Sourcing External Capital 

Effective and efficient capital sourcing requires a unique blend of expertise and access.

Our capital sourcing process is tailored to meet our client requirements and typically includes the following steps:

• Developing the Financial Model: We perform a comprehensive assessment of your business, including reviews of sales and profitability, material and labour costs, current debt structure, current capitalisation and future requirements.
• Designing the Capital Structure: We determine the mix and types of debt and equity that align your needs with capital supplier requirements.
• Preparing a Placement Memorandum: We prepare a concise selling document, including a one-page synopsis that accurately presents the business, its competitive environment, financial needs, future opportunities, and compelling rationale for investing in your business.
• Targeting Capital and Debt Sources: We work with our network of seasoned relationships with financial institutions, private equity funds, and high net worth individuals, strategically matching their requirements with your needs.
• Developing the Sales Presentation: We assist you in creating an effective presentation detailing what lenders and investors find most important.
• Document Review: We review, in conjunction with legal advisors, all documentation critical to the success of the transaction.
• Negotiations: We handle all aspects of the negotiating process covering a wide range of complex issues.
• Closing: We remain actively involved until the transaction closes to your satisfaction.