Apogee Capital Advisors thrives in developing business plans and securing attractive growth capital for entrepreneurs and businesses. We help companies quickly understand their company’s future value and develop a business plan to make that happen.
Our clients are fast growing business held back by limited capital. By engaging our services, we help our clients determine their own capital requirements based on the funding requirements of the growth plan.
We secure financing for our clients from a broad range of private and public financial institutions. We help companies find and negotiate business financing that minimizes dilution and personal financial liability to the company owners. We also assist our clients in buying out company shareholders in order to further increase the future value.
Corporate Advisory Services
Apogee Capital Advisors helps our clients quickly develop growth strategies and identify financing methods that can have a substantial positive impact on the future value of the business. Our experience allows us to be creative, fast and cost-efficient and successful. We consults with our clients as an ongoing financial advisor in order to realize the goals defined in the business plan long after the capital event has occurred. [ + ]
As business plan advisors, we write professional business plans for growing companies as part of our business planning process to raise capital. Because our wider market knowledge and experience across specified Industries, Apogee’s business plans are ideally positioned to enhance the company’s existing plan by using our business plan consultants and our dynamic financial planning process. By writing the business plan in conjunction with our dynamic financial planning process, we ensure that the business plan is relevant to the current market demand. We write business plans with financial models and then structure financial plan for the company to optimize their financial requirement and then get them funded from institutional lenders, equity firms, and specialty debt providers.
It is the process of developing short and long term financial goals for your business. Public companies do corporate financial planning regularly out of necessity but growing private companies almost never do corporate financial planning. Balancing operational growth and financial planning becomes very difficult for fast growing private companies. The direct and indirect problems and inefficiencies within a company can be numerous. They include:
Corporate Financial Planning never seems to get done for two primary reasons:
i) Private companies are not required to do it. Think how much is spent on annual audits and reviews and compare that to how much is spent on proactive planning?
ii) Corporate financial planning is seen as a cumbersome, labor intensive exercise, like budgeting, that is not going to produce any insight, change in direction, or results.
We strongly believe companies that practice dynamic corporate financial planning get more focused, make better decisions, and gain the confidence and peace of mind to know they are on a path that creates the results they want. Most importantly, financial planning also gives companies a financial baseline to make good decisions and find ways to exceed their current expectations.
Our dynamic financial planning approach is a fast and detailed approach to documenting and quantifying your company’s current growth plan, then working to make sure your plan meets your future financial goals or objectives (such as future company valuation). It’s a detailed financial plan that is both energizing and based on reality (that is-what you have done in the past and what you are committed to in the future), this plan can be adjusted to reflect changes, making your planning more accurate as time passes.
By having the discipline in financial planning your current path and anticipated valuation is defined, you now have a framework to make informed decisions about new growth or acquisition strategies, raising capital to accelerate growth, or buying out partners or co-owners.
M&A Advisory Services: At apogee we assist companies in charting their growth plan right from capital expansion, capital rising to inorganic growth plan, including advisory on acquiring companies. We work with entrepreneurs very closely on both sell-side advisory as well as buy side advisory services to help them to accelerate value creation and also to advise them on the timing of value appropriation / exit.
Sell Side Advisory: We assist companies / shareholders in en-cashing the value that has been created over a period of time. We help them to accelerate value creation and also to advise them on the timing of value appropriation/exit.
Buy Side Advisory: As part of this process, we assist in scoping out the target market, identifying companies with complementary strengths and completing an acquisition of one or more of the targets on optimal terms.
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As a financial advisor to growing businesses, Apogee believes in quickly finding appropriate financing solutions that limit ownership dilution for our clients. We optimize a structure to source capital and negotiate financing terms that satisfy our clients. Our ultimate objective is to ensure that our clients don’t give up control of their business to outside investors. We help our clients transform their business to high growth enterprises with high multiple valuations.
Our core capital raising services include securing Debt Capital from Banks, Financial Institutions & NBFC’s and Equity Capital from Venture Capital, Private Equity and Public Equity. [ + ]
Debt Syndication services to fulfill clients funding needs for a variety of purposes including green field projects, expansions and modernization projects, working capital, acquisitions, debt refinancing and trade finance etc We work with a number of Private and Public Banks to provide financial support to our clients who need capital to expand their business.
Institutional capital is considered to be the key to realize your long term dreams. We advise companies across various industries and arrange capital at various stages of business growth. We closely work with a number of domestic and overseas Private Equity and Venture Capital funds to provide financial and operational support to our clients who need equity capital to expand their business. [ - ]