Principal Investments

START EARLY, STAY LONG

This unit is primarily to assist SME firms identify, negotiate and execute suitable equity investments.
You can engage us to evaluate on a potential acquisition that you are pursuing too. Our engagement under Principal Investment division will provide you invaluable services

Building financial models

Building financial model/cashflow projections suitable for equity valuations

Prepare pitch books

Prepare pitch books/ Teasers/ Investment Prospectus

Represent your firm before investors

Represent your firm before investors, engage in presentations and carrying out discussions of business prospects/valuation rationale

Fairness opinions

Provision of fairness opinions on valuations done by third parties and other M&A activities

 

Assist your firm

⦁ Assist your firm (and your firm’s legal counsel) in reflecting commercial agreements in the Share Purchase Agreements (SPA) and other legal documentation

Provision of equity valuations for other purposes

Provision of equity valuations for various other reasons

SCHEDULE A COMPLIMENTARY
15 MINUTE STRATEGY SESSION