Boutique Investment Banking Services
We assist a firm in raising funds to achieve a variety of objectives, such as to acquire another company, form a joint venture, reduce its debt load, expand existing operations, or for specific project financing. Capital can include some combination of debt, common equity, preferred equity, and hybrid securities such as convertible debt or debt with warrants. Although many people associate raising capital with public stock offerings, a great deal of capital is actually raised through private placements with institutions, specialized investment funds, and private individuals. We work with the client to structure the transaction to meet specific objectives while being attractive to investors. We call these “boutique” services since we specialise in small transactions typically under $5M.
General Advisory Services:
Advisory services include assignments such as strategic planning, business valuations, assisting in financial restructurings, and providing an opinion as to the fairness of a proposed transaction.