Fundraising
Advisory


Deal
Certainty

Attractive
Terms

Efficient
Deal Management



Access to capital at attractive terms can transform businesses. The problem is however, that preparing the business for a capital raise, running a competitive process and closing the investment in an efficient way is almost impossible without a detailed understanding of the market.


CEOs, Entrepreneurs and CFOs often believe that potential investors will naturally understand the strengths of the business and that these strengths will be reflected in their offer. They also believe that once they have an offer it is easy to complete a deal and that due diligence should not be an issue.


The reality is, however, that equity and debt investors will look at the business from a very different perspective. They very often receive hundreds of investment proposals and investors will not even look seriously at an opportunity unless it is well presented and comes with the credibility of a professional adviser.


The investor universe is very large and can be very confusing.

There are circa 450 private equity firms, 1,000 family offices and circa 133 private debt firms in the UK. On top of this, there are a multitude of investors overseas who are looking to invest in either debt or equity.

Scanning the market, approaching the right firms and negotiating the right terms can be very complex and time-consuming and it shouldn't be a surprise that most unadvised fundraising efforts are unsuccessful.


We at Dyer Baade have deep connections with a large number of key investors and can quickly say if an opportunity is likely to succeed or not.

We can help our clients to position themselves in the best possible way, approaching the right investors at the right point in time to secure the best possible investment terms.

Working only with professional clients on fundraising mandates, investors know that our clients are well prepared, helping all participants run a highly efficient process to achieve optimal results.



Case Study:

Growing EBITDA by 3x
through external growth capital

Service:
Fundraising (Debt)


Sector:
Wealth Management


Revenue:
£12m+


Employees:
c95

Client Satisfaction:
100%


Problem

Our client had built a successful regional business, but as they invested significant resources in technology and infrastructure, profitability was modest.

Objective

Dyer Baade was hired to find ways to accelerate growth through additional M&A.

Solution

Dyer Baade performed a comprehensive strategic assessment of the business and its growth strategy. Our analysis showed that management could create significant shareholder value through a debt-financed M&A program. Following our analysis and the development of a comprehensive deal strategy and all relevant deal documents, we presented the investment opportunity to relevant debt providers, securing a number of offers. We helped our client to negotiate terms and secure funding from the preferred party. Following the successful debt-raise, our client was able to acquire four bolt-ons within a few months, leading to a 3x increase in EBITDA.


Case Study:

From early stage start-up to receiving investment from a leading US tech company

Service:
Fundraising (Equity)


Sector:
Fintech


Revenue:
Early stage start-up


Employees:
c10

Client Satisfaction:
100%


Problem

Our client was at a stage where they had built innovative technology and had first client traction, but needed significant further investment.

Objective

We were asked to help raise significant equity investment to accelerate organic growth.

Solution

Dyer Baade performed a comprehensive strategic assessment of the business, the market and various strategic options. Our analysis showed, that a traditional fundraise was possible, but would not be the ideal outcome. Instead, we introduced the opportunity to a leading US technology company which had a complementary product offering and already substantial distribution capabilities. As a result of our work, both companies formed a joint venture to which our client contributed their technology and the other party contributed the distribution capabilities. This joint venture allowed our client to roll out the technology to a large number of users very quickly, creating significant value for all stakeholders.


FAQs

  • It is never too early to get the right M&A adviser onboard. Get in touch and we will see if we can help you.

  • Yes.

  • Whilst we like to work with businesses of different sizes, there are certain minimum requirements, based on the current state of the market and the specific situation. Get in touch to discuss your specific situation.

  • We are sector agnostic, but have a strong focus on transactions in financial services, professional services, media and other sectors with a strong people element.

  • Yes.