Investment Process

We invest according to a best-of-class investment process developed over years.

We are constantly looking for interesting companies to invest in. In addition to our own search, companies are invited to approach us. We would usually first want to read through a short summary of the business. If your company fits within our criteria we welcome you to come and present the company to us. If after the initial familiarization you and we see potential to move forward, we assign a deal team before a thorough analysis of the company and the market in which it operates is commenced. The deal team follows our investment through from analysis up to exit. The deal team prepares, with the help of the management, an investment case comprising of:

• Summary of company strategy, development plan and anticipated market development
• Description of growth and value drivers and alternative means to build and defend competitive advantage
• Financial scenarios and risk analysis
• Company valuation
• Exit planning and owners’ agenda

It is critical to Nordic Growth that the management and other major owners share and agree on the most attractive development plan for the company.

Nordic Growth helps in structuring transactions in the best possible way for the company, and can syndicate the deal with suitable partners.

We have a pragmatic view on reporting – however, we do sincerely believe that a process of continuously documenting and tracking goals and objectives anchors shared objectives and provides a valuable audit trail for learning and analysis.