Home / Our Approach / Develop
03 — Develop
Deals move in stages, and every stage needs a next step. Evercap holds it, so you’re never the one updating a tracker or chasing a status. One dedicated account lead runs point on every relationship from call to close.
01 Evercap Call
We gather the business and financial information that matters, so the only calls that reach you are the ones worth having.
Short call respecting the owner’s time while getting to the heart of the business.
Do more listening than talking, so owners open up on their own terms.
Confirm fit against your mandate and set the client–owner call.
02 Client Call
We confirm the call same day and send notes out beforehand, so your team walks in prepared, not starting from scratch.
03 NDA & Due Diligence
With sell-side banking experience, we know the structure of NDAs and how to get owners comfortable signing in a timely manner. Then we keep diligence moving without being pushy.
| Diligence item | Description | Status |
|---|---|---|
| Executed mutual NDA | Confidentiality agreement in place before anything substantive is shared | Received |
| 3-year financial statements | Monthly P&L and balance sheet, last three years plus year-to-date, revenue and EBITDA by month | Received |
| Customer concentration schedule | Three years of revenue by customer, including customer type and geography | Received |
| Add-backs & normalizations | Owner expenses and one-time items adjusted to reach a normalized EBITDA run rate | In progress |
| Real estate leases | Term, renewal dates, and assignability on a change of control for all facility leases | Requested |
| Org chart & key employees | Employee census with role, start date, and compensation, plus a current org chart | Requested |
Illustrative example
04 Valuation
We stay close to the owner’s expectations on price and deal structure, feeding that back to your team so you’re negotiating with a clear read on where things can land.
We surface the gap early and work through it together, before an offer is ever drafted. Illustrative example.
05 Nurture Over Time
Not every deal moves fast. For owners not ready in the near-term, we keep the relationship warm over time, so the opportunity is still there when the timing is right.
Illustrative example