Equity and Debt Fundraising
AN INTERACTIVE CASE STUDY BASED WORKSHOP
Suitable for companies seeking expansion or development capital, owners seeking cash out or management teams considering a buyout…
PIECING THE FUNDING PUZZLE TOGETHER
Business owners and management teams often enter into transactions without knowing fully what they can involve, the fundamental differences between equity and debt funding requirements and what funders are looking for. There are also several alternatives to a trade sale and different ways to fund future expansion plans which are often not considered at the outset, but could provide beneficial outcomes.
Even if you are not considering a transaction in the immediate future, this workshop provides an opportunity to gain a greater understanding of the transactional process to assist you in longer-term strategic planning.
WHO SHOULD ATTEND
The event is suitable for business owners and managers contemplating a ‘transaction’ that will need funds for the following:
– Management buyout
– Expansion/development/growth capital
– Extracting cash from a business
Or those considering alternatives to a trade sale.
The workshop is designed to give participants a unique opportunity to work through a case study in a small group with:
– Representatives from HSBC’s regional corporate team and transaction specialists
– Representatives from the private equity investors active in the Bristol region
– Experienced deal makers from the Corporate Finance team at PKF Francis Clark
Each group will discuss a wide range of issues introduced by a case study and, in doing so, cover the main equity and debt funding options currently available to SMEs and the alternatives to a trade sale.
08.00 – Registration with breakfast rolls and refreshments
08.45 – Introduction and overview
09.00 – Workshop begins
13.00 – Lunch
13.45 – Finish
OBJECTIVES OF THE WORKSHOP
– An appreciation of the commercial and financial issues that need to be addressed when looking at raising equity and debt finance
– An understanding of the practical issues in undertaking a transaction and raising finance for growth
– Interaction with other participants to benefit from the perspective of other business owners and managers
To maintain confidentiality, attendees will only be identified by their first name and will not be expected to talk about their own business or their future plans in the groups.
Participants will have the opportunity to meet the funders and PKF Francis Clark advisers on a one-to-one basis over lunch to discuss privately their own funding needs and opportunities if they wish.