Private Equity Solutions

Private equity involves investing capital in private companies, providing them with the funds needed for growth, expansion or restructuring. At our firm, we specialize in facilitating private equity transactions, offering comprehensive services that cover every stage of the investment process. Our goal is to help companies secure the capital they need while ensuring that investors achieve attractive returns on their investments. We work closely with companies to understand their financial needs and strategic objectives, conducting thorough due diligence to assess their potential. Our team prepares compelling investment materials and leverages an extensive network of potential investors to secure funding. From initial consultation to post-investment support, we provide expert guidance and strategic advice, ensuring successful transactions and fostering long-term growth.
  • Objective: Understand the client’s growth objectives and financial needs.
  • Action: Engage in detailed discussions with the company’s management to comprehend their strategic goals and financing requirements. Collect necessary information and statistical data for further analysis.
  • Objective: Evaluate the company’s potential and investment attractiveness.
  • Action: Conduct thorough due diligence, analysing the company’s financial statements, business model, market conditions and growth potential. This step ensures a clear understanding of the company’s value proposition and investment potential.
  • Objective: Create an enticing overview to attract potential investors.
  • Action: Based on our analysis, prepare an engaging teaser that highlights key aspects of the company. This document provides a snapshot of the investment opportunity without revealing sensitive information.
  • Objective: Attract and engage potential investors.
  • Action: Utilize our extensive network to reach out to a targeted list of potential investors. Conduct targeted marketing campaigns to generate interest and secure commitments from investors who align with the company’s vision.
  • Objective: Provide a comprehensive and compelling investment case.
  • Action: Prepare a detailed presentation that delves into the company’s financial health, market strategy, competitive advantages and future growth plans. This presentation serves as a key tool for investor pitches.
  • Objective: Equip the company’s management for successful investor pitches.
  • Action: Work closely with the company’s CEO and management team to prepare for investor pitches. This includes fine-tuning the presentation, anticipating investor questions and developing a compelling narrative that highlights the company’s strengths.
  • Objective: Directly engage with potential investors.
  • Action: Organize and accompany the company’s management team on investor meetings and roadshows. Provide support throughout these meetings to ensure that all investor queries are addressed and the company is presented in the best possible light.
  • Objective: Secure favourable investment terms.
  • Action: Assist in the negotiation process to finalize investment terms that support the company’s growth while meeting investors’ expectations. Structure the deal to align with the strategic goals of both parties.
  • Objective: Ensure a smooth and compliant transaction.
  • Action: Oversee the closing process, ensuring all legal and financial requirements are met. Coordinate with legal advisors and other stakeholders to finalize the investment agreement and ensure a seamless transaction.
  • Objective: Maintain investor relations and support ongoing growth.
  • Action: Provide ongoing support to the company in managing investor relations and fulfilling reporting requirements. Assist with strategic advice and guidance to ensure the company effectively utilizes the new capital to achieve its growth objectives.

BM Intelligence - providing tailor-made corporate consulting and financial services to both companies and individual clients.

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Von Vincke Straße 61
33014 Bad Driburg
Germany