Equity, options, warrants and convertible securities, structured acquisition debt, refinancing, asset monetization and alternative financing.
Project analysis and development of a financial strategy
- Diagnosis and determination of financing needs
- Drafting of an optimal financial strategy to answer those needs
- Finalization of the Business Plan and financial modeling according to investors’/lenders’ presentation requirements
- Preparation of presentation documents (Information Memorandum, Teaser…)
- Identification of financial partners likely to take on the project
Negotiations with financial partners
- Equity financing
- Initial contact with investors and organization of meetings to present the project.
- Assistance in the negotiation : defending the valuation analysis and obtaining a Letter of Intent.
- Follow-up and collaboration with your legal counsel until deal closing (due diligence, shareholders agreement, investment protocols, seller’s warranty on reported assets and liabilities…)
- Debt Financing (Banks, financial institutions, private debt investors)
- Diagnosis of your existing relationships with lenders and other financial partners,
- Competitive pitching of the historical lenders and inclusion of new partners
- Assistance in improving the terms and conditions put forward by the lenders
- Follow-up until deal closing and debt origination
- No brokers or middlemen, only financial strategy advice
- Working alongside management to optimize the day-to-day operations
- Innovative solutions tailored to your needs
- An in-depth understanding of investors’/ lenders’ decision processes
- Assistance in deciphering financial offers
Additionally: an expertise especially focused on securing financing on behalf of companies facing unfavorable economic conditions, or in a period of strong and rapid growth (optimized and/or alternative cash flow financing,…)
AURIS Finance advised us in the acquisition of two service companies. Beyond their perfect understanding of the industry, they brought to the table their professionalism, their experience and their dedication.
Finding equity investors to partner with was an important step for my company’s development. AURIS Finance designed customized pragmatic solutions that allowed me to reach my goals.
As a lawyer specialized in business law, I have had several opportunities to work with AURIS Finance. I was impressed with the professionalism and conscientiousness with which they treated their assignments. Their orderly approach greatly helped reduce the time required to put together the legal documents.