Step 2: Preliminary Review

Preliminary Review   Once we have determined that your business meets our investment criteria, and you have determined that Hadley Capital is a legitimate buyer, we typically exchange a 
Confidentiality Agreement
, so you can share the following information with us:
  • Summary of the needs of the business owner (outright sale, recapitalization or partial sale, management buyout, etc.)
  • 3-5 years of financial results (P&L and balance sheet)
  • Review of annual
    Owners Benefits
  • Summary of top customers
  • Other information that is particularly relevant based on the type of business (for example, annual capital expenditures in a capital-intensive business)

After reviewing this information and a follow-up telephone conversations, we will either confirm our interest and discuss next steps or politely decline.

If we move ahead, Hadley Capital will typically issue a

Term Sheet
and arrange an on-site visit.


Of the 1,000 or so companies that we are introduced to each year, approximately 10% proceed to Step 3.