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| Investment Approach |
USP has developed a disciplined approach to sourcing, executing and monitoring its investments.
This approach entails:
Sourcing deals from a variety of channels, including investment banks, limited partners, portfolio management teams, accountants, lawyers, consultants, and other industry participants.
Performing rigorous due diligence internally as well as in conjunction with law firms, accounting firms, actuarial firms, and consulting firms on each potential investment.
Structuring the transaction to minimize risk and maximize return. USP prefers to be the controlling shareholder or the largest minority shareholder, and always require at least one board seat and standard shareholder protections. USP has completed a wide array of transactions, including corporate spin-offs, management buyouts, demutualizations, consolidations, and partnerships with strategic acquirers.
Monitoring the investment through active participation on the board, and guidance on strategy, mergers and acquisitions, corporate governance, and debt and equity financings.
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