HOLISTIC ASSET FINANCE GROUP offers a full range of investment banking and financing services as well as several innovative structured products, including
- Initial Public Offerings (IPOs)
- Follow-On and Secondary Offerings
- Confidentially Marketed Public Offerings (CMPOs)
- Registered Directs (RDs)
- At-the-Market Offerings (ATMs)
- Special Purpose Acquisition Vehicles (SPACs)
- PIPEs and Private Placements
- Fixed Income Offerings
HOLISTIC ASSET FINANCE GROUP Strategic Advisory Services team provides strategic advisory to a wide range of public and private clients. Our areas of specialty include:
- Merger & Acquisition Advisory
- Corporate Advisory
- Fairness Opinions
- Asset Divestitures
- Balance Sheet and Corporate Restructuring
Our experienced advisors have a strong understanding of capital markets and a high degree of technical expertise to assist clients in achieving some of their most challenging and financial objectives. What sets us apart from other advisory groups is that we are a component of a full-service investment bank. We leverage our strong transactional and marketing making resources to focus on small-mid cap emerging growth companies. Our multinational structure and culture provide an enhanced ability to identify and execute cross-border opportunities other advisory groups aren’t aware of.
Partial list of services:
- Provide Valuation Analysis
- Corporate projections/pro-forma financial modeling
- Strategic advice including sales strategy and business development
- Market penetration & pricing analyses
- Corporate/contractual negotiations
- Broaden shareholder base – non-deal road shows, etc.
- Evaluating potential acquisition targets or merger partners