Client
UK-based investment bank that provides strategic advisory
services to companies focused in the consumer , retail and food
& beverage segment
Business situation
-
Our client was mandated to devise a capital raising strategy for a retail company and help them finance their working capital needs
-
The owner wanted to bring in outside capital to expedite the growth rate without a significant dilution in equity stake
SGA support
-
Prepared a strategic plan from analytical insights derived
-
from deep research on company’s business model,presenting alternatives on different debt raising schemes.The company had decent assets and substantial recurring cash flows.
-
Prepared a detailed investor deck communicating the strength of the company’s cash flows and growth potential to potential lenders
-
Arrived at a beneficial valuation through a detailed financial modeling exercise
-
Assisted in drafting NDAs, contacting lenders, and evaluating financing options
