As an investment bank, we know how to package
companies for raising capital.
Our goal is to help
client companies maximize their corporate valuations for private or public
offerings, mergers or divestitures. We work with companies and their
advisors to fine-tune and articulate their strategy to the financial community.
The result is higher valuations, less dilution, and higher-quality potential
We strive to become the leading supplier of professional-grade
business plans and offering prospectus for the financial communities of Los
Angeles and New York. Our target clients are entrepreneurial corporations (both
public and private), investment bankers and security law firms. Target
investors are usually strategic partners, angels, venture capitalists, or the
Often business executives are too busy running their companies, or are too close
to their operations to draft a professional-grade business plan. Many
business plans are drafted by law firms that well understand securities
regulations, but are less comfortable in second-guessing a client’s business
strategy. Too often, business plans (and prospectuses) are excessively
compartmentalized and consequently fail to give a compelling case for an
investment. Often, too, the formal business plan is not synchronized with
the (i) executive summary, (ii) Offering Prospectus, (iii) financial
projections, (iv) PowerPoint presentations, and (v) management’s direct answers.
We roll up our sleeves and becomes a temporary part of your team. We zoom
in on “anomalies” what would otherwise block incoming investors, and work with
you and your team to clear them up. We then masterfully assemble the pieces
that the rest of your team can run with: We draft compelling “black books” that
your law firm and investment banker can use to do their jobs. We also work with
your team to help design a family of communication tools ranging from concise
executive summaries to effective road-show materials.
Focus. We creates business communication tools that maximize
corporate valuation. We dig deep into corporate strategy to pull out of
essential essence as to why a particular deal will work. We take the 20 to 30
variables surrounding any proposed transaction and weave them into a powerful
whole, proving “beyond a shadow of a doubt” why a particular company will
succeed even when others before have failed.
Our client companies range from Silicon Valley entrepreneurs seeking a first
round of venture capital to established companies looking for their initial
public offering (IPO). We help corporate behemoths revamp stale 10-Ks, launch
fresh acquisitions or mergers (M&A), or divest non-core divisions. In every
case, we increase valuation, we make intangibles more tangible.
Imagine being able to bring the expertise of Harvard Business School into your
core offering, or the acumen of a Stanford University cum laude
economist. Or the input of a seasoned investment banker. Add to that the
penmanship of an international bestselling business author. This describes our
managing director William Knoke who personally directs each project.
Team Approach. We work comfortably directly under the CEO or
CFO, and form a strong team relationship with your security attorney, investment
banker, accountant and other advisors. We also can provide referrals on an