Helping with the choice of long and short-term financing instruments, whether as a choice for an individual (for instance looking to finance or refinance a property investment) or a business (for example looking to finance infrastructure expansion, growth capital, a buy-out project, or the acquisition of a target). Consideration as to whether to finance that investment with equity or debt, and when or whether to pay dividends to shareholders.
Introducing clients to venture capitalists, buyout firms, private equity firms, merger and acquisition firms, reporting accountants and auditors, and industry specialist lawyers and consultants.