The Core Value Assessment (CVA)

The Core Value Assessment (CVA) is Circumference Group’s proprietary framework that serves as the backbone for the firm’s investment approach and decision making process.

The CVA is designed to identify:

  • Opportunities to accelerate organic growth
  • Elements that enhance operational scalability
  • Investments necessary to position a company for M&A success

Key Elements

The CVA is a framework to ascertain a company’s growth and cash flow potential by thoroughly understanding its operating discipline and financial performance through multiple stages of the company’s evolution.

Value proposition, customer base and market position

Customer acquisition, account mgt. and sales

Service delivery, functional operating scalability

Leadership team, culture and human capital management

Historical financial and business model specific metrics

The CVA was developed over many years by Circumference Group founder and CEO Jeff Fox. The CVA is the culmination of the firm’s wide range of experience in operations, business development and strategy, mergers and acquisitions, executive leadership, investment banking and professional investing. Circumference Group leverages the CVA across the entirety of its investment platform.