Balaton has developed a tried and tested business process for cultivating a lasting and mutually beneficial relationship with our portfolio companies and our investment partners. While every opportunity is unique, the main points of our approach include:

• The initial introduction to the business/opportunity
• Meeting with the management and major stakeholders to understand the situation
• Development of the preliminary industry/market research
  • identify problem areas and feasibility study
  • establish a general valuation range for the company
• Assessment and decision by our investment committee
• Delivery of Expression of Interest with draft Term Sheet
• Performing full due diligence
• Delivery of non-binding Letter of Intent with Term Sheet
• Negotiation of final Definitive Agreement
• Deal closing and implementation of strategic initiatives