Capital Advisory Services

Our capital advisory services are generally based on a three to six month period of due diligence, transaction advisory, document preparation, investor identification, and closing support. We collect a retainer budget of fees and costs relative to the scope of transaction advisory services, document preparation, investor identification, and closing support required with flexible engagement and pricing options.

As Director, CFO, VP of Finance, or Advisor, INVESTIGROUP adds credibility to the transaction and offering documentation presented by our clients to our international accredited investor network.

General terms of engagement are based on the following:

  • Engage INVESTIGROUP as Capital Markets Advisor, Director, CFO, VP of Finance, etc.
  • Hands-on or advisor-only engagements
  • Retainer budget used to cover upfront review, due diligence, transaction review and advisory, preparation or refinement of documentation, marketing, and closing support costs.

Hands-On Capital Advisory (Flat Rate Comprehensive)

  • Large debt or equity raises, identify lead investor, negotiated deal structures
  • Initial 6 month term with auto-renewal; 30 day cancellation provision;
  • Manage INVESTIGROUP accredited investor targets (200 investor minimum);
  • Lower 5-figure flat rate retainer upfront and same per month thereafter with full credit for retainer on closing payout and subject to retainer fee cap

Hands-On Capital Advisory (Flat Rate Limited)

  • Syndicated raises, lead investor identified, firm or non-negotiable deal structures
  • Initial 3 month term with auto-renewal; 30 day cancellation provision;
  • Manage INVESTIGROUP accredited investor targets (100 investor minimum);
  • Advisory and management of capital campaign and support;
  • Lower 5-figure flat rate retainer upfront and same per month thereafter with full credit for retainer on closing payout and subject to retainer fee cap

Select Limited Advisory (Hourly)

  • No fixed term; cancellation provision;
  • Manage INVESTIGROUP accredited investor targets;
  • Select limited advisory services and support;
  • Lower 5-figure minimum hourly retainer ($500/hour for partner/advisor $250 for analyst/staff)

Management Consulting Services

Full Transaction Structuring & Investment Packaging of Deliverables:

  • Executive Summary (1-2 page in INVESTIGROUP format)
  • Power Point Presentation (10-15 page in INVESTIGROUP format)
  • Financial Modeling & Projections (3-10 years)
  • Business Plan (25-35 page in INVESTIGROUP format)
  • Private Placement, PPM or Offering (preparation and review)
  • Entity Selection or Structuring (LLC, Inc, or LP)

General terms of engagement are based on the following:

  • Engage INVESTIGROUP as Director, CFO, VP of Finance, or Advisor
  • No fixed term; cancellation provision
  • Full transaction advisory investment packaging or limited scope on select deliverables

Full Investment Packaging (Flat Rate)

Lower 5- figure retainer upon engagement, three progress payments of same each as deliverables are provided and upon final approval of all documentation – $45,000  to $55,000 total flat rate budget for complete investment packaging.

Initial retainer or advance used to budget upfront review, due diligence, transaction review and advisory, and preparation or refinement of all investment documentation.

A-La-Cart Advisory & Deliverables (Flat Rate )

  • Executive Summary
  • PowerPoint Presentation
  • Financial Modeling and Forecasting
  • Business Plan
  • Private Placement Memo, PPM (including subscription agreement)
  • Entity Selection/Structuring (including preparation of formation agreements)

Select Advisory (Hourly)

Lower 5- figure minimum hourly retainer ($500/hour for partner/advisor and $250 for analyst/staff)

Mergers and Acquisition Services

  • Engage INVESTIGROUP as M&A Advisor
  • Fixed or no fixed term; cancellation provision
  • Select advisory on designated issues, deliverables, purchase, sale, or divesture transaction

Buy-Side M&A Engagements:

Select Advisory (Hourly)

Lower 5-figure minimum hourly retainer ($500/hour for partner/advisor and $250 for analyst/staff)

Retainer used to budget select services that may include review, identification of target acquisitions, term sheet & purchase and sale agreement review and structuring, financial diligence, and post-closing target acquisition integration.

Sell-Side M&A Engagements:

Select Advisory (Hourly)

Lower 5-figure minimum hourly retainer ($500/hour for partner/advisor and $250 for analyst/staff)

Retainer used to budget select services that may include review, due diligence investor/buyer packaging, transaction and deal structuring, valuation and pricing, and identification of buyers with negotiation and closing support.