Sell Side Advisory and Capital Raising

Pre-Deal Valuation
Analysis

1 - 2 WeeksPre-Deal Analysis

  • Sign NDA with Client
  • Conduct Due Diligence
  • Provide Complimentary Valuation Analysis
  • Discuss Deal Structures and Investor Types

Crafting the “Story”

Investor Outreach

4 - 6 WeeksMarketing Process

  • Sign Engagement Letter with Client
  • Finalize Due Diligence
  • Craft Marketing Materials
  • Launch Marketing Process
  • 2-Page Teaser
  • Signed NDAs
  • Marketing package
  • Conduct All Pre-IOI (Indication of Interest) Calls
  • Receive IOIs
  • Manage Investor Due Diligence Requests
  • Moderate Management Calls and Meetings with Top Investors

Negotiate Final Offers

Oversee Confirmatory Due Diligence and Closing

10 - 14 WeeksClosing Process

  • Negotiate Final LOI (Letter of Intent)
  • Sign LOI and Enter Exclusivity Period with the Best Investor
  • Oversee Confirmatory Due Diligence
  • Work with Third Party Advisors, including Legal, Financial, Tax, etc.
  • Closing Documentation
  • Fund and Close
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