Capital Raising Advisory Services

We provide advisory services that help clients raise capital to fund growth initiatives, strengthen balance sheets, provide shareholder liquidity, and increase shareholder value.

Helping investors to better understand industry trends and a company’s competitive advantages are key to success in securing financing on attractive terms. Because of our deep industry knowledge, extensive financing transaction experience, and relationships with capital providers, we can effectively articulate to capital providers: (i) the size of the market opportunity, (ii) current market conditions and long-term trends, and (iii) the relative competitive advantage of the client’s products/services and business model.

Like our other service offerings, we approach a fund raising assignment within the context of a client’s shareholder objectives, competencies and corporate resources, growth opportunities, and relative market position. Elements of our capital raising advisory services include the following:

Strategic Review

  • Shareholder/corporate objectives
  • Strategic and technical competencies, capabilities and resources
  • Company and industry growth opportunities and risks
  • Competitive position in existing and targeted market(s).

Financial Review

  • Analysis of current financial condition and growth performance
  • Projected financial performance with sensitivity analysis
  • Optimal capital structure consistent with strategic objectives
  • Financing market conditions

Relationship Development

  • Identification of capital sources likely to have interest
  • Development of materials that present the company’s strengths to capital providers
  • Solicitation of financing proposals

Evaluation of Financing Alternatives

  • Ensure financing structure and terms appropriate for company’s strategic plan
  • Consistency with shareholder objectives
  • Comparison and negotiation of economic and other terms.