Delivering a cohesive story that effectively demonstrates your firm and strategy's differentiating qualities is essential during meetings with existing and prospective investors.  This relates not only to initial conversations and meetings, but all the way through the ODD review. 

 

As Partner and Head of Business Development at Criterion Capital Management and head of the Capital Introductions team for Goldman Sachs on the West Coast, Senior Advisor John Micek has developed a strong understanding of this process and what investors are looking to hear during the due diligence process.   

 

In addition to helping with positioning, John works selectively with clients on creative ways to leverage existing collateral and ongoing initiatives to maximize effectiveness and reach.