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Investment Banking Screening Process |
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In general terms, potential clients are screened based on:
- Management
- Proprietary nature of products and services
- Demand for product/services
- Barriers to competitive entry
- Competition
- Size of Market
- Commercialization strategy
- Historical, current and future earnings
- Exit strategies
- Legal and regulatory issues
- Patents and intellectual property
- Business Model - a clear path to pro forma profitability or prior earnings validation
- Longer term sustainability of the business
- Amount and specific use of funds
- Financial capacity to enter into a retained relationship
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