What We Do

Investment Banking Services

Sell-side M&A Advisory

We advise individual and institutional clients on the sale of partial or full ownership in a company to potential investors. As sell-side adviser, our scope of services typically comprises:

  • Assisting the client in the appointment of lawyers and tax advisors, among other consultants
  • Conducting a full analysis of the asset/company for sale in view of devising a sale process and strategy
  • Undertaking a valuation exercise on the company, indicating a range of values that the
    asset/company should reasonably expect in order to generate interest from potential Investors
  • Preparing detailed investors materials to present the company for sale (Investors presentation, prospectus, information memorandum, etc…)
  • Gauging investors interests, and developing market appetite
  • Assisting in the negotiations and reviewing of deal documentation
  • Overseeing the closing process until full transfer of the assets and settlement of the deal

Sellers benefit from our team’s high financial expertise, general business acumen and strong baggage of soft skills in negotiations and deal-making.

Buy-side M&A Advisory

We advise institutional and individual clients on the acquisition of assets and businesses. As buy-side adviser, our scope of services typically involves:

  • Helping the client identify potential acquisition targets that suits its business strategy
  • Screening opportunities and conducting preliminary assessment of the targets
  • Assessing the proposed benefits of the acquisition
  • Valuing the target to determine its fair value
  • Assisting the client in engaging the necessary consultants to conduct the due diligence exercise, and overseeing the results
  • Supporting the client to develop its offer
  • Negotiating with target assets owners to establish deal terms
  • Coordinating with legal counsels on deal documentation
  • Organizing signing and closing

Financial Restructuring

We assist corporates in distressed situations to assess their performance in view of optimizing their financial performance. Our financial advisory expertise, coupled with our M&A capabilities, insights and exposure to businesses across many industries, gives us a unique perspective to assist businesses and propose value creating initiatives, that restore shareholders value.

Capital Raising

We assist corporate and institutional clients to arrange financing whether in the form of debt, equity or hybrid instruments. Broadgate’s team of professionals possesses experience to advise on capital structures and financing, and a track record of reach through its vast network of financial service providers, private and institutional investors.

Public and Private Placements

We arrange private, as well as public placements for companies. In this context we assist our clients in structuring their offering, determining valuation, preparing documentation, liaising with the capital market authority, as well as conducting the necessary roadshows and investors meeting all on a non-underwriting basis.