Helm Capital Partners provides personalized and high quality services, where each process is meticulously tailored to meet your unique objectives. Below are the high level steps involved in our various transaction types
M&A Sell-Side
Tailored approach for optimal outcome
“Package” company to emphasize strengths and anticipate potential concerns
Help determine potential valuation range
Identify buyer universe
Execute well though-out processes (different types include one-on-one, narrow or broad processes)
Assist with evaluation of offers
Lead negotiation process
Close with best possible terms and price
Capital raising
Tailored approach
Help determine amount/ use of proceeds and ideal structure
Marketing based on unique story and growth opportunities
Establish a reference range for valuation
Identify investors that can bring the most value
Outbound contacts
Negotiate best possible terms for the financing
Close desired round of funding
M&A Buy-Side
Develop acquisition strategy
Identify and contact potential acquisition targets
Assist with strategic rationale and identification of synergies
Pro/ Con analysis of potential deals
Valuation analysis
Assist with due diligence process
Negotiate best possible terms and price
Guide deal to closing
.
Valuation
Develop thorough understanding of the business
Assess the financial and operating condition of the company
Assess the financial condition of the industry
Develop financial forecast and “bullet-proof” valuation model by leveraging
prior deposition experience
Establish valuation range
Create highly credible valuation reports
.