explain our model and ii) learn about the history of your business / goals in a potential transaction. If there’s interest in proceeding, we will ask for basic financial information about your business then spend another hour or two discussing your company.

Step 2 - Agree on Key Terms

Definition of Success: Establish high-level terms for a potential transaction then confirm mutual interest in the transaction

After establishing a high-level understanding on your business, we will submit an Indication of Interest (or “IoI”) which provides a valuation, deal terms, and transition expectations. If there is mutual interest in proceeding, we will plan for a more extensive management meeting, ideally in person, to enrich our perspective on your business.

Step 3 - Complete Transaction

Definition of Success: Complete the diligence, financing, and legal process to finalize the acquisition

Should Step 2 confirm our interest in an acquisition, we will submit a Letter of Intent (or “LOI”), which acts as Bonsai’s formal offer to acquire your company. Should there be mutual interest in completing the transaction, we will conduct a 90 diligence process to confirm the financial health and good standing of your organization. The diligence period will culminate in the purchase of your company, and we will begin the transition process.