Cowen has many years of experience and expertise in successfully assisting clients in raising capital from a variety of sources. This involves creating a competitive process to achieve the optimal combination of funding levels, pricing and terms. Thanks to our network built over many years, we know the investors that best fit your specific financing needs and situation.
Equity financing / Venture capital
When looking for equity or similar financing, there is a wide range of options (real equity, silent partnerships, profit participation certificates, etc.). With our experience, we support our clients in finding the optimal financing, the right partner and the best option to implement their plans. Each form of financing has advantages and disadvantages and our team is happy to advise on options and alternatives. In addition to private equity and venture capital funds, pension funds, foundations, family offices and other investors provide various forms of financing.
Capital markets transactions
We provide bank-independent advice on possible alternatives for financing on the capital markets and have excellent access to investors, designated sponsors, research, stockbrokers and market participants. That way, we create a considerable degree of transparency that enables our clients to successfully achieve their financing goals. Of course, we also advise listed companies on potential capital market financings.
Our professional scope of services
Our services for private capital raising transactions typically involve:
1. Developing the Financial Model:
This analysis gives a comprehensive picture of the business model over the next years. In addition to sales, margins, cost structure and debt and equity structure, it also includes future liquidity requirements. The financial model thus provides the necessary information for investors to assess the investment potential and to set terms and pricing.
2. Designing the Capital Structure:
Through our day-to-day work with equity and debt financing, we have extensive knowledge of institutional lender requirements, funding availability and pricing. We use this information to determine the amount and type of financing required to meet our customers’ needs.
3. Preparing an Investment Memorandum:
The investment memorandum presents an accurate picture of the company, its financial needs, the competitive environment and future opportunities. Based on this, it provides a convincing rationale for investing in the company by identifying the potential for an above-average, long-term investment return.
4. Targeting Institutional Investors and Lenders:
Finding the right investors for a particular industry is the shortest route to completing a successful transaction. Thanks to our network, we can connect our clients with the investors who are willing and able to provide the required capital.
5. Creating the Issuer Presentation:
Cowen undertakes the development of an effective issuer presentation that is tailored to the company and its particular needs, while addressing the issues most important to investors.
Medium-sized transactions are usually not open to the public. How do you find out whether appropriate, attractive terms and prices are being offered for a company? We evaluate the offers received by matching them with our transaction library, which contains the terms and conditions for capital contributions around the world.
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Managing Director and Head
Sell-Side Mergers & Acquisitions, Cowen
+1 248 9884 533