Fundraising

At WMT we have a proven track record in raising finance for management teams and companies. Finance is often required to fund:-

  • Business acquisitions
  • Growth
  • Cash out to the shareholders of the business
  • Turn around an underperforming business

It could be that the client is simply looking to refinance its current facilities.

The WMT Corporate Finance team are well connected with all relevant:-

  • Asset Backed Lenders
  • Debt providers (not just high street banks)
  • Private Equity firms;
  • Turnaround investors
  • Venture Capitalists; and
  • High Net Worth Individuals.

We work with clients throughout the fundraising process; from inception of the business through to draw down of the funds.

On a typical transaction we:-

  • Assess the likely sources of finance and the costs associated with raising the required finance
  • Review the business plan in detail and challenge the underlying assumptions
  • Finesse the written business plan and financial forecasts. We are in regular dialogue with a variety of funders and know their funding preferences and the headroom they expect in the facilities.
  • Approach funders on the clients behalf and leveraging our reputation with them to ensure the plan is received in the most favourable light
  • Helping prepare for meetings and presentations with funders and attending them with the client.
  • Negotiate the terms with each funder
  • Manage the funders due diligence process
  • Advise on the commercial aspects of the legal documentation in relation to the draw down of the funds.

We will act as project managers throughout the transaction therefore allowing the management to focus on running the business.

Click on the following link to view a fundraising case study.

For further information about our Corporate Finance service please contact Andrew Williamson on 01727 838 255.

footer