CAPITAL RAISING  

Katabiann’s principals, as agent, have raised over $6 billion in public and private equity and debt capital. Our understanding of the myriad types of capital in the market today, their varied terms, conditions and cost and the impact of these on our clients as well as our proven track record in placing capital and extensive network of investors and lenders enable us to evaluate, recommend, place and structure the most suitable capital to meet our clients’ financial and strategic objectives. Our ability to effectively communicate the value proposition of our client’s business results in superior valuation and terms and conditions. We manage the entire capital raising process and coordinate all parties in order to facilitate a smooth, efficient and effective process. Services include:

  • Identifying and understanding client strategic and financial goals
  • Analyzing existing capital structure and financial condition
  • Evaluating market conditions for public and private capital issuance
  • Recommending appropriate types and sources of capital
  • Preparing the Confidential Offering Memorandum and Management Presentation
  • Assisting and advising on the financial projection model
  • Preparing a valuation analysis using multiple methodologies
  • Identifying, qualifying and contacting appropriate potential investors
  • Organizing investor roadshow and Management/Investor meetings
  • Managing the number and type of investors to create a smooth and efficient process
  • Managing the due diligence process
  • Evaluating and negotiating term sheets including structure, terms and conditions

We have successfully placed the following types of capital:

  • Common equity
  • Convertible debt
  • Preferred equity
  • Investment-grade debt
  • High yield debt
  • Revolving credit facilities and term loans