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Graphic Shapes

Financing Strategy & Execution

◖ Evaluation of existing financing plan

◖ Development of long-term financing plan 

◖ Target investor profile definition

◖ Investment highlights messaging

◖ Fundraising specialist management

Man at Work

Corporate Strategy

◖ Strategy definition (company or product/service level)

◖ Competitive analysis & market positioning

◖ Business case development

◖ Financial forecasting & scenario analysis

◖ Company valuation assessments (current & projected)

Business Meeting of Two Men Walking in the Hall

M&A Strategy and
Transaction Support

◖ M&A strategy development

◖ Organizational readiness assessment

◖ M&A process mapping

◖ Business broker outreach & pipeline management

◖ Due diligence & execution support

◖ Advisor management

◖ Business valuation & sell-side readiness

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