Raising Capital Process

1. Planning Phase (2 weeks)

We help craft your financing story and assess your business model.

Review financial model and remaining documentation in company data room
Draft documentation required for distribution
Craft financing story to maximize the interest in your company
Complete 1-pager and reach out materials
Finalize investor list

2. Marketing Phase (2-4 weeks)

Distribute materials to investors, conduct investor calls, and get early indications of interest.

Distribute materials to agreed investors
Conduct Investor/Lender screening calls
Share financial model and data room
Management calls as second step as needed
Refine list of interested parties

3. Due Diligence to Non-binding Term Sheet (3-4 weeks)

Receive term sheets and negotiate terms.

Receive indicative interest from parties
Overview of offers and deal terms
Negotiation on specific terms to maximize value

4. Confirmatory and Transaction Execution (3-6 weeks)

Complete shareholder agreement processes for transfer of funds and confirmatory diligence.

Follow require shareholder agreement processes to complete transaction
Complete confirmatory, including legal and due diligence
Work with appointed legal counsel on execution
Review transaction documentation
Arrange payment and transaction completion

Our Role

Document Preparation

Review financial model and materials
Prepare distribution of materials to investors
Support with set-up of data room

Coach Management Team

Support for preparation of management presentation
Tailored information of key elements on which investors focus

Coordinate Transaction

Execution of reach out and full process execution
Manage interaction with investors and valuation discussions
Negotiate term sheets and manage execution process with legal

Book an Appointment

What People are Saying About Chinook

“I engaged Mike to sell my business… Mike was thoroughly professional and communicative throughout the sale process… was able to obtain a qualified buyer in a reasonable time frame. I cannot recommend Mike enough due to his perseverance, dedication, broad industry contacts, and business acumen. Thanks again!”

“Keith MacKenzie understands the numbers very well and was able to understand the working parts of my business very quickly- which of course enabled him to find suitable candidates from his impressive pool of buyers.”

“My dealings with Mike while only the one business sale… were very positive at all times. I must point out that the transaction was successful. That in itself speaks volumes. Well done sir and I hope to have the privilege of working with you in the future.”

“The process of selling a business is complicated but Keith was always there to ensure that my best interests were taken care of. Keith is worth every penny of his brokerage fee and I would not hesitate to refer him to anyone looking to sell any type of business. I was extremely happy with Keith’s professionalism and his ability to bring qualified. Thanks again Keith!”

Previous

Next

Subscribe to our Newsletter

Enter your email address to receive regular updates and information.

#3 – 595 Pandora Avenue
Victoria, British Columbia
V8W 1N5 Canada