During the IPO process, when raising capital, or in an sell/buy transaction, it is extremely important to align valuation expectations between parties. Although it seems logic, having the right team of independent advisors is key for a non-bias view to help you navigate the valuation-investor dilemma.

Owners aim for a company valuation on the high side, although it might seem the company is worth much more, it might compromise on investor interest and limit IPO success, or even call off the sell/buy deal. A company valuation on the lower side will be a disappointment for shareholders, feeling they are leaving money on the table, however it may attack additional investors. Financial advisors pushing for a lower valuation will also open the door for new shareholders to enjoy the share price increase and capital gains.

As part of our mission, we have partnership agreements with boutique firms that support during the corporate finance journey from identifying investors and sell side support to valuation and fund origination. Let us know your needs and will connect you with the most suitable partner.

These are also our partners in delivering Capital Markets, Governance and Investment services.