Capital Raising

Our capital raising approach is very process driven and as such requires a collaborative effort with shareholders, directors and management to identify and obtain the optimal source of capital. We are fully independent from financial institutions and intermediaries (who often have their own product set to promote) and we can therefore provide discreet, impartial advice targeted solely at finding the best funding solution for a given business.

Early Stage Ventures

Early stage ventures are often unable to attract capital from more traditional sources and must look to venture capitalists for funding. We are familiar with the identities of these investors, the valuation approach that they typically adopt and the types of terms that they typically attempt to negotiate. We can assist businesses looking to raise early stage capital with:

• Financial modelling and valuation of the business opportunity
• Preparation of information memoranda
• Identification of/ and approaches to potential investors
• Development and negotiation of terms and conditions of investment
• Control of due diligence
• Contract investment development and documentation

Private or Public Capital Raising

For more developed businesses, or businesses in expansion phase, we are able to assist in raising more traditional equity funding from a range of experienced investors. While it is preferable to raise equity capital other than by way of public offering, it may become necessary to widen the pool of potential investors approached to the extent that the offer must comply with the provisions of the Securities Act 1978 and related regulations. Whether private placement or public offering, we can assist by:

• Performing a needs assessment and identifying preferred source of capital
• Project planning and process management
• Preparing the business for capital raising
• Valuation advice and offer pricing
• Development of offer marketing strategy
• Preparation of information memorandum or project management of preparation of more complex documents such as investment statements and prospectuses
• Establishment of due diligence committee (where required)
• Project management of other advisers
• Liaison with regulators

Staples Rodway Corporate Finance has been accredited as an NZX Sponsor by New Zealand Exchange Limited for the purpose of bringing offerings to the markets operated by NZX and, in particular, the NZAX. We can assist potential listing applicants as follows:

• Performance of initial scoping review to assess listing suitability and readiness
• Advise on any necessary restructuring
• Valuation and pricing advice
• Secure distribution channels for the offering
• Assemble and manage a project team of lawyers, brokers, accountants, printers, media communications and share registry services
• Review and modify governance processes for consistency with listed company standards
• Project manage preparation of offering documents
• Initiate a due diligence committee to assist directors with statutory declarations
• Liaise with NZX on the listing applicants behalf
• Confirm regulatory compliance and complete formal NZX Sponsor declaration

Debt Advisory

We provide independent advice to businesses looking to establish or restructure debt facilities.

Pre-debt origination

• Pre-lending financial "health-check" assessment
• Cash flow modelling and economic value assessment
• Debt structuring advice
• Preparation of funding proposals
• Presentation to and negotiation with funding providers

Post-debt origination

• Performance monitoring and reporting
• Facility review
• Debt restructuring advice
• Financial distress assessment and recommendation
• Turnaround advice

For further information or assistance please contact us.

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