Upper London | Corporate Advisory

Capital Markets

Strategic Capital Markets Advisory
- Methodology that aligns and manages medium-term internal financial objectives with investor expectations to reduce stock’s beta
- Provide congruent strategic framework to ensure business drives shareholder register
Capital Markets Stakeholder Strategy Management
Stakeholder Relations
Benchmark Valuation Analysis
Valuation Optimisation

Strategic & Operational Development
- Business Assessment
- Growth Planning & Delivery
- Corporatisation Preparation
Business Acquisition / Investment / Merger Support
- Sourcing / Targeting
- Valuation
- Process Scope
- Business Review / Preparation
- Operational / Commercial Due Diligence
- Co-ordinate Due Diligence Process & Advisors (Financial / Legal)
- Information Memorandum Review / Preparation
- Transaction Process Management
  - Negotiate / Agree / Enact / Communicate
- Integration Planning
- Post-acquisiton / Merger Integration
Ongoing Development
- Formulate & Set Strategic & Operational Plans
- Management Support / Advisory To Ensure Delivery Of Desired Outcomes
Business Exit Support
- Assessment / Preparation
- Valuation
- Exit Route Research / Options Review
- Process Scope
- Information Memorandum / Presentation
- Transaction Process Management
  - Negotiate / Agree / Enact / Communicate
IPO Advisory
MBO / MBI / SBO Advisory
Joint Venture Advisory

Initial Funding
- Business Plan Preparation
- Business Review / Assessment
- Business Positioning & Growth Review
- Transaction Process Management
Development
- Formulate & Set Strategic & Operational Plans
- Management Support / Advisory To ensure Delivery Of Desired Outcomes
Secondary Funding / Exit
- Scope & Prepare Second Phase Funding / Exit Options
- Co-ordinate Preparation & Transaction Process
  - Business Review / Plan
  - Information Memorandum
  - Data Room
  - Manage Advisors & Process