Financings - Early Stage Ventures to Leveraged Buyouts

• Capital structure analysis
• Valuation analysis
• Identifying appropriate sources of capital including venture and institutional investors, investment bankers, senior, subordinated and mezzanine lenders and strategic partners
• Preparation of offering materials
• Creation of roadshow presentations
• Negotiation of terms and legal documentation

Strategic Planning/Business Plan Review and Creation

• Comprehensive business review—competition and market opportunity, technology, sales, marketing, and financial systems and controls
• Financial projections and assumptions
• Competitive analysis and benchmarking
• Operational and team recommendations

Turn-Arounds, Crisis Management & Restructurings

• Rapid situational analysis and action recommendations
• Provide stability and leadership for key employees and customers
• Operational and cost review
• Hands-on interim management; consult to CEO and/or board
• Negotiate with existing investors and creditors

Business Development

• Competitive and market assessment
• Financial analysis
• Operational and support recommendations
• Proposal development, negotiation and closing

M&A/Due Diligence

• Financial review
• Market, competitive and operational review and analysis
• Overview of management structure, cultural fit, and shared goals
• Transaction communication to stakeholders

Investor Relations

• Positioning
• Materials preparation
• Q&A Development
• Analyst targeting