Equity & Private Capital

Who this is for

Companies and sponsors seeking growth equity, private capital or a considered introduction to professional investors.

What we deliver

• Equity strategy and readiness assessment
• Investor materials and information memoranda
• Valuation framing and supporting analysis
• Targeted, private introductions to suitable investors

Information we typically need

• Business plan and growth strategy
• Historic and forecast financials
• Cap table and existing shareholder position
• Use of proceeds and intended round size

How we work

1. 01

   Assess

   Understand the business, the requirement and the realistic funding options.

2. 02

   Prepare

   Build the information, analysis and documentation that counterparties require.

3. 03

   Structure

   Shape a considered structure appropriate to the transaction and security.

4. 04

   Introduce

   Approach suitable banks, funds, private lenders and investors.

5. 05

   Execute

   Support negotiation, diligence and completion through to documentation.