Investment Banking

Equity Transaction Focus

  • Initial Public Offerings
  • Underwritten Follow-On and Secondary Offerings
  • Special Purpose Acquisition Company (“SPAC”) Initial Public Offerings
  • Registered Direct Placements & PIPEs
  • Merger and Acquisitions as well as Financial Consultation
  • Up-Listings
  • Dual Listings

Mergers and Acquisition, Advisory, Restructuring, Fairness

  • Target Screening and Identification
  • Diligence and Modeling
  • Identifying Synergies and Value Creation
  • Process and Timing of Transactions and Closing

Financial and General Consultation Services

  • Up-Listing and Dual Listing Consultation
  • Listing on a national exchange (NASDAQ or NYSE American)
  • Program overview
  • Requirements and standards
  • ADR overview
  • Jobs Act overview
  • Marketing strategy – including non-deal road shows
  • Develop short and long-term goals focusing on corporate and shareholder value
  • Comparable company and precedent transaction analysis