Debt & Equity Advisory

Debt & Equity Advisory

Consulta opens the door to a range of financing options – either by equity raising or debt financing – through our extensive relationship with financiers/investors. Consulta’s debt & equity advisory services are tailored towards clients who are looking to address specific corporate objectives, such as investing in fixed assets (property, plant and equipment), increasing working capital or financing an acquisition. In short, we will determine the optimal financing structure and conduct sensitivity analysis around various assumptions to assist our client in raising capital at favorable terms.

Consulta’s capital raising services typically include:

1) Defining company’s current corporate objective (growth, new market entry, regional expansion) and/or shareholder requirements (foreign investment and strategic partnerships)

2) Analyzing company’s current situation (business valuation, future capital needs, current capital structure)

3) Preparing business plans and marketing materials with guidance and direction from the management team

4) Managing the execution and documentation process

5) Crafting key investment highlights and marketing strategy (building your narrative towards investors)

6) Identifying and evaluating potential lenders or strategic/financial investors

7) Leading the final negotiations and drafting transaction documents (cooperation with external legal advisors)

8) Preparing the data room and facilitating the due diligence process with financiers

9) Evaluating indications of interest and letter of intent

10) Assisting the company in fulfilling conditions precedent and closing imposed by the investor

How can our clients benefit?

1) Improved deal terms and flexibility

2) Capital solution better aligned with short and long-term business goals

3) Independent and objective advice on fund options

4) All-time dedicated attention 

Our solution partners

 The European House - Ambrosetti
 Software AG
 Centric Software
 Bilge Adam