Our Process
While every engagement requires a bespoke solution, our process starts the same, an in-depth review of our clients' history, culture, growth strategies, and financial wellbeing.
If we don't know where you've come from, we can’t know where you're going
We understand that founders and business owners pour their heart and soul into their business, so every project begins with a series of interviews to understand the company's original mission, the evolution of the vision and the company as a whole, and the leadership’s aspirations for the future. Our team then meets with the senior staff and key players to get a wholistic feel for the company’s culture while simultaneously understanding how each piece adds to the whole. As these interviews are ongoing, we conduct an exhaustive examination of our client’s financials, historical performance, and ongoing contractual obligations and prepare a Confidential Information Memorandum and accompanying Datawarehouse.
Crassus partners with innovators and thoughtful investors who empower businesses to grow and evolve into industry leaders
Once our team has surfaced from its deep dive on our client, each of our partners combs through their rolodex to identify thoughtful partners that will create a synergistic relationship, can help our client achieve their near- and long-term goals, and aligns on their core values and corporate culture. From there, we preset our clients to potential partners and showcase their strengths and strategic vision while providing real-time access to key data.
We provide around the clock support from introduction through conclusion
Once we’ve identified the ideal partner, or partners, our team will provide bespoke white glove support through the conclusion of the transaction. Crassus team will negotiate the contours of the relationship and actively manage the quality of earnings and due diligence processes to ensure minimal surprises, disruption to the company’s operations, and a smooth closing.
