PrimaryMarkets Advisory offers a full suite of corporate advisory solutions including capital markets (debt and equity), M&A and strategic advice.
Our Advisory service offers high touch advice and execution and complements our online platform to help companies/funds achieve their capital management and strategic objectives.
Since PrimaryMarkets’ platform went live inFebruary 2016, we have had a strong track record of successful capital raising and corporate advisory transactions across multiple industries and deal size.
| Scope of work | Description of the role – Capital Raising |
|---|---|
| Business Review | Review the business and current strategy and make recommendations regarding preparation for the Capital Raising to optimise outcome and ensure a smooth transaction process. |
| Capital Raising Strategy | Planning including formulating the strategy, task allocation, agreeing timeline, identify targeted investor base to be approached. |
| Targeted Investor List | Develop a list of relevant potential investors with investment experience and appetite including domestic and international investment funds, family investment offices and HNWs. Utilising PrimaryMarkets’ investor network and online platform. |
| Offering Documents | Prepare offering documents including liaison with the client’slegal and accounting advisers where required. |
| Roadshows and Meetings | Facilitate key management presentations and Q&A sessions for interested investors. |
| Negotiations | Subject to client instructions, lead discussions and negotiations with investors. |
| Due Diligence | Co-ordinate the due diligence and the Q&A process. |
| Other Advisers | Coordinate other professional advisers involved (e.g. legal, tax, accounting etc). |
| Project Management | Overall project management to facilitate timely completion. |
| Ecosystem | If required, establish a private trading system for securities to provide potential liquidity to shareholders. |
To learn more, contact Jamie Green here.
