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Post Transaction Business Strategy and Financial Reporting
Define key performance metrics and benchmarks
Define critical portfolio company drivers and expectations
Define and refine business strategies and communication with financial investors
Establish diagnostic performance review internals
Post-investment diagnostic to assist the investor with proactive monitoring or periodic investment review
Assist in development of monthly investor or Board package
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Strategic and Pre-Transaction Planning
Financial Due Diligence Transaction Services
Transaction Negotiation and Execution Services
Investment Realization
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Halstead Design