K2's Investment Process
We are delighted that you are considering K2 as possible Business Partners with your Company
Book a Free Strategy & Viability ReviewOur Investment Approach
K2 invests its time and expertise in return for a minority equity interest or success fee to ensure it has a stake in the success of your Company. While our investment might also involve injecting cash to achieve strategic objectives, this will always be as a loan.
Our approach is intended to ensure an alignment of interests between you and us.
K2 has relationships with a number of private and corporate investors. Where we identify the need for investment in growth, we will introduce appropriate investors when necessary.
Key Principles
Partnership Model
Minority equity or success fee structure
Aligned Interests
We succeed only when you succeed
Investor Network
Access to private and corporate investors
Confidentiality
We treat all information provided to us as commercially confidential and observe strict policies to protect your communications with us and secure any confidential information that you provide to us.
To reassure you that you are dealing with us, you will only ever deal with a K2 Partner who is listed on our website and we all have a K2 email address with the same domain name as our website.
To reassure you about the protection of your Confidential Information we are happy to sign a Mutual Non-Circumvention Non-Disclosure Agreement (Mutual NCNDA) with you.
Request Mutual NCNDA
K2's 3-Step Success Driven Investment Process
Our investment process is designed to identify value in your business that we can help unlock through our partnership
Phase 01: Application
- • Initial Research
- • Information Gathering
- • Free Strategy & Viability Review
- • Follow Up Meeting
- • K2 Bridge Transformation Approach
Phase 02: Options Review
- • Introducing the Options Review
- • Scope of the Options Review
- • Documentation Request
- • Options Review Document
- • Options Review Meeting
Phase 03: Investment
- • Types of Investment by K2
- • Relationship Terms Agreement
- • Expectations of K2's Involvement
- • Your Dedicated K2 Partner
Phase 01: Application
We carry out Initial Research to help us understand your market, your business and its opportunities before a call.
Information we request for Initial Research:
- • Company details
- • Contact details
- • Basic financial information
- • Details of assets
- • Opportunity for growth
- • Details of any immediate issues
Initial Research
We learn about you, and you learn about us
Strategy & Viability Review
Free consultation to assess opportunities
Phase 02: Options Review
Introducing the Options Review
Once you are happy for K2 to carry out an Options Review, which is essentially the Balance Sheet Bridge referred to above, we then agree terms. The Options Review document is highly valuable as it is a document that we provide to you as the Directors and can be used as the basis for negotiations with investors, banks, HMRC, creditors and other stakeholders for delivering your preferred option.
Investment Cost
Given that the Options Review document is highly valuable for decision-making and dealing with stakeholders, we charge £3,000 plus VAT of which we expect to be paid £1,500 plus VAT up front with the balance payable after going through the Options Review document with you and providing you are happy with it.
Scope of the Options Review
The Options Review focuses on the Trial Balance figures that make up the Balance Sheet although many of these figures are analysed in greater detail to understand pressure and the scope for improvement.
Analysis Includes
- • Overdue payments analysis (HMRC, creditors)
- • Purchase and sales ledger review
- • Bank, mortgage, lease agreements
- • Charges and security review
- • Personal guarantees assessment
Phase 03: Investment
Types of Investment by K2
K2 Minority Equity Stake
Partnership investment with shared risks and rewards
K2 Success Fee
Fee based on successful delivery of preferred option
K2 Acquisition of Majority Equity
When complete restructuring is required
K2 Deferred Consideration
Flexible payment structures aligned with performance
Your Dedicated K2 Partner
You will always have a K2 partner as your primary contact person. You should always feel free to contact them at any time since we believe that as investors we are partners with you and that we have a mutual interest in the future success of the Company.
Expectations of K2's Involvement
We work as true partners, providing ongoing strategic guidance, operational support, and access to our network of contacts to help ensure the long-term success of your business.
Ready to Start Your Recovery Journey?
Our proven 3-step process has helped hundreds of companies achieve sustainable recovery and growth. Take the first step with a free, confidential consultation.
Backing owners and directors facing a crisis
Investing in companies with £3m-£20m turnover led by committed boards and with assets that other investors find difficult to value
Unlock your potential by partnering with K2 Business Partners
Partnership Approach
We invest our time and expertise alongside you, sharing both risks and rewards
Immediate Action
Crisis situations require rapid response - we move fast when time is critical
Proven Track Record
Over 20 years of successful turnarounds across diverse sectors
Confidential Support
All consultations are completely confidential with no obligations