The Role of an Adviser
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 and 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.
Please don't hesitate to contact us if you have any queries about our role as an adviser.
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