How do we invest

Investment strategy 

Our aim is to make significant improvements to the efficiency of our investee companies. We achieve this by employing our strategic, operational, legal, financial and investment banking expertise gained over many years of practical experience. Our management team excel in:

• Actively contributing to the work of our investee companies Boards of Directors
• Attracting independent directors with recognized credentials and well-established track records 
• Helping our portfolio companies to become strong market leaders
• Building highly competent management teams
• Introducing effective corporate governance
• Improving accountability
• Developing effective motivation schemes

Investment criteria

We focus on industries consistent with our management team`s track record:

• Retail
• FMCG
• TMT
• Healthcare
• Financial services
• B2B and B2C services

We actively seek out companies that have:

• sustainable business models
• strong management teams
• growth stages of development
• leading market shares or clear consolidation potential
• brand recognition
• tangible and sustainable competitive advantages
• clear exit opportunities (capital markets or strategic sale)

We actively search for the following transaction types:

• High-growth, privately owned companies looking for new capital to fund the Capex programs needed to achieve further expansion
• Partial buyouts of existing shareholders in businesses with successful, proven business models, which generate strong, stable returns
• De-leveraging and other capital structure improvement
• Pre-IPO opportunities
• Other opportunities offering balanced risks and returns in our target industries

Investment process



Deal sourcing

• Search for proprietary opportunities
• Thorough preliminary evaluation
• Preparation of materials for UCP`s Investment Committee
• Investment Committee sounding-board review

Investment Analysis and Terms sheet signature

• Terms sheet negotiation and signing
• Financial, business, legal, and tax due diligence
• Deal structuring
• Preparation of Investment Memorandum first draft
• Investment Committee review

Approval and finalisation

• Completion of due diligence process
• Negotiation of transaction documents
• Preparation of final Investment Memorandum
• Investment Committee approval
• Deal signing and closing

Investment management

• Board participation
• Strengthening and improvement of the management team
• Corporate governance improvements
• Financial and operational fine tuning
• Post-acquisition reviews
• Preparation for successful exit

Exit

• Identification of best exit option
• Investment Committee approval
• Sale execution

United Capital Partners Advisory
Paveletskaya Plaza, 2 Paveletskaya Square, bld 2 , Moscow 115054, Russia
Phone: +7 (495) 643-11-00, Fax: +7 (495) 643-13-00
info@ucpfund.com