Deal Sourcing

A private equity transaction in which two or more PE firms jointly acquire a target company, sharing the equity investment, risk, and governance responsibilities. Club deals enable firms to pursue larger transactions than they could finance individually and provide portfolio diversification benefits.

The configuration of financial, legal, and operational terms governing a merger, acquisition, or investment transaction. Deal structure encompasses the mix of cash and equity consideration, earn-out arrangements, escrow provisions, representations and warranties, indemnification mechanisms, and governance rights.

A separate legal entity created for a specific financial purpose, such as isolating risk, holding assets, or facilitating a particular investment. SPVs are commonly used in venture capital for individual deal syndication and in private equity for structuring leveraged acquisitions.

An investor in a private equity or venture capital fund who contributes capital but does not participate in day-to-day investment management. LPs include pension funds, endowments, family offices, sovereign wealth funds, and high-net-worth individuals.

An investment vehicle that allocates capital to a portfolio of private equity, venture capital, or hedge fund managers rather than investing directly in companies. Fund of funds provide diversification across managers, strategies, and vintages, though they involve an additional layer of management fees and carried interest.

A framework for evaluating a company's performance across environmental impact, social responsibility, and corporate governance practices. ESG factors are increasingly material to valuation, investor mandates, and regulatory compliance, and intersect with intangible asset categories such as reputation and organisational capital.

A situation in which one party in a transaction possesses more or better information than the other, creating an imbalance that can affect pricing and deal outcomes. Information asymmetry is particularly acute in intangible-heavy businesses, where the true value of assets such as proprietary data, know-how, and relationships is difficult for external parties to assess.

Legally registered signs, symbols, words, or combinations that identify and distinguish the goods or services of one company from those of others. Trademarks protect brand identity and are renewable indefinitely, making them potentially perpetual intangible assets.

What is a private equity fund and how do they use valuations?

PE funds buy companies at entry multiples, operate them to improve cash flows and competitive position, then exit at higher multiples — valuations are critical for entry/exit decisions.

How does the Opagio Questionnaire scoring work?

The Opagio Questionnaire scores a company's intangible investment across six practical categories, giving a 0-100 score for each, an overall score and maturity level, and investment priorities for the biggest gaps.

What KPIs should track intangible asset health?

Key intangible asset KPIs include net revenue retention, brand NPS, patent portfolio strength, employee retention, R&D intensity, customer concentration, and data asset growth rate.

What is Opagio Intangibles and who is it for?

Opagio Intangibles is the main paid Opagio product. It delivers bottom-up intangible asset valuation, Growth Plan forecasting, the Value Drivers Register, Normalised P&L, Intelligence, and Growth Accounting — for SMEs, investors, and advisors.