NiklasJames.com

Bankers as Free Advisors

Industry-leading investment bankers can be your best advisor - for free.

Ping them once you're under LOI. Bankers can:
• Sharpen your investment thesis (define best-in-class, position the narrative, stress-test growth strategy, validate diligence, avoid landmines)
• Enhance legitimacy with seller
• Triangulate valuation (market intel, comps & benchmarks, exit multiples)
• Suggest add-on candidates (especially if you include them on your board)
• Introduce you to executives, industry experts, and relevant capital providers

Why will they help for free?
(1) They're curious to learn about your deal (deepens their industry expertise)
(2) They see long-term potential (board role and/or sell-side engagement)

Thanks to Ralph W. Manning for this recommendation.

About the author

Hi, Niklas here 🙂📝

This is my journey as an independent sponsor & equity investor.

I publish tactical insights for deal-by-deal private equity.

Subscribe for my short-form content in your inbox (~3x/wk).

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