A Buttonwood Sponsor Review dives deep into the nuts and bolts of the sponsor’s organization, disclosing key details of its prior experiences, performance and capacity, and capability to manage investment offerings.
- Company background, ownership and affiliate structure
- Management experience, background checks and legal review
- Entity analysis including legal review
- Company formation documents for the sponsor and affiliates
- Company governance documents such as operating agreements, partnership agreements, etc.
- Overview of sponsor’s targeted investment types and investment methodologies
- Financial statements for the sponsor and capitalized affiliated entities
- Company insurance policies
- Succession and business continuity plans
- Prior performance with syndicated offerings and outside of offerings
- Target market overview
- Internal controls including accounting policies, cash management and handling, IT security, etc.
- Selling group relationships including managing BD arrangements (if present)
- and More
