| Strategic Assessment |
Financial Assessment |
Financing Strategy |
Marketing Strategy |
Execution |
| Review Strategic Plan |
Assess Current Financial Position |
Determine Optimal Capital Structure |
Prepare Financing Memorandum |
Negotiate Terms |
| Examine Company Profile |
Develop Company Projections |
Examine Financing Options |
Identify Funding Sources |
Coordinate Due Diligence |
| Analyze Value Drivers |
Refine Company Model |
Select Type of Financing |
Develop Transaction Strategy |
Obtain Financing Commitments |
| Consider Alternative Strategies |
Document Future Cash Flows |
Structure Transaction |
Contact Funding Sources |
Negotiate Documentation |
| |
Determine Capital Needs |
|
Solicit Competitive Proposals |
Facilitate Timely Closing |
| |
Evaluate Risk Profile |
|
Evaluate and Select Proposals |
|
