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Private Equity Services
The Woodward Company’s services for clients in search of Equity investors include everything from preparing the proper materials and pricing the investments to soliciting investors and managing the entire equity raise process. Partnerships and investments not only help support the growth of a business but also allow for diversification in ownership.
Overview of Our
Private Equity Services
The Woodward Company’s Private Equity Services include:
Plans and Marketing Materials
Offering Documents
Investor Lists (based on past investments they have made)
Contact and presentations
Due Diligence and validation
Proper tracking and process management
Closing and Funding
Two key benefits when choosing our Private Investment Services
Experienced and capable investors only
Our strict criteria for selecting a team of investors differentiate our Private Equity services in the industry. We only work with experienced and capable investors with a proven track record of success. This ensures our clients receive the highest quality services possible and their investments are managed with care and expertise.
Sourced through our private database of investors/ lenders
This database is unique to The Woodward Company and is constantly updated with the most up-to-date information about potential investors. Hence, our clients are given access to a wide range of private equity options that may not be available through traditional investment channels. By using our extensive network of investors, we can help find the most appropriate investment opportunities for our clients and help them achieve their financial goals.
What Clients Said About Our Private Equity Services
From the initial valuation through all of the funding, you kept us informed of our options and recommended the right path each time. As the company and our valuation grew, Woodward ensured that we treated all our investors and partners fairly and allowed us to focus on the business.
President and co-founder
Revenue producing start-up Cloud Data.
Woodward Private
Equity Process
1. Expectations & Strategy
The Expectations & Strategy phase determines if there is a fit between what the client wants and what Woodward can deliver. Much of this centers on a company valuation, the terms of potential offers, and the time estimates to close.
2. Materials Preparation
The Material Preparation phase is conducted concurrently with the Marketing Strategy portion of the prior phase. It involves preparing two groups of documents: Marketing and Data Room.
3. Identification & Contact
This is the phase where we first contact the targets to assess their interest in investing in your company. We could begin this work immediately after the Material Preparation phase. Many times it involves multiple strategies and waves of contact.
4. Terms & Conditions
In the Terms and Conditions phase, we provide enough information to the buyers to allow them to make an offer or accept the terms we’ve finalized. We help you and the buyer structure an acceptable offer to everyone and document these basic terms.
5. Due Diligence & Financing
The Due Diligence and Closing phase is where the buyer verifies all the information about the company’s history, present status, and future opportunities.
Explore Our
Private Equity Capabilities
With diverse experiences, we can step into acquisition or merger. Our team is here to support every part of the process!
Material Preparation
- Data Room
- Industry & Market
- Marketing Materials
Marketing Strategy
- Define Target Buyers
- Identify Target Buyers
- Create Key Messages
- Summarize Marketing Approach
Expectations & Valuation
- Health Scan
- Expectations & Preparation
- Valuation
- Administration
Identification & Contact
- Target List
- Log and Protocol
- Review and Revise
Terms
- Visits and Reviews
- Interest and Intent
- Offer Issue Management
- Financing Proposals
Due Diligence
- Data Collection
- Data Verification
- Risk Identification
- Risk Management
- Transition Planning
Frequently Asked Questions
How do you find equity investors?
We have a database of over 1.2 million companies and funds that act as investors.
Do you use individual investors?
Yes, but it is rare. Funds are better prepared, have greater skill depth, and are more reliable than individual investors.
Are your investors prepared to fund my business today?
No. Any investor is going to do their due diligence on an investment. They rely on more than just our recommendations and advice. If you’re looking for ‘quick money’ then you are better off asking friends and family who know you and your capabilities, not Private Equity investors who will test and challenge your plans.
What are the top things Private Equity investors look for?
The list is long and varies by type of company and industry, but all investors look for:
- Experienced TEAM (not just one person)
- A Plan (not too simple and not too complex)
- Clear use of funds
- Metrics and controls
- Risk Analysis and Risk Management
- Independent verification of the plan
What are the reasons Private Equity Investors decline to invest?
There are as many different reasons to decline to invest as there are investors. However, the most frequent reasons are:
- Lack of specific experience
- Inappropriate team
- Unrealistic plan and projections
- Plan is too simple, too complex or untested
Our Resources
Uncover the in-depth industry knowledge of financing.
