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
    • Scientific
    • Competitive
  • Market sizing
  • Financial modeling for determinants of value
  • Develop the marketing materials
    • Teaser
    • CIM
  • 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:

• • 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