Equity Financing

Taking on external equity is a big step for most business owners as it means ownership dilution. It also changes the governance, reporting and control of your business. Thorough financing preparation enables business owners to choose the right equity partner and structure.

We coordinate the process of raising third party equity for expansion, ownership succession or shareholder exit. Our services include preparation of investor solicitation materials (teaser, confidential information memoranda and investor presentation decks), analysis and selection of potential investors, investor introductions, presentations, due diligence as well as data room preparation/coordination and deal structuring.