Cardinal Growth | Private Capital

Investment Process

Cardinal separates the process of making and exiting an investment into the following steps:

Sourcing		Cardinal has established a proprietary deal flow network, based on its core of family offices, high net worth investors, investment banks, SBICs, fundless sponsors, professionals, and industry experts. Cardinal actively cultivates this network through networking, communication, and incentive programs.
Underwriting		Once a qualified transaction is sourced, it goes through a rigorous underwriting process. The purpose of this process is threefold: 1) to perform proper due diligence; 2) to evaluate risk-reward indicators; and 3) to apply internal checks and balances.
Documentation		Upon substantial completion of the underwriting process, the transaction documents are prepared and a closing date is established.
Development		Cardinal provides its partners with a variety of value-added development services including: merger & aquisition activity, operational enhancements, capital markets expertise, system improvements, and networking.
Realization		Cardinal has extensive experience in preparing companies for sale and other liquidity alternatives. Typical Cardinal exits include: sale to a strategic buyer, sale to a financial buyer, management buyouts, IPOs, or recapitalizations.