Equity strategy
Structuring the approach to raising or restructuring equity capital.
Services
Equity Advisory
Advisory on equity strategy, capital structure and equity raising — preparing a business and its shareholders for the transaction ahead.
What this covers
Scope of the engagement.
A brief outline of what an engagement of this kind typically involves.
Capital structure
Assessing the right balance of equity, debt and shareholder interests.
Investor readiness
Preparing the business and its documentation for investor scrutiny.
Transaction support
Support through negotiation, structuring and completion.
In detail
What the engagement covers.
What the work involves, and the business situations that typically bring it about.
What it involves
- Equity strategy and capital-raising structuring
- Capital structure assessment and advice
- Investor readiness assessment and preparation
- Equity valuation support
- Transaction structuring and negotiation support
- Shareholder and cap-table considerations
- Coordination with legal counsel through documentation and closing
Business situations
- A business planning to raise equity capital for growth
- A promoter group reviewing its capital structure ahead of a transaction
- A business preparing itself for investor due diligence
- Existing shareholders considering a partial or full equity transaction
- A business weighing equity against debt for its next stage of funding
Value. Clear equity strategy and investor-ready preparation put a business in a stronger position at the table — going into a raise or transaction on its own terms.
Who this is for
Where this fits in your journey.
Not sure whether this is the right starting point? Our What We Take On page maps the kinds of businesses and business situations we typically support.
Enquiries
Ready to discuss this with us?
Tell us about your project and we will tell you what the engagement involves.