Capital and expertise for your next move

Give investors and lenders a solid basis to assess your business, with a clear financing requirement, financial analysis and a credible investment proposition

• Financing strategy — Assess readiness, funding needs, use of proceeds and structure, including size, tranches, security, repayment and exit options
• Financial analysis — Models, forecasts, scenarios and valuation, relating assumptions, funding needs and operating plans to your investment case
• Investor preparation — Business plans, teasers, presentations, factsheets and investor Q&A, with data-room information and supporting commercial, technical, management or site materials, and translations where relevant

Explore equity, debt and structured funding, with focused investor and lender research to clarify your financing options and strengthen your business case

• Equity and lending — Venture, growth and private equity, credit, secured notes, asset-backed lending, revenue-backed finance and recapitalization
• Financing structures — Bridge, mezzanine, convertible and hybrid funding, plus project finance for businesses, real assets, infrastructure and energy
• Research and preparation — Targeted investor and lender research, a clear view of published funding criteria and focused materials, with sources, assumptions, information gaps and next steps organized for your review

Prepare for capital-market discussions with clear business information, a practical timetable and focused questions for your financing and legal advisers

• Information readiness — Business plans, models and evidence organized for legal, accounting, rating and financing specialists, with open questions on the proposed issuer, SPV, security and documentation requirements
• Market context — Research bonds, notes and financing structures, with sources and key questions for your independent professional advisers
• Preparation milestones — A clear information checklist, draft timetable and specialist questions, with the materials and responsibilities organized for review before any separately authorized financing transaction work begins

Prepare for an acquisition, sale or ownership change with clear business information, focused commercial research and a brief for your own advisers

• Strategic options — Clarify the business objectives behind an acquisition, sale, ownership change or restructuring, with commercial information on potential buyers, targets and wider market context for specialist review
• Commercial preparation — Financial models, business information and market research to explore value drivers, funding needs and key questions
• Diligence preparation — Organize commercial information, management questions and specialist requests, with a clear record of sources, assumptions, information gaps and responsibilities for any further work

Build a stronger fund proposition with focused materials and LP research, giving your team clear evidence and questions to review with your advisers

• Fund proposition — Clarify the proposed thesis, strategy and governance, with business information and questions for your independent advisers
• Fund materials — Develop a clear narrative, presentation and diligence brief to explain your strategy, business case, structure and key assumptions
• LP research — Examine published limited-partner criteria by strategy, geography and investment size, with relevant sources, potential alignment and information gaps organized for your fund team to review independently

Research companies, funds and real assets around your criteria, with clear sources, commercial evidence and key questions for your independent review

• Opportunity research — Explore companies, funds and real assets by sector, geography, size and structure, with relevant sources, commercial assumptions and information gaps organized for your independent review
• Evidence review — Compare business data, financial assumptions and stated structures, with clear sources and questions for your own advisers
• Fund and co-investment research — Examine strategy, manager and structure information, with key questions for your independent advisers