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Raising Capital Process Overview

Every engagement starts with an assessment of the current business to confirm shareholder options. If a private equity investment is the right decision for the shareholders, we typically follow the following process which take approximately four to six months.

Management Workshops

- Senior team member is appointed

- Work with management team to define and hone value proposition in a series of workshops

- Develop key documentation including an Information Memorandum and frequently asked questions

- Define potential investors by sector interest, stage and funding requirements

- Financial modelling (including a 3-5 year forecast)

- Project plan and responsibility chart for process

- Identify trigger point and agree timing

Investor Approach Preparation

- Seek approval on list of potential investors

- Approve confidentiality provisions (if required)

- Test proposition and prepare for meetings

- Approach investors with teaser

Initial Target Responses

- Follow-up with potential investors

- Respond to expressions of interest

- Provide Information Memorandum

- Address ad-hoc questions from investors

- Seek management meetings

Management Meetings

- Continue to follow-up and close-out with investors

- Management meetings with investors

- Specific follow-up post meetings

- Site visits

- Solicit expressions of interest (invite term sheets)

Offers

- Continue to follow-up and close-out with investors

- Additional management meetings with investors

- Introduce competitive environment

- Discuss details of the offers and refine (term sheet)

- Accept offer (accept term sheet)

Due Diligence

- Commercial due diligence

- Legal due diligence

- Accounting due diligence

- HR due diligence

- IPR due diligence

- Preparation of investment documents