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Financial Services Review | Tuesday, April 16, 2024
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A Transparent & Efficient Proprietary Deer Isle Group Playbook for Successful Capital Transaction Preparation
Southampton, NY, - Deer Isle Group, LLC is excited to introduce its Strategic Capital ConsultingTM Deer Isle Bootcamp or Bootcamp Sprint a game-changing, proprietary process for companies which want to raise capital efficiently and effectively.
In today’s challenging capital environment, it is imperative that organizations are prepared for their capital journey since acquirors, or capital providers are unforgiving in their assessment of capital opportunities.
Since the capital preparation process is complex, often companies prepare a business strategy rather than a capital opportunity. Unfortunately, a business strategy is not the same as a capital investment opportunity and, in today’s market conditions, capital opportunities rather than business strategies are being funded.
According to Denton’s, a globally recognized leading M&A and Capital Market’s law firm, one of the top 5 reasons that M&A transactions don’t close is the seller’s “Inability to Timely Respond to Buyer Information Requests”.1
And, according to a SRS Acquiom survey on M&A Best Practices in Due Diligence, the biggest challenge faced during the due diligence process is “vetting the information received” Another key challenge is unreliable/unclear data.2
Until now, companies that want to prepare for a capital transaction such as a merger, acquisition, private debt, or equity issuance have had to navigate an opaque process where there is often limited understanding of the preparation process which creates the basis for inadequate preparation.
The Deer Isle proprietary approach clarifies capital preparation in a manner that clearly, transparently, and efficiently transforms an organization’s business strategy into a capital investment opportunity thereby helping ensure successful capital outcomes.
The Executive Management Bootcamp or Bootcamp Sprint playbook is built upon Deer Isle’s proprietary Capital Provider 4 Pillar Analysis Framework. This 4 Pillar Framework highlights the 4 aspects of a business strategy that are important to articulate and understand as they relate to “what’s in it for the capital provider”. The proprietary process includes “self-assessments, worksheets, frameworks and templates organized around the 4 essential elements of a capital opportunity.
At the end of the Bootcamp, the organization’s Executive Management team should have institutional quality materials as well as a fundamental understanding of how their business strategy fits into a capital provider’s process which means that the team will be strategically prepared to undergo and successfully complete a capital transaction.
For organizations that are farther along in their capital preparation, the Bootcamp Sprint provides an accelerated version of the Bootcamp, but still incorporates the complete 4 Pillar Analysis Framework and capital opportunity methodology.
Dianna Raedle, CEO Deer Isle Group, says “Since our founding in 2007, our mission has been to empower a broad range of organizations seeking to complete capital transactions, including middle market and venture capital, M&A, debt and equity, direct transactions and funds with the right tools to conduct a successful, transparent, effective and efficient capital transaction. By introducing our Executive Management Bootcamp or Bootcamp Sprint, we believe that we are addressing one of the important hurdles that most capital seeker’s face in their capital journey and we look forward to being able to help more organizations with their successful capital journeys.”
Based on an organization’s needs, Deer Isle Group’s experience in raising over $5 billion through its broker/dealer subsidiary may be leveraged. Deer Isle Capital LLC offers unbundled M&A, investment banking and capital placement expertise, thereby giving capital seekers the ability to choose the right advisory services to achieve capital success.