Financial Services

Why Strategic Equity Group?

At Strategic Equity Group, we know that growing companies drive the world economy. We also know the challenges facing a company that is looking to expand.

Private Placement Assistance

The sale of an equity position in your company is one of the most common vehicles in which a company can raise capital. Strategic Equity Group can help you determine if this is the correct tool to use, properly value your company, assess how much capital you may need to raise, and can assist you in the writing and registration of your Private Placement Memorandum.

What is a Private Placement Memorandum?

A private placement memorandum (PPM) resembles the company’s business plan in several respects including:

• An overview of the securities offered for sale
• The terms of the sale and fees
• Risk factors associated with investment in the business
• The historical financial statements and capital structure of the business
• A detailed description of the business model, products and services
• Management Biographies

Merger and Acquisition Assistance

Occasionally a company will require a significant transformation to most effectively build their business or generate returns for their investors.

Sometimes opportunities manifest themselves through Mergers or Acquisitions. The M&A process will allow companies to take advantage of the synergies between two operating companies. The newly combined entity will be more streamlined and efficient, maximizing productivity.

This is a very complex and time consuming process, requiring vast amounts of due diligence and research. Strategic Equity Group can help you evaluate these opportunities and protect your company throughout the transaction.

Our Executives can assist you in the following areas of M&A:

• Mergers
• Acquisitions
• Joint Ventures
• Due Diligence
• Proper Valuation
• Restructuring
• Acquisition of transitional Management Teams