By working with a carefully selected group of clients each year, Katan takes the time to understand the transactional requirements and operational needs that are fundamental to the creation of long-term shareholder value.
Our evaluation process is simple. We make a determination of the following criteria:
- Do we believe that the people involved can get the job done?
- Does the product/technology/company have a sustainable competitive advantage?
- Do we share similar expectations of value and outcomes?
- Can we add value to the company/process given our involvement?
Upon obtaining a mandate, we meet face-to-face to understand and evaluate the management team, technology, and financial position of a company. We then determine what is required to increase value, grow, and commercialize the technology.
Based upon this evaluation and subsequent due diligence, we design and develop a fully integrated strategy, from both an operational and capitalization perspective, to permit technology based companies to achieve their full commercial value.
Next, we take a role, in some contexts an operational role, assisting our clients in the implementation and execution of these strategies.
Our end goal is to create enhanced value for our clients, something we have been fortunate to achieve in numerous assignments.


