The Collins Process

The Collins Role



Study the company’s financials and prospects.

Corporate Overview

Document to be used in discussions with prospective investors, buyers, and strategic partner targets.

Initial Discussion

Powerpoint “decks” for company management presentations

Preparation Stage

Focus on Client's Operations. What they do, how they do it, where and how they sell


Refine presentation of the business and products, its “go-to-market” and financing strategies

Initial Discussion

Financial presentation and projections

Additional Support

Determine/Scope Out with the Client whatever additional “collateral material” is needed to carry on negotiations and pass “due diligence”

Client Solicitation



We comb our in-house database to compile a list of prospective clients. In Financing and Sell Side Mandates we strive to identify up to 100 targets that might have an interest.


We work with the Client during detailed discussions for a “term sheet” and investment agreement, as well as from the due diligence process to closing.

Client involvement

Minimum until a prospective investor, buyer, acquisition, or strategic partner shows definite interest.

Initial Approach

Requesting a company management presentation. We do all the work in qualifying interested parties before the Client needs to become involved.


We maintain an ongoing relationship when we are to assist in the next stages of expansion/financing.