Transaction Sourcing

Finial Capital takes a proactive approach toward sourcing investment opportunities, and generally leverages its network of advisory, banking, brokerage and other relationships to generate investment opportunities.

Because of the diversity of Finial Capital's investment themes, we believe that relationships play a critical role in successful deal sourcing.


Transaction Screening

Finial Capital uses a variety of criteria to determine whether a potential transaction should be pursued.

Key considerations include whether there is an opportunity to add value, whether a transaction is competitively bid or privately negotiated, available exit strategies, as well as attractive risk-adjusted economics.