THE INVESTMENT PROCESS

Jefferson Capital Partners prefers to receive a business plan as the first step during the review of an investment opportunity. A business plan provides JCP with an efficient means to evaluate whether an investment opportunity fits within JCP's investment philosophy. Additionally, a business plan allows JCP to better prepare for an in-person meeting with company management should such a meeting be warranted at a later stage in the evaluation process. Business plans sent to JCP should contain an executive summary, a description of the business (with an emphasis on the market opportunity, competitive position, and sales and distribution channels), biographies of management, historical and projected financial statements, and a detailed explanation regarding the intended use of investment proceeds.

If after JCP reviews a business plan, it determines that the company fits within JCP's investment philosophy, JCP will typically meet with the prospective portfolio company's management team to develop an in-depth understanding of the investment opportunity. If after an in-person meeting with management, JCP still believes that the investment opportunity is consistent with its investment philosophy, JCP will begin an extensive due diligence process with the company. The company, its business plan, and relevant industry and competitive data are evaluated during due diligence. JCP uses a thorough financial modeling process to assess the prospective portfolio company's major operating assumptions. If during due diligence, JCP and the company reach an agreement in principle, JCP will complete its due diligence concurrently with the drafting of the legal documents necessary to consummate the investment.

JCP understands that time is often a management team's most precious resource. If during the investment evaluation process, JCP determines that an investment opportunity is not consistent with its investment philosophy, JCP will immediately cease the evaluation process and communicate the lack of fit to company management or its representatives. Regardless of whether or not an investment is consummated, JCP strives to make the investment evaluation process timely and efficient. In successful transactions, the entire due diligence and funding process can typically be completed in approximately 90 days.

CONTACT INFORMATION

Jefferson Capital Partners, Ltd.
901 East Cary Street
16th Floor
Richmond, Virginia 23219

Telephone: (804) 643-0100
Fax: (804) 643-9140

DIRECTIONS

Click here for a map to our offices

DIRECTIONS FROM THE WEST
Take I-64 East to 195/Downtown Expressway. Proceed through toll (50 cents) and take the 7th Street exit. Proceed through the first light. At second light, take a left onto 10th Street. After going through the light at Canal Street, take a right into the parking garage which is in the middle of the block.

DIRECTIONS FROM THE EAST
Take I-64 West to I-95. Take I-95 south to Exit 74-A (I95/I195 to Powhite Parkway) and then take the first exit – Canal Street to 60. After exit get into the right lane at toll booth (20 cent toll, correct change required) continue to right lane after toll and turn right at the first stop light (South 10th Street). Turn right into parking deck (skywalk directly above).

DIRECTIONS FROM THE NORTH
Take I-95 South. Stay on I-95 until you reach downtown Richmond (you will see the downtown area on your right). Take Exit 74-A (I-95/I-195 to Powhite Parkway) and then take the first exit – Canal Street to 60. After the exit get into the right lane at toll booth (20 cent toll, correct change required) continue to right lane after toll and turn right at the first stop light (South 10th Street). Turn right into parking deck (skywalk directly above).

DIRECTIONS FROM THE SOUTH
Take I-95 North. Stay on I-95 until you reach downtown Richmond (you will see the downtown area on your left). Take Exit 74-A (I-95/I-195 to Powhite Parkway) and then take the first exit – Canal Street to 60. After the exit get into the right lane at toll booth (20 cent toll, correct change required) continue to right lane after toll and turn right at the first stop light (South 10th Street). Turn right into parking deck (skywalk directly above).

DIRECTIONS FROM THE PARKING GARAGE
The entrance to the skywalk is located on the second floor of the parking garage. Walk across the skywalk into our building, One James Center. Go past the first set and use the second set of elevators – we are located on the 16th floor in Suite 1600.

Copyright © 1999
Jefferson Capital Partners, Ltd.