Invest

The search for insight to help you invest smarter

Gain exclusive insights into sectors and companies to make better investments.

Vardis works with only one client per transaction. We deliver unique sector, company, market perspectives and provide unparalleled access to key executives that can inform your

Investment Thesis.


ADDING VALUE AND INSIGHT AHEAD OF POTENTIAL INVESTMENT

Sector Insight    

Create your investment thesis

Full overview of industry and current and former board level executives 

Engage with key executives to gain insight

Appoint advisers to support the creation of your Investment Thesis

Identify potential assets

 

 

Identify an asset

Identify the best assets

Understand the likelihood of a transaction

Introductions of Chairmans and CEOs

Identify buyin teams

Networking events

 

 

Engage with management

Engage with management of targeted asset

Confidential references of current management team

Identify best management in the sector

 

Refine Your investment thesis

SWOT analysis of the business and its management

Identify the right advisors, buy in management, chairman

Reference the management team

Dig deeper into customers and suppliers

Company Insight    

THE COMPANY

Identify former senior executives from the asset

Gain exclusive insight from those who know the company best

Identify current and former senior executives from the key competitors

Engage with previous investors

Gain rapid access to key valuation insights - so help to decide whether to bid or not 

The market

Gain exclusive insight from those who know the market best

Identify current and former senior executives from the key competitors

Engage with customers and suppliers

Identify and engage with strategy and management consultants who understand the market dynamics

Gain rapid access to key valuation insights - so help to decide whether to bid or not 

the Management

Does the company have the best management team

Confidentially reference current management

Benchmark strength of management team against its competitors

Gain insight to where the team may need to be strengthened

 

 

 

Search

Identify the best management team ahead of the deal

Appoint the best team to deliver the Investment Thesis

Gain higher returns by appointing the best team to operationally deliver

Deliver quicker, exit quicker

People Insight & Search    

LeadershipThesis™

Delivering the investment thesis is key to investment success. Turn your Investment Thesis into a LeadershipThesis™

Does the management team have Private Equity DNA™

Are they capable of delivering under Private Equity ownership

Do they have the right team and leadership to deliver the Investment Thesis

 

Reference

Independent 360 degree referencing of key executives. Can they deliver

Understand the best way of working with them

Gain insight to where they will need support

Make quicker develop or replace decisions 

Build the right team faster

 

Assess

References to gain market view of management team

Third party independent assessment to understand if the team have Private Equity DNA™

 

Search

Appoint the best management in the sector

Augment the team to ensure delivery of the Investment Thesis

Gain better returns by delivering faster and exiting quicker

Our Work

Our global offices