Since 2005
Making the right decisions for over 20 years
For more than 20 years, our company has remained committed to making thoughtful, disciplined, and informed decisions that stand the test of changing markets. Our success comes from combining decades of experience with careful research, sound risk management, and a clear understanding of the opportunities and challenges facing investors. We take a long-term approach, avoiding short-term rewards while staying flexible enough to adapt when circumstances change.
Through market cycles, economic uncertainty, and periods of growth, our focus has always remained the same which is protecting and growing our clients’ investments through responsible and smart decisions. Our consistent approach, along with our experience and dedication to our clients, is why we have continued to make the right decisions and earn the trust of those who have invested with us for over two decades.
Proudly hailing from the Corporate Capital of America, we stand proud and we will continue doing what we know best.
corporate market advisory conveyed by devoted team players
Profitable transactions including Merger, Acquisitions and
asset sales, 2005 Investment Partners always provides a secure, transparent and
effective way to expedite your deals. Our highly qualified team is efficient on
prioritizing accuracy and success. As your deal progresses, we provide the
guidance and support of an experience global administrator offering guaranteed
accuracy, speed and flexibility. Our team can integrate into the closing and
post-closing process with our skilled agreement negotiation, industry knowledge
and experience.
Our team of experts resolves indemnification claims and
purchase price adjustments, answer common questions from the securityholders as
a direct point of contact, we manage all administrative aspects of the
post-closing period. As a Shareholder Representative, the securityholders can
maintain the decision-making power on important matters while our team takes
care of the rest.
Closing:
While we do agree that a Sales agreement is an importance milestone, the post-closing phase can be equally challenging. Sellers can often overlook the administrative and legal requirements that continues long after the agreement is signed.
Post-Closing:
It can be time consuming and intensive. The process can take a lot of hours, excluding any disputes, hours that you may not have. this is why you need a professional to make sure that you get optimal results from each hour that is put in.
Professionals:
Leaving it to the professionals can eliminate costly errors and setbacks for example: Missed Deadlines, Legal Liabilities, Conflict of Interest or even Exhaustion and Inefficiency.
Deal Execution:
We work out every detail in making sure that the terms are carried out, progress is tracked so that the shareholders are updated and informed.
Skillset:
Our wide range of skillset acquired by years of experience are specialized in Tax (Income, Sales and Use), M&A Deal Structures, Contract Law, Dispute Resolution and last but not least, Customer Service and Project Management..
Right People:
By hiring a professional to do the heavy lifting, you get more freedom to focus on future endeavors as well as enjoy the fruits of your hard work and good investment without the mental exhaustion of handling minute yet tedious details.
Managing Details of an Agreement:
We stay on top of key dates and deliverables based on extensive review of the deal terms, including events and earnout.
Avoiding potential Discord:
With our
neutral viewpoint we speak for our securityholder's base as a whole, by providing an
impartial dealing throughout the post-closing process.
Professionals:
With our
neutral viewpoint we speak for our securityholder base as a whole by providing an
impartial dealing throughout the post-closing process.
Running daily duties:
Answering
to all securityholder's questions commencing on the closing date, providing status
report throughout post-closing, adjusting individual securityholder allocations
of any holdback or contingent consideration, and coordinates distributions of
additional proceeds.
Overseeing and finding solutions to any Indemnification Claims:
We
receive all indemnification claims for the securityholder and help in the
negotiation of disputes as well as drafting formal responses to guide certain
decisions.