Maximize value when raising capital, going public, or exiting.

We provide expert guidance and representation to help business owners raise capital, go public, or achieve successful exits. We identify key value drivers, calculate what your business is worth, and craft persuasive presentations to realize your full value. Our proactive approach ensures timely communication with potential investors and favorable terms in final agreements. We also guide owners through the IPO process to ensure you list your company at maximum value. With our expert guidance, you’ll confidently navigate complex transactions to maximize value and minimize costly delays.

 

When raising capital, listing, or exiting, owners often find themselves at a disadvantage relative to their counterparties, who usually have immense experience. The result can be very painful when you don’t get the maximum value for your business. In addition, the process can be lengthy and full of unanticipated delays. And even when the agreement is signed, a long and arduous due diligence process can further reduce the value received for your business.

In our Value Maximizer program, we act as your representative to guide you through raising capital, listing, or exiting from start to finish to achieve the best outcome. There are generally four steps we will go through with you.

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1. Valuation, financial model, presentation

2. Support and present to potential investors

3. Due diligence

4. Close deal

 

When you collaborate with us, our process begins with assessing your key value drivers. This initial step forms the foundation for calculating a robust value estimate, the critical tool for successful negotiations with potential investors. Following this, we collaborate closely with you to craft a compelling presentation around your unique story and value drivers. This presentation equips you with the professional edge needed to pitch your company to potential investors confidently.

 

In addition to creating this presentation, we offer the option to deliver them to potential investors on your behalf. The objective is to communicate with as many potential investors as possible as quickly as possible. Once a potential investor expresses interest, we work with their finance team to ensure the process adheres to predefined timelines and stays firmly on course. The objective is to get the prospect to say “Yes” or “No” as quickly as possible.

 

As the interested investor prepares to move forward, we work closely with you to negotiate terms in the final agreement that are as favorable to you as possible. Following the deal’s signing, we assume the responsibility of overseeing the due diligence process and proactively averting potential issues during the closing phase.

 

If you want to pursue an IPO, we help you identify the most suitable investment bank and guide you through the process.