Case Study: Capital Market Financing

Challenge: Secure sufficient funding from the right strategic investors

Action:

  • Worked with outside Investment Bank to develop Private Placement Memorandum (PPM).
  • Participated in strategic partner negotiations and evaluated proposed funding structures.
  • Build dynamic financial model that translated deal variable combinations into value benefits and thus drove deal point discussions.

Results: A $30 million (cash plus in-kind services) 3-way funding structure that positioned employer to capture a greater return-on-investment.