Advisory/Capital Raising Services
The following is a summary of the services provided by Cobblestone Advisers LLC:
The typical client's reason for raising capital is one of the following:
- Growth
- Recapitalization
- Ownership transition
Our typical client:
- Aggressively seeks growth through targeted acquisitions
- Has a sense of urgency
- Makes timely decisions because a strategy is in place or under development
- Seeks capital amounts in the range of $10 to $300 million
Phase 1 - Strategy (Retainer based services)
- Assess client's present strategy and capital position
- Recommend modifications to the client's strategy to prepare for raising capital
- Determine appropriate future capital strategy to satisfy client's needs
Phase 2 - Raise Capital (Success based services, after performing Phase 1)
- Determine the best sources of potential capital for the circumstances
- Contact the financing sources and begin making presentations
- Assist with investor negotiations
- Provide due diligence support, as necessary
- Drive the transaction to closing
© 2005 Cobblestone Advisers, LLC
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Cobblestone Advisers LLC.
Independence Wharf
470 Atlantic Avenue
4th Floor
Boston, Ma 02210
Tel: 617-443-9500
Fax: 617-443-9009
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