Private Captal Raising Process

Collectively, our senior professionals have completed numerous debt and equity financing transactions and have combined the lessons learned from these experiences and our active network of financing sources into a differentiated process designed to achieve cost effective capital solutions. Our process consistently produces successful transactions, superior transaction terms and conditions, and very satisfied clients.

Key elements of this process include:

  • Conducting a preliminary discussion regarding valuation expectations, optimal timing, process strategy and goals
  • Performing detailed, up-front due diligence to fully develop an investment thesis while maximizing our ability to position the company most positively in the marketplace and minimizing the likelihood of negative surprises during later investor due diligence
  • Preparing an offering memorandum supporting the investment thesis with the requisite facts and data
  • Determining the most appropriate group of potential investors, whether financial and/or strategic
  • Confidentially marketing the business to potential investors
  • Providing objective advice regarding available opportunities
  • Negotiating the term sheet
  • Facilitating and monitoring investor due diligence
  • Assisting in the negotiation of a formal definitive agreement and closing the transaction
  • Project finance