Corporate finance and raising capital

Who it is for

• Companies raising debt or equity financing.
• Owners considering an acquisition or a sale.
• Projects that need investment documentation for an external investor.

What JOI Consulting Group does

• Investment and business planning.
• Financial analysis: material status of the company, strengths and weaknesses, economic acceptability.
• Finance mobilisation: loans, direct investment and project funding.
• Preparation of detailed information and documentation on the investment project.
• Analysis of merger and acquisition project costs.
• Recommendations on the mobilisation of hidden reserves.

How the process works

• 01

  Diagnostics

  We assess the financial position and the capital requirement.

• 02

  Model

  We build the financial model and the investment case.

• 03

  Package

  We prepare documentation for the investor or lender.

• 04

  Negotiation

  We support the dialogue with investment institutions.

• 05

  Transaction

  We run the transaction to closing and hand over implementation control.

Risks we address

• An unrealistic financial model built on overstated assumptions.
• Documentation that does not meet international investor requirements.
• Underestimated cost and structure in an M&A transaction.

What to prepare

• Financial statements for two to three years.
• Management data and the development plan.
• The required amount of funding and its intended use.

Frequently asked questions

The scope follows the Corporate Finance section of the JOI Consulting Group website. joiconsulting.us ↗