ZIMMA combines 30 years of business valuation acumen with an in depth knowledge of the private equity and debt financing marketplace. We work closely with each client to understand the nature of their capital requirements and then develop an approach to financing that best suits their long term objectives. A typical engagement will then encompass the following:
• Valuation Assessment
Establish value parameters for purposes of raising the required capital and advise on alternative financing structures.
• Identify Equity & Debt Sources
Based on our knowledge of the private equity and debt markets, identify the most suitable sources of capital including global members through our affiliation of M&A International.
• Information Memorandum
Develop information documents and disclosure procedures to present the company in a professional and credible manner that conveys the value proposition to prospective investors.
• Deal Structuring
Develop an approach to capital structure that best suits the needs and interests of the client.
Use appropriate strategies and tactics to negotiate a transaction with the capital providers that meets the client’s objectives.
• Due Diligence
Assist in information gathering and in managing the due diligence process on behalf of our client including hosting an online data room.
• Documentation and Closing
Work with the client’s legal counsel and tax advisors to negotiate and finalize the terms of the equity investment agreement and related shareholders’ agreement.
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