What matters most
- Debt or equity
- The right mix depends on cash flow, growth plans and how much control the owners want to keep.
- Investor fit
- Capital comes with expectations. The best investor is one whose timeframe and involvement match the business.
- Terms
- Valuation is one term among many. Preferences, controls, covenants and exit rights often matter more.
- Readiness
- Investors move quickly when the information is ready, and slowly when it isn't.
Where it goes wrong
- Raising too little, too late, and negotiating from weakness.
- Approaching too many investors at once without a clear case.
- Accepting terms that limit the business's options later.
How Jaron helps
Working out how much is needed, of what kind and when
Preparing the business case and the information investors expect
Identifying and introducing suitable investors and lenders
Negotiating structure and terms through to funding
Other situations
- Selling a businessTiming, preparation and choosing a buyer who will complete.
- Buying a businessChoosing the right target, holding price discipline and planning for day one.
- RefinancingResetting debt so it suits the business as it is today.
- Partners and joint venturesBringing in a partner on terms that still work when things get difficult.
- SuccessionPlanning an owner's exit on their own terms.
Engagements are by introduction.
How introductions work