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John Samuelson
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Investor · Venture, PE & family office

Diligence and post-close operations on a $100M+ transaction

Family office (anonymized) · Years to be confirmed

$100M+
transaction value
XX
post-close operating result

Situation

A family office evaluating an emerging-technology investment needed technical diligence, and then an operator to carry the business through the post-agreement phase.

Mandate

Technical due diligence, then post-close operating leadership

What John did

  • Ran technical and operational due diligence
  • Reviewed the business plan and deal terms with the investor's counsel
  • Describe the post-close actions

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