Investment Process

Our investment construct consists of a targeted, proactive, repeatable process. This combines “top down” (evaluating and selecting sectors based on carefully considered investment theses) and “bottom up” (assigning a team of investment professionals to get to know, at a granular level, the leading companies and managers in these sectors) approaches to identifying investment opportunities.

Our investment strategy is based on identifying potential investee companies with:

An attractive structure with a potentially profitable and sustainable business case.

Top quality visionary, entrepreneur-motivated management teams.

A distinct competitive advantage driving a strong market position.

A solid track record and attractive growth potential.

Sustainable competitive advantages and clear value-add propositions.

Internal expansion opportunities and scope for add-on acquisitions.

We work closely with existing shareholders and management teams to optimize value-creation strategies.

With combined decades of experience, Bambili Group’s team has a well-defined, multi-stage investment process incorporating a robust system of risk management.

  • Valuation of underlying company
  • Due diligence of management team
  • Disciplined approach to potential pricing
  • Company exit scenarios analysis
  • A risk team, independent from deal team
  • Staffed by senior management team
  • Challenge underlying assumptions
  • Raise potential issues that could affect returns
  • Involved at all stages (evaluation, negotiation, execution)
  • Consider attractiveness of deal in terms of IRR, multiple and payback as well as impact of portfolio diversification
  • Formal approval
  • Structuring and closing
  • With external extensive legal and tax expertise perform tax and legal diligence to identify and mitigate risks
  • Implement transfer process execution
  • Regular review of current and projected performance on all transactions
  • Proactive approach to portfolio management team (representation on the boards of the investee companies)
  • Post investment governance and intervention committee
→ Assess potential structural, legal and tax obstacles
→ Reporting on a weekly basis
→ Preventive and corrective actions