CapitalRaise
Client Services- Strategic Advisory Solutions
We assist a wealth of organizations, including healthcare, biotech, medtech, and biopharma, in raising capital to fuel growth, acquire new facilities, or expand service lines. Working with private equity firms, lenders, and investors, we connect our clients with optimal funding solutions.
Our Process Capital Raise
Based on in-depth client engagement, we customize our approach to your organization’s individual requirements.
A typical transaction process includes these steps:
Step 1 – Initial Consultation and Goal Setting
The process begins with a detailed discussion to understand the Client’s needs, goals, and preferences. This includes identifying the purpose of the capital raise (e.g., expansion, acquisition, refinancing), the desired amount, and acceptable terms. We also conduct a preliminary assessment of the Client’s financial position to determine the feasibility of their objectives.
Step 2 – Data Gathering and Analysis of Financial and Operational Data
We compile and refine the necessary financial documents, including historical financial statements, forecasts, and business plans. This stage involves financial modeling to project potential outcomes and to demonstrate the Client’s ability to utilize the raised capital effectively. Supporting documentation is organized to present a compelling case to investors.
Step 3 – Merritt Due Diligence, Marketing Materials and Production of Confidential Information Memorandum
Comprehensive marketing materials are created, including a Confidential Information Memorandum (CIM) that outlines the business’s key strengths, financial performance, and growth potential. A teaser document may also be prepared to introduce the opportunity to potential investors without disclosing sensitive information.
Step 4 – Investor Targeting and Outreach
We develop a list of prospective investors, such as private equity firms, venture capitalists, family offices, and strategic partners, depending on the Client’s requirements. Targeted outreach is conducted via email, calls, and presentations to generate interest while maintaining confidentiality until NDAs can be signed and Investors are approved by our client.
If the prospective buyer wishes to receive more information, they must sign the Non-Disclosure Agreement. The CIM and supporting documents are then shared, which typically produces additional questions and conversation.
Step 5 – Investor Engagement and Information Sharing
Interested investors are required to sign a Non-Disclosure Agreement (NDA) before accessing detailed information. This step includes answering investor questions, hosting meetings, and providing additional data to support their evaluation of the opportunity.
Step 6 – Selection of Investor(s) and Term Negotiation
During the stage of the process, we work with the Client to review and negotiate the terms of the investment of each term sheet submitted by potential investors. This involves assessing the structure of the deal, valuation, and any associated rights or obligations. This process will continue through investor selection and documentation.
Additionally, we assist the Client in comparing offers and selecting the best investor or combination of investors. This decision is based on financial terms, strategic alignment, and potential for long-term partnership.
Step 7 – Investor Due Diligence
The selected investor(s) conducts detailed due diligence to verify the accuracy of financial and operational information. We facilitate this process by coordinating responses to inquiries and managing data room access.
Step 8 – Legal Documentation
Legal documents are drafted and negotiated to formalize the agreement. This includes investment agreements, shareholder agreements, and any ancillary documents. We work closely with attorneys for both parties to finalize the terms.
Step 9 – Closing and Funding
Once all documents are finalized and conditions are met, the transaction is closed, and funds are disbursed to the Client. Post-closing, we assist with any necessary transition or reporting requirements.
More Client Services
Mergers &Acquisitions
Our M&A advisory team specializes in structuring and managing mergers, acquisitions, and strategic partnerships. We align your vision with the right buyer, partner, or investor, maximizing your value with a seamless process from market positioning to due diligence and closing.
DebtAdvisory
Our debt advisory services focus on helping businesses, ranging from healthcare services to medtech and biopharma, optimize capital structure and secure financing options. We help clients restructure existing debt or acquire new financing while minimizing costs and risk.
Who We Serve
We work with healthcare business owners and founders who want to achieve fresh strategic and financial opportunities.
We represent healthcare business owners and founders who are considering strategic or financial transactions. Working together, we help owners of healthcare practices, surgery centers, outpatient surgical facilities and their ancillary businesses realize desirable goals.
