This document outlines the proposed due diligence framework for CF mandated deals, focusing on key criteria for adding products and transactions to the AWM platform. It includes criteria such as AWM due diligence, analysis of capital structure, counterparty analysis, reputational risk analysis, structuring/documentation, governance controls, conflicts of interest, revenue potential, and resourcing. The document highlights the lack of current AWM expertise in direct deals outside of RE and Infrastructure and suggests hiring additional headcount with direct PE or CF advisory due diligence expertise.
documents/vol00010-efta01460568-pdf.pdf
{"title":"Proposed Due Diligence Framework for CF Mandated Deals","document_type":"correspondence","document_subtype":"internal memo","key_organizations":["Deutsche Asset & Wealth Management"]}