Financial Advisors

Expansion is unstoppable if you have the resources

Management Interviews

Conduct management interviews with the client to understand the history and growth journey of the Company:

  • Current State
  • Growth Strategy Adopted
  • Client Segmentation
  • Operational Strategy
  • Operational Processes
  • Organizational Set Up
  • HR Strategy
  • SWOT Analysis
  • Future Growth Strategy
  • Growth Plan for the Next 3 Years

Financial Analyses and Forecasts

  • Review financial statements
  • Year-to-date
    management accounts
  • Forecast P&L

Packaging & Positioning

  • Prepare teaser to investors
  • Offering memorandum

Investor Management

Prepare Clients for meeting with Investors, from material preparation, to documentation and steering the outcomes towards expectations

  • Reach out to decision makers
  • Furnish pertinent information for Investors’ evaluation
  • Conduct follow up discussions
  • Facilitate meetings between
    client and the Investors
  • Perform synergy analyses
  • Letter of Intent
  • Letter of Agreement

Negotiation of LOI & LOA

Facilitate discussions, negotiation and agreement of Letter of Intent & Letter of Agreement between the Vendors and Investor and proceed to due diligence

Due Diligence

Guide and train the Client and their staff to prepare for due diligence

  • Setting up a data room
  • House the required information and documents
  • Brief the staff
  • Prepare the client for meetings
  • Interviews with the senior management team of the Investors
  • Manage the due diligence schedule
  • Coordinate meetings

Definitive Agreement

  • Follow up with Investors after the due diligence to address any issues
  • Manage the project towards the receipt of a Definitive Agreement from the Investor
  • Facilitate terms negotiation
  • Reach a common understanding
  • Signing of Definitive Agreement

Which stage are you at?