Скачать или смотреть Additional Comments on Capital Raising (Part I)

Course: Deal Execution and Book Building
Class 1: Collecting Term Sheets
Lesson 4: Additional Comments on Capital Raising (Part I)

In this course, The Warren Fox Group addresses the importance of leveraging one’s network to structure and execute deals. Investment bankers execute mandates by connecting their clients to counterparties within the marketplace. Therefore, throughout this course we insist that bankers are brokers and as a broker it is imperative to always act as a fair dealer. We conclude the course by teaching candidates about deal closing procedures, while preaching the importance of always being a trustworthy advisor to clients and a fair dealer to investors.

In Class 1 (Collecting Term Sheets), The Warren Fox Group outlines the processes and procedures involved at the end of the deal funnel, beginning with bids and ending with definitive agreements. In this class, we will cover common banker responsibilities as the deal comes to a close and the differences when advising on minority deals versus majority deals. The Warren Fox Group will also highlight the more granular components of each step at the back-end of the deal funnel and will reveal best practices to ensure an efficient and orderly closing process.

In Lesson 4 (Additional Comments on Capital Raising), The Warren Fox Group takes a more granular look at capital raising advisory. We reiterate the three most important considerations when raising capital: (i) Deal Quantum, (ii) Valuation, and (iii) Type of Product. We place a heavy focus on capital raising because The Warren Fox Group understands the lasting impact that one's capital formation has on its business operations and overall financial success. The banker needs to understand that a client's future is dependent on its current cap table and the client should be very judicious on how it selects outside capital.

Visit us at www.thewarrenfoxgroup.org to learn more about Investment Banking