OUR APPROACH

Choosing the right direction

Exit strategies can be intimidating. We help clients demystify this process. We help you understand your options and weigh them against your goals to devise the strategies that best meet your needs: from divestitures to IPOs.

Charting the path forward

Exit strategies require robust planning, combined with crafting a narrative, and establishing milestones. Our clients leverage our deep industry relationships to engage, communicate and collaborate with outside accounting and legal teams, regulatory bodies, and investors. We ensure that our clients stay one step ahead on every front, always.

Polishing up the fine details

Devil is in the details. But you have nothing to worry about, we will help you surmount it all: negotiations, talent transition and management, design and implementation of governance and organisation protocols, and budgeting and forecasting. We work as an extension of your team to support overall transaction planning and execution.

Accountability

We plan each step of the process down to the very last details. We help you budget, forecast, and compare actual results against expectations so that everyone on your team (including us) is held accountable.

Leveraging the power of capital markets

We provide bespoke solutions to companies exploring public exit, asset sale, or capital raise strategies through the capital markets. Here we take a life-cycle agnostic approach and advise clients ranging from early-stage companies to publicly traded companies. The foremost focus is to build an agile capital markets plan embedded with finance, marketing, legal, and accounting strategies. We work with outside legal, capital, accounting, and audit teams to drive this process over the finish line so you can focus on the important decisions around equity and control rights. We can advise you on that as well.

This process generally involves developing two separate business plans, one for the OpCo and the second for the PubCo. When it comes to the OpCo, we take a backseat and help with only the necessary technical requirements.
At the PubCo level, we are more involved. We develop a strategy for each, finance, accounting, marketing, recruiting and HR, investor relations, legal and compliance, and research and analytics. The synergies between these different functions are what drive the overall capital markets strategy to your final goal: public exit and/or capital raise.

Some of the many steps in this process we will assist you with:

-   Sourcing and Evaluating publicly traded buyers or merger candidates

-   Merger and Ancillary documents drafting

-   Capital Structure

-   Negotiations

-   Financial analysis, budgeting, forecasting, and accountability protocols

-   Prospectus and other filing documents drafting

-   Internal Financial audits in preparation for external audits

-   Marketing Strategies and materials

-   Developing a winning Investor Relations strategy

-   Corporate Governance

-   Talent retention, recruiting, and management

-   Liquidity Strategies