VALUATION & CAPITAL ACQUISITION 


CONSULTING CASE STUDIES

 

 

 

If you need to:
  • Ensure your financials are accurate and appropriate
  • Determine the value of your company
  • Identify your growth capital needs
  • Understand deal structure options
  • Find and pitch potential investors

We support valuation and capital acquisition needs by:

1. Due Diligence

    • Collect and normalize company financial data
    • Clean up financial statements & model key ratios
    • Valuation of company (including 3 different valuation methods)

2. Deal Structuring & Investor Pitch

    • Provide deal structure scenarios (i.e. Direct Equity, Preferred Stock, Debt, etc.)
    • Identify optimal structure to maximize investor objectives
    • Work with attorneys to implement structure
    • Refine investor pitch & coaching on "telling the story" to investors

3. Capital Acquisition

    • Line-up potential investors in order to raise funds
    • If seeking debt from banks, make introductions and attend meetings
    • Fundraising and Roadshow