We offer support in raising expansion capital for a given undertaking by way of private equity placement. Transactions of this kind are usually made in cooperation with financial institutions (e.g. private equity funds) which get involved in strategic and operational management of a company for a long time.

Successful cooperation requires complete agreement and detailed analysis of the transaction. CAG focuses on looking for such financial partners for its clients that will bring in not only capital, but also, equally important, intangible values.

Cooperation with the wrong financial partner can significantly impair the company’s value and market position. Therefore CAG designs the private equity placement process in such a way that the final transaction is completed with the most appropriate investor.

Analysis

Prior to starting cooperation and representation of new client, CAG always performs a detailed analysis of opportunities of a transaction that could be undertaken by CAG specialists. We use our abilities, knowledge and contacts, and analyze all aspects of each project. Basing on the obtained results, we can prepare the most suitable plan for undertaking a successful transaction. All information given to CAG is confidential and initial discussions with potential investors conducted by our experts ensure complete discretion.

Preparation of materials

Using information obtained during the stage of company analysis, CAG designs suitable marketing materials in such a way to present all important risks of a given business that may be significant for a financial investor. Having successfully completed many private equity placements, CAG specialist can aptly identify all key issues for the financial investor. The prepared materials are tailored to our client’s specific profile, highlighting the company’s present achievements and future possibilities in a highly professional way. The process of preparation of materials is designed in such a way as to minimize operational client’s participation, and at the same time to allow him to control the final product and the scope of presented information.

Contacting potential investors

The actual selling process starts with a search for potential buyers whose profile meets the requirements of our client companies. Each of these selected potential buyers is then contacted individually by way of telephone or at the meeting to assess their level of potential interest. CAG avoids mass mailing and telephone calls. We do not deal with intermediaries either. We prefer direct contact with decision-makers at our list of potential acquirers. While looking for suitable financial investors we first of all focus on well-known investments funds operating in a given region and we establish contacts with investors having experience in our client’s industry.

Negotiations

Once a selected group of potential buyers is identified, they are invited to participate in the process of determining which of them meets the requirements of our client company’s shareholders to the greatest extent. While price is obviously a key criterion, our clients also pay attention to benefits they may obtain from the financial partner. These may include previous experience and contacts within the industry sector, professionalism and experience of individuals who will represent the investor at management board meetings and shareholders’ meetings, as well as ability to help our client in expansion in other geographical markets. These additional benefits, together with a competitive valuation, must also be reflected in the partner agreement allowing for efficient company management and possible exit of the financial partner from the investment. Moreover, there must be agreement on how much company history-related risk will be shared by the private equity investor. Since these issues are often very complicated and interrelated, CAG pays special attention to transparency and objectiveness of the process, encouraging both parties to engage in an open and frank dialogue regarding the state of the company, as well as its value and potential risks from the buyer’s point of view.

Closure of a deal

Having signed a deal, there are still many issues to be solved before the transaction is actually completed. These most often include all kinds of approvals or authority permits, integration plans, changes in board membership, public disclosure of the deal and final drafting of related documents and agreements. CAG supervises the entire process, recommending the choice of specialized legal and other advisors, and helping the parties to complete the transaction in a rapid and efficient manner. It is attention to details and specialized approach to implemented projects that are responsible for CAG’s impressive record of successfully completed transactions. It is also the main reason why many of our clients come back to us with new business offers.