For advisors and brokers

A buyer who answers in days, decides alone, and closes.

You have a process to run and a client to protect. This page tells you exactly what to expect from OctoFox, in the order you will need it, so you can decide in two minutes whether we belong on your list.

Timeline

Our commitments, with dates attached.

These are standing commitments, not aspirations. If we cannot meet one on a given deal, we will tell you before the deadline, not after.

Within 48 hours
NDA signed and returned. We accept reasonable market-standard NDAs and mark up only what a careful buyer must.
Within 10 business days of the CIM
Written indicative offer with a valuation range, proposed structure and the key assumptions behind it. If we are not going to bid, you hear that within five business days instead, with the reason.
Within 3 to 4 weeks of the management meeting
Letter of intent with price, structure, exclusivity period, diligence scope and a closing timetable.
At LOI
Proof of funds under NDA for the OctoFox equity, and the full capital stack in writing.
Timetable set in the LOI
Closing. Typically 60 to 120 days depending on the size and complexity of the company. Confirmatory diligence with a fixed scope agreed upfront: quality of earnings, legal, and the operating review the founder conducts himself.
Capital

Financing is our problem, not the seller's.

We have closed with no bank at all, and we tell you in the LOI exactly how the deal is funded. More tools than a fund, and one person deciding which to use.

01

Own equity first.

Up to $2M per transaction from OctoFox's balance sheet. No committee, no approval from anyone else, proof of funds under NDA at LOI.

02

Seller paper.

Notes, earn-outs, deferred consideration, rollover equity. Where the seller believes in the upside more than we do, they keep a piece of it instead of arguing about price.

03

The company's own balance sheet.

Receivables and inventory lines, sale-and-leaseback of owned real estate, equipment finance. At Fogal and Borsalino the assets paid for part of the deal.

04

Distressed structures.

Asset purchases, 363 sales, credit bids, buying the lender's position before the equity. Cash need is smallest exactly where other buyers are most frightened.

05

Debt where it belongs.

Senior, mezzanine or bank debt where the cash flows support it and the existing balance sheet allows it, never so much that the company cannot breathe during the rebuild.

06

Co-investors on larger deals.

A small private group, unnamed by choice, brought into the operating company deal by deal. OctoFox remains the control party and operator.

Conduct

How we behave in your process.

01No retrade without a written reason.

The LOI price is the price we intend to pay. It moves only for material diligence findings, which we document and share.

02We never go around the advisor.

You brought the deal. Every conversation with your client goes through you, from first call to closing.

03Straight answers, early.

If a deal does not fit, you hear it on the first call with the reason, so you can spend your time on buyers who will bid.

04The founder does the diligence.

The person who signs is the person in the plant, with the customers and the suppliers. Nobody learns the business second-hand.

05Confidentiality by default.

We do not discuss live processes with anyone outside the co-investor group under NDA, and we do not name your client in our marketing after closing without written consent.

06One decision-maker.

The founder reads the deal, values it, negotiates it and signs it. No investment committee, no partner vote, no waiting for the fund to come back to you.

What to send

Enough for a first answer.

A teaser is ideal. Failing that, five lines will do: sector and product, location, trailing revenue and EBITDA, why the owner is selling, and what you need from a buyer. We respond within 48 hours, by name.