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Fireside Financial Acquisition Criteria
Fireside Financial Acquisition Criteria

Fireside Financial applies a disciplined process for deal origination. With a target of the Midwest, a large geographic region, Fireside utilizes the following criteria to uncover transactions:

          • Local presence
          • Relationships
          • Clearly defined and consistent strategy
          • Proven ability to react and close quickly



Investment Strategy

Theme-based Approach

With intensive research, Fireside utilizes several themes for investment, which include the following characteristics:

          • Counter-cyclical
          • Strong fundamentals
          • Dislocated markets
          • Require active investment oversight
          • Benefited by a portfolio approach



Investment Process

Fireside employs a disciplined process to generate superior risk-adjusted returns:

Establishment

          -Theme development

          -Off-market deals

          -Exploit inefficient local markets

          -Leverage relationships

Evaluation

          -Strict due diligence process

          -Conservative underwriting focusing on capital preservation

          -Create optimal deal structure

Execution

          -Hands-on asset management

          -Portfolio management

          -Relationships with “best of class” operating partners

Exit

          -Optimize returns through active investment management

          -Explore multiple strategic alternatives and exit opportunities