With any investment there is inherent risk.  The best way to mitigate this risk is to understand it and confront it openly.  We make sure to understand both industry-wide risks and company-specific ones. Some examples of this: Are there outstanding legal or regulatory matters, or just a spotty history with management? Is the company eco-friendly? And, what kind of long-term risks could result from it embracing/not embracing green initiatives? We do not shy away from understanding worst-case scenarios and their potential outcomes on the industry and the specific company.

What is the worst case scenario? If a new product fails or a competitor brings a new and better product forward, how would this affect the company? How does an investing plan manage downside risk? For real estate, how would a jump in interest rates affect the ability to carry a mortgage on a property?

Upon the completion of the due diligence process, we provide a comprehensive report on the viability of the prospective investment and how the transaction would fit into our client’s overall financial profile.