INVESTMENT PROCESS
As B. P. Marsh is a specialist in providing finance to businesses in the early stages of development we understand the importance of having a flexible approach to investment. Whether you are a specialist in your own field looking to set up a business, a management team looking to engineer a buy-out or a business that requires development capital or acquisition capital to continue to grow your business, we are able to tailor our investment process to suit your needs.

Typically our investment decision-making process begins with an initial screening of an opportunity by our New Business Department to ensure that the proposal meets with our investment criteria. We will then carry out an initial review of the proposal that will typically consist of a business plan that covers the following areas:
- Overview of business
- Market opportunity and competition
- Competitive advantage
- Marketing and sales strategy
- Management team and key personnel
- Financial information: historical and three-year forecast profit and loss, balance sheet and cash flow statements
- Amount and purpose for which investment is required

After the initial review we will wish to meet with the management team to discuss the plan in greater detail. This is an integral part of the process that not only enables us to learn first hand about the management team’s aims, objectives and ambitions, but provides management with an opportunity to get to know key members of our team and understand how we are able to add value to their business.