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.|
|Trading Hubs||If required, establish a private trading system for securities to provide potential liquidity to shareholders.|
To learn more, contact Jamie Green here.