INVESTMENT BANKING

Private Placements

INVESTMENT BANKING

Private Placements

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

Get in Touch
David Maughan
David Maughan
Senior Managing Director