Understand the client’s financial goals, business structure, and capital require
Conduct financial analysis, industry benchmarking, and company valuation.
Execute Terms of Agreement based on scope of assignment.
Develop tailored investment strategies based on the client’s objectives.
Prepare necessary agreements, prospectuses, and compliance documents.
Assist in securing financing via equity, debt, or mergers and acquisitions.
Facilitate discussions between stakeholders, ensuring favorable terms.
Perform financial, legal, and regulatory assessments to mitigate risks.
Obtain necessary approvals and ensure adherence to financial regulations (if any).
Finalize agreements, complete settlements, and ensure proper fund transfers.
Provide post transaction financial management, reporting, and strategic advisory services.