Fundraising advisory
Structure, document, execute.
We act as advisor to the issuer or the shareholder, from the framing of the transaction to closing. Our edge is first-hand knowledge of investors and their constraints, built over twenty years on the markets side.
Instruments — equity, debt, hybrids
Clients — infrastructure, fintechs & financial institutions, healthcare
Expertise
Three families of transactions.
One methodology, adapted to the instrument and to the profile of the investors approached.
Equity
Series A to C rounds, growth capital, shareholder restructurings.
- Business plan and equity story
- Valuation and term sheet
- VC funds, family offices, corporates, strategics
Debt
Private debt and bond private placements.
- Leverage and covenant calibration
- Order-book building
- Debt funds, family offices, banks, insurers, asset managers
Regulatory capital
Prudential capital instruments for banks and financial institutions.
- AT1, Tier 2, SNP
- Club deals and private placements
- Dialogue with specialist investors
Method
A four-step process.
A tight timeline, documentation to institutional-investor standards, and a single point of contact from start to finish.
Framing
Diagnosis of the need, choice of instrument, feasibility and timeline. Engagement letter.
Preparation
Memorandum, financial model, teaser and data room. Qualified investor target list.
Outreach
Investor approach, Q&A management, receipt and comparison of offers.
Execution
Negotiation of terms, coordination of legal counsel, closing and post-transaction follow-up.
Track record
Selective mandates on demanding situations.
A selection of recently advised transactions. Client names are disclosed on request.
Completed transactions and signed ongoing mandates.
Positioning
Independent, experienced, available.
Agremax receives no remuneration from investors: our only principal is the issuer. We readily work on a co-mandate basis with partner banks or boutiques when the size or nature of the transaction warrants it.
Fees typically combine a fixed retainer and a success fee indexed on the amounts actually raised.
A financing or fundraising project?
A first 30-minute call is enough to qualify the need, the timeline and the feasibility.