Compass' capital formation services include:
- Performing a thorough analysis of the company's position in its industry, its historical operating results and its cash flow potential.
- Reviewing financing requirements, both immediate and long-term, to determine the optimal capital structure.
- Assisting our clients in preparing a descriptive memorandum describing the company, its historic and forecasted financial results and its future potential for growth.
- Identifying, evaluating and contacting appropriate capital sources.
- Developing and assisting in the preparation of management presentations.
- Evaluating proposals to determine suitability and to assist our clients in negotiating with lenders to ensure a favorable structure.
- Managing the closing process.
