Advisory

18 Equity's advisory offering is centred around the following aspects of corporate finance:

  • Mergers and acquisitions (including private equity transactions)
  • Deal structuring
  • Financial structuring
  • BEE transactions
  • Capital raising
  • Valuations
  • Asset realisation and hedging
  • Balance sheet optimisation and gearing

The typical transaction process can be described as follows:

  1. Understanding the nature of the transaction and the client's rationale for pursuing it
  2. Thorough analysis from a strategic, operational, financial and technical perspective (industry/technical experts used to the extent required)
  3. Defining the optimal deal structure from a financial, legal, tax and accounting perspective; including the definition of the optimal capital structure for the transaction. The cost and benefit associated with the proposed structure are clearly articulated as part of this phase
  4. Assisting the client with negotiation
  5. Capital raising: equity, mezzanine (inlcuding development finance institutions) and senior debt
  6. Transaction execution: legal, statutory and other aspects
  7. Post deal value add in order to ensure synergies are extracted

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