Our team is able to serve as a mediator to clients looking to secure private equity and debt financing from local, regional and global financial institutions, as well as through our extensive network. Key elements of such processes include:

  • Conducting a preliminary discussion regarding valuation expectations, optimal timing, process strategy and goals
  • Performing detailed, up-front due diligence to fully develop an investment thesis while maximizing our ability to position the company most positively in the marketplace and minimizing the likelihood of negative surprises during later investor due diligence
  • Preparing an offering memorandum supporting the investment thesis with the requisite facts and data
  • Determining the most appropriate group of potential investors, whether financial and/or strategic
  • Confidentially marketing the business to potential investors
  • Providing objective advice regarding available opportunities
  • Negotiating the term sheet
  • Facilitating and monitoring investor due diligence
  • Assisting in the negotiation of a formal definitive agreement and closing the transaction

Contact us

Complete this form and an RSM representative will be in touch.