For clients looking for additional sources of capital to fund operations, growth, or acquisitions, Ankura Capital Advisors has a structured capital raise approach to sell equity, debt, and hybrid securities:
- Due Diligence & Preliminary Marketing
- Articulation of value proposition
- Market sizing
- Financial modeling for determinants of value
- Develop the marketing materials
- Define proposed equity offering – instrument, terms, value
- Identification of financial investors(s)
- Deep understanding of their investment strategy, fund life, and technology
- Identification of strategic and corporate investors(s)
- Deep understanding of their business model, market positioning, and management team
- We work with management to finalize the list of investors
- Investor outreach, interaction, and execution
- Efficient Investor Outreach
Ankura Capital Advisors will prepare the company for investors by providing the following services:
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- Distribute non-confidential teaser/materials
- Execute non-disclosure agreements
- Manage distribution of confidential information
- Manage due diligence
- Set up and run a robust data room
- Address investor diligence questions and requests
- Evaluate LOIs
- Develop appropriate management presentations to potential investors
- Negotiate deal value and terms
- Drive a competitive process to negotiate an optimal deal
- Anticipate and address key deal issues
- Select investor(s)
- The company, in consultation with Ankura Capital Advisors, will choose the investor(s) who with the best fit offering the most attractive financial and non-financial terms, can close the transaction in a reasonable period of time, and has the highest probability of closing the transaction on the terms offered
- Negotiate definitive agreement(s)
- Maximize client’s position regarding representations and warranties
- Limit indemnification terms
- Limit unnecessary conditions to closing
- Close transaction(s)
- Complete documentation including definitive schedules
- Execute definitive agreement