Core Capability
Capital Markets Advisory
We help companies raise capital, private or public, and structure the deal terms that actually get a round done. That includes building the investor targeting list, preparing outreach materials, and advising on structure and pricing.
What this includes
- Capital raise strategy, from early-stage rounds to more complex raises
- Investor targeting lists and outreach materials
- Deal terms, structure, and pricing guidance
Who this is for
Companies preparing for or in the middle of a capital raise, private or public.
Areas of work this page covers
- 02 Capital Formation and Financing Strategy. For companies preparing to raise or refinance.
- 04 IPO, Listings and Public Markets Readiness. For companies planning to list or move to a larger exchange.
How an engagement starts
- 10 day diagnosticA review of the company's position and a written plan with options.
- 30 day readiness programThe investment case, materials and investor list, ready to use.
- 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
- Ongoing investor relationsA weekly call with management and a short written update each month.
- Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
- Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.
What a company receives
- A written plan within ten days of the first conversation.
- A ranked investor list, with the reason each investor fits.
- A call plan for the first thirty days after an announcement.
- The investment case, in a form management can deliver in five minutes.
- Draft answers to the hardest questions investors will ask.
- A monthly update on meetings held, feedback received and next steps.