Crowe Horwath Jamaica Transaction and Advisory Services
Transaction and Advisory Services
A transformative decision can alter the business direction drastically and we know what matters to your business. We draw on many years of experience in providing transaction and advisory services, to focusing on the mid-market. With extensive industry expertise, market relationships and a vast network of institutional lenders and sophisticated private funders, we can help you navigate the capital market and crystalise on transactional opportunities. In cognizance of “capital dynamism”, we offer a complete suite of advisory services that are designed to help you shape and manage capital of your business based on its competitive landscape. We are able to tailor onestop integrated advisory service to suit each unique business situation.
Fund Raising
There are two fundamental financing options available, i.e., equity or debt. Both have different characteristics with varying impacts on the host of metrics by which a business is measured, typically in terms of different effects on earnings, cash flow and balance sheet presentation, Company’s gearing and the owners’ interests in the Company. Ultimately, it brings to the probe into the planned use of funds, desired relationship the owners wish to establish with the fund providers, hence a strategic decision that underpins optimal form of financing for a given situation.
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Capital Growth
Capturing synergies in your business venture and accrete your asset value and return on investment
Fund Raising
Capital Optimisation
CAPITAL DYNAMISM
Assisting your business to secure the access to appropriate financial resources
Providing unique perspective into your business to attain capital full potential
Maximising Value to Shareholders Diagram: Capital Dynamism
More often than not, fund raising can be a stressful and exhausting process. We have a committed professional team to help you unwind the stress by tapping into the right channel of fund sourcing and smoothen the process for you from start to finish.
Equity Market Advisory Services
Raising equity fund requires connecting many pieces of a complex puzzle, some of which are outside of the control of company management and its stakeholders. Our dedicated team is trained to be mindful of your business objectives.
Our experienced advisors are available to help our clients coordinate and manage the fund raising process, through building a comprehensive fund-raising plan, keeping task lists, monitoring progress, resolving issues so as to keep the decision making on track, till a successful IPO. In this respect, we offer the following services: • IPO and Project Management — IPO planning and readiness assessment — Setting up legal organisational structure needed to execute the IPO — Formation of due diligence working group — Financial reporting advisory (preparation of pro forma financial statements for the listing group of companies) — Development of infrastructure for various functions within the listing group ie reporting, technology and governance, that will support the rigors and compliance efforts of life as a public company — Valuation of listing group — Liaisons with regulators — Review the potential candidates for nomination as independent directorship
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Transaction and Advisory Services
— Identification of cornerstone investors — Investor relation (includes business plan write up and as marketer of the IPO shares) — Tax effect of post-IPO capital structure • Privatisation and Re-listing — Financial reporting advisor (preparation of pro forma balance of listing group) — Sourcing strategic alliances/ investors for the minority shares — Restructuring and re-organisation of businesses for re-listing — Business viability review — Profit/cash flow forecast and projections — Valuation — Liaisons with regulators — Negotiation of right price — Financial due diligence • Rights Issue and Private Placement — Sourcing of investors — Negotiations and analysing pricing possibilities
Debt Market Advisory Services
In this ever evolving capital market, various financial instruments are created to meet your business needs. Without the necessary knowledge and understanding of today’s complex banking products specifically on the structure, pricing, covenants and relevant risk exposure, it can be a delicate task in evaluating and deciding on the proper financing alternative that best suit your business. This is where our corporate finance services add value to your organisation. • Debt advisory (mezzanine, commercial and project financing) — Identifying funding needs — Review of possible funding mechanisms — Sourcing for private or institutional funding
— Financial modelling — Negotiation of financing terms (pricing and covenants) — Cash flow simulation of financial alternatives • Pre-lending due diligence • Post-lending monitoring • Tax planning advice
Capital Growth
A right deal can present a wealth of opportunities to your door step and when that opportunity arises, you need right professional advisors to help you capitalise on it. We work closely with you to integrate and implement all aspects of strategic decisions with the aim to fuel growth in your investment and business undertakings. Our relentless support ensures that targeted synergies of capital, operations and talent offer the most value to your business. Specifically, our services include the following: • Merger and Acquisition related services — Target selection and approaches — Pre-deal evaluation and structuring — Buy-side due diligence (focusing on identification drivers of future value of the business) — Modelling synergies — Identifying deal breakers — Tax considerations — Post-merger/acquisition integration • Joint venture and business alliances • Establishing investment strategy • Pre-investment feasibility study and due diligence • Squeeze-out of minority shareholders • Recapitalisation • Management buy-out and buy-in support • Vendor due diligence • Long term planning for shareholder value
www.crowehorwath.com.jm Crowe Horwath Jamaica is a member of Crowe Horwath International, a Swiss verein (Crowe Horwath). Each member firm of Crowe Horwath is a separate and independent legal entity. Crowe Horwath Jamaicaust and its affiliates are not responsible or liable for any acts or omissions of Crowe Horwath or any other member of Crowe Horwath and specifically disclaim any and all responsibility or liability for acts or omissions of Crowe Horwath or any other Crowe Horwath member. © 2016 Crowe Horwath Jamaica
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Capital Optimisation
The recent trend of business consolidation with a view of diverting resources to high growth opportunities has put capital optimisation in focus when assessing corporate strategic directions. We are capable of providing objective advice to optimise your capital structure by identifying transformative opportunities and devising the best strategy to unlock the full potential of capital resources in your business. Here are our service offerings: • Divestiture services — Exit planning — Preparing a business for sale — Identify the core competencies of your business — Sourcing potential buyers — Managing smooth transition and handover process — Pricing and negotiation strategy advice — Preparation of information memorandum • Assets portfolio review • Investment performance monitoring • Capital reduction • Financing strategy — Design and structure the debt instruments — Review of term sheets (institutional financing) — Diagnostic assessment on cash flow simulation
Contact Information Unit 34,Winchester Business Centre, 15 Hope Road, Kingston 10 Jamaica tel 1876-9084007 fax 1876-7540380 Dawkins Brown Managing partner info@crowehorwath.com.jm For general enquiries, email us: info@crowehorwath.com.jm
www.crowehorwath.com.jm