Accredited Investors
Curated Network

WE ARE PLEASED TO OFFER ACCREDITED INVESTORS* ACCESS OUR DEAL FLOW

We are pleased to provide accredited investors* with access to a curated selection of high-quality investment opportunities. Through our tightly controlled and proprietary network of like-minded investors, we connect individuals with strategic interest in middle-market transactions to potential deals aligned with their investment goals.

This is not an offer or solicitation to invest in any specific fund or security. Rather, it is an opportunity to join a network designed to match pre-qualified investors with relevant opportunities. Prior to any introductions or deal sharing, all interested parties will undergo a qualification process to verify accredited investor status in accordance with applicable regulations.

If you meet the criteria and are seeking access to exclusive deal flow, we invite you to begin the pre-qualification process today.

Thank you for your interest

This Site, including its investment verification features (collectively, the “Site”), is intended solely for use by “U.S. persons” as defined under Rule 902(k) of the Securities Act of 1933, as amended.

The Site and its contents do not constitute an offer to sell or a solicitation to purchase any securities or investment advisory services in any country or jurisdiction where such an offer or solicitation would be unlawful.

Under Rule 902(k), a “U.S. person” includes:

  • Any natural person who is a resident of the United States
  • Any corporation or partnership organized or incorporated under the laws of the United States
  • Any estate in which a U.S. person serves as an administrator or executor
  • Any trust in which a U.S. person serves as trustee
  • Any branch or agency of a foreign entity located within the United States
  • Any non-discretionary account (excluding an estate or trust) held by a dealer or other fiduciary for the benefit of a U.S. person
  • Any discretionary account (excluding an estate or trust) managed by a dealer or fiduciary that is:
    • Organized or incorporated in the United States, or
    • An individual residing in the United States
Any partnership or corporation if:
  • It is organized or incorporated under the laws of any foreign jurisdiction, and
  • It was formed by a U.S. person primarily for the purpose of investing in securities not registered under the Securities Act, unless it is organized or incorporated, and owned entirely by accredited investors (as defined in Rule 501(a)) who are not natural persons, estates, or trusts.
The following are not “U.S. persons”:
  • Any discretionary account or similar account (excluding an estate or trust) held for the benefit or account of a non-U.S. person by a dealer or other professional fiduciary that is organized, incorporated, or (if an individual) resident in the United States.
  • Any estate where a professional fiduciary (executor or administrator) is a U.S. person, provided that an executor or administrator who is not a U.S. person has sole or shared investment discretion over the estate’s assets, and the estate is governed by foreign law.
  • Any trust where a professional fiduciary (trustee) is a U.S. person, provided that a trustee who is not a U.S. person has sole or shared investment discretion over the trust’s assets, and neither any beneficiary of the trust nor the settlor (if the trust is revocable) is a U.S. person.
  • Any employee benefit plan that is established and administered in accordance with the laws, customs, and documentation standards of a country other than the United States.
  • Any agency or branch of a U.S. person that is located outside the United States, provided that the agency or branch operates for valid business reasons and is engaged in insurance or banking, and is subject to substantive regulation in the jurisdiction where it is located.
  • The International Monetary Fund (IMF), the International Bank for Reconstruction and Development, the Inter-American Development Bank, the Asian Development Bank, the African Development Bank, the United Nations, and any of their agencies, affiliates, or pension plans, along with any other similar international organizations and their related agencies, affiliates, and pension plans.
Our M&A Process
01. Strategic Planning
Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.
02. Assess Financial Readiness
Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal.This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.
03. Align M&A Criteria
Establish clear parameters such as industry focus, size, location, and cultural fit for potential deals.Having defined criteria streamlines the target identification process and improves strategic alignment.
04. Research Target Industry
Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.
05. Target List Building
Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.
06. Target Outreach
Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.
07. Engage Targets
Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.
08. Letter of Intent (LOI)
Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.
09. Due Diligence
Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.
10. Closing
Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.
11. Target Integration
Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.
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