The Services
•Review•
Client’s management structure and board of directors,
to ensure that the client has the kind of management
experience and outside directors that investors expect.
Outside audit and legal relationships to ensure that
investors will find them satisfactory.
Client’s accounting system to ensure that it adequately
captures and presents the kinds of information investors
will want to see.
Client’s financial and legal structure.
•Prepare•
An extensive preliminary Due Diligence investigation,
as would be conducted by a potential investor, to
identify problems or deficiencies and prepare a plan to
correct them.
Financial model of the client’s business, analyzing cash
flows, rates of return, and sources and uses of funds.
A Master Financing Plan that identifies the amount of
financing the client needs, in what form (debt, equity or
a combination), over what period of time, and from what
likely sources. Preparation of a strategy and timetable
for implementation.
Information materials for potential investors, including
a business plan, marketing plan, management plan and
financial plan, in the form of printed materials, slides
and electronic documents.
•Present•
Client to potential institutional investors.
Client’s plan.
Negotiate on client’s behalf.
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