Our expectations as to the tasks that typically need to be carried out by the financial adviser in an equity or debt raising or a merger & acquisition are summarised below:

• Review existing documents, including any business plans or strategy plans
• Identify key issues involved, analyse and advise on resolution of such issues, conflicts and financing matters
• Review existing financial information and assist clients to develop a comprehensive financial model
• With tax specialists, advise on the capital and financial structure of the organisations to maximise vendor consideration
• Advise on and assist with the preparation of information memorandum with which to approach potential investors or offerors in the case of the sale of business
• Distribute information memorandum and arrange presentations to selected investors or acquiring parties
• Negotiate acceptable pricing equity or debt or sale or acquisition and conditions
• Advise on contractual arrangements necessary to complete the transaction
• Identify, brief, co-ordinate and review specialist advisers and consultants