Investment Process

KRG encourages inquiries directly from business owners and managers, as well as from investment bankers, business brokers, attorneys, accountants, financial advisors and consultants.  We do not require a written business plan in order to discuss an opportunity.  KRG will pay market-rate finder’s fees in cash and when appropriate, in equity, for introductions that lead to completed transactions.  All information is held in strict confidence.  KRG has an extensive list of professional references that includes our current management teams, institutional limited partners, investment banks, lenders, legal counsel, accountants and other professionals.  We will gladly make this list available upon request.

Once an investment opportunity has been identified, KRG will execute a confidentiality agreement and quickly commence a preliminary due diligence review.  We then seek to enter into a non-binding letter of intent early in the process.  Once executed, we will complete a formal due diligence review simultaneously with the negotiation of a formal acquisition agreement.

The objectives of our investment process are to

  • Assess the product and/or service capabilities, financial performance and management team of the investment opportunity
  • Assess the market opportunity for continued internal growth and add-on acquisitions
  • Determine the “value added” to the end customer of the platform company that will result from executing the growth strategy
  • Quantify the valuation parameters of the investment
  • Structure the investment to align the interests of management employees and KRG
  • Quickly respond to the investment opportunity, efficiently complete the due diligence and legal documentation requirements and close the transaction in a timely manner