Baseline Strategy ⇢

• Evaluate core tech and IP
• Align business outcomes

Business Valuation ⇢

• Generate revenue projections
• Benchmark industry peers
• Reduce investment risk

Partnership Strategy ⇢

• Identify partner/investor profiles
• Leverage TBGA network connections
• Identify synergies and potential redundancies

Value Proposition ⇢

• Shape investor pitch
• Support investor conversations

CLIENT SUCCESS STORY

Technical Due Diligence

Background

Whether assessing a start-up or a mature organization, investing is all about balancing risk and reward. Everyone has the same access to industry reports and generic growth projections, but how do those apply to the specific target? Does the company have a technical advantage? Additionally, a high level of trust must be held between all parties to share highly confidential and competition-sensitive information.

Approach

The Barnes Global Advisors works closely with the investor to first understand the goal of the investment and understand the possible gains to each player. Then we develop a question list based on the target’s capabilities and investment goal. We have a series of telecons, and likely a site visit, to assess the technology and/or capital assets and confirm those can support the business projections and financials. TBGA acts as an extension of our client’s team and can answer questions at any time. Our final report details the most significant risks and opportunities identified for the investment.

Solution

TBGA’s team of experts has performed technical due diligence and expert witness projects for dozens of clients ranging from material producers and AM start-ups to cloud manufacturing providers.

One client stated, “This is the most prepared we have ever been to make an investment decision.” Another completed a successful SPAC (Special Purpose Acquisition Company), while several others chose not to make the investment.