Cohen Capital Advisors - Capital Raising Process


			Capital Raising Process Sell-Side \| Buy-Side \| Capital Raising There are a myriad of options to acquire capital while still retaining all or partial ownership and control. Self-recapitalization, leveraged recapitalization, partial sale, management buyout may all be viable options. However, it is only through fully understanding benefits and drawbacks of each that you can identify a strategy and secure the sponsor best-suited for the deal.


	Determine specific capital requirements and uses Identify specific financing method Strengthen company management and performance Develop and rank potential targets Create business plan and fund raising documents
	Contact potential targets and others in investment banking marketplace Present offers to interested parties Preliminary negotiations Perform due diligence* Evaluation of options against goal and presentation of final offer Negotiate letter of intent

*We rely on the expertise and experience of the Transaction Services Group at Cohen & Company to complete the due diligence. They have performed numerous engagements for businesses, private equity groups, and venture capitalists undertaking merger and acquisition activity. More information can be found at their website, www.cohencpa.com.