Equity Raise Advisory

Growth capital and strategic equity for businesses ready to move.

Equity financing is appropriate in specific circumstances — not as a default. We assess whether equity is the right answer, prepare the investment case and run a targeted process to the investors most suited to the business and its objectives.

When equity fits

Debt capacity is exhausted. The business cannot service additional debt at the leverage levels required. Equity fills the gap — either alone or as part of a combined capital structure.

Strategic value beyond capital. The right investor brings more than money. Market access, sector relationships, operational experience, international distribution — where these matter to the business plan, investor selection is as important as the terms.

Multi-year investment horizon. Some growth plans require capital that cannot service conventional debt — the returns materialise over a period that exceeds what a debt lender will support. Equity structures around the investment horizon.

Partial shareholder exit. Growth capital and partial shareholder liquidity can be combined in a single transaction. An investor takes a minority position, existing shareholders realise some value, and the business retains capital to fund the next phase of growth.

Common situations

• The business has outgrown its existing capital structure
• Acquisitions require equity alongside or instead of debt
• A buy-and-build strategy requires permanent capital with a longer horizon than a bank term loan
• Management seeks growth capital while maintaining operational control

The process

Equity case assessment. We establish whether equity is appropriate, what form it should take and what investors would require to participate. Before any market approach.

Equity story preparation. We prepare the investment materials — a compelling, accurate presentation of the business, its competitive position, growth plan and financial projections. The investment case needs to be investor-grade: clear, defensible and supported by evidence.

Investor identification and approach. We identify the investors best positioned to back this specific business — private equity, growth equity, family offices, strategic corporate investors — and run a targeted, confidential approach.

Indicative terms and negotiation. We manage the indicative terms stage, compare competing positions across economic and structural dimensions and negotiate the terms that matter: valuation, governance, information rights, management incentives and exit provisions.

Completion. We manage the legal process through to close — shareholder agreements, investment documentation, conditions precedent — coordinating advisers and protecting management time.

What clients receive

Completed equity financing on terms that reflect the strength of the business and the quality of the process. That means competitive investor terms, a properly structured investment agreement and a capital base that supports the growth plan.