Corporate Finance Advisory
Red Lion Partners is a corporate finance and M&A advisory firm.
Red Lion Partners professionals successfully secure business financing for our clients. Our full due diligence, ESG adaptation, business analysis plus business plan development strategy evolution and preparation of key materials processes usually takes approx. 8 to 10 weeks to complete. Depending on the financing required, clients can often expect to receive term sheets, negotiate their deal, and achieve funding for their transaction in three to four months post-project kick-off.
We work with brokers, banks, family offices, VC & PE funds, and many e-platforms to find our clients the best financing options in the market. We typically base our fees on a percentage of financing raised and differentiate in the market by often taking part of our fees in equity to become a long-term business partner. This better enables us to focus on delivering value to our clients over the short, medium, and rather a short-term focus on actioning a deal for an immediate payout as seen often in the advisory space.
Once institutions deliver financing proposals to our clients, our financial advisory services team works with our clients to ensure they understand all of the financing solutions presented, analyze the proposals to compare them against one another, negotiate the proposals on behalf of our clients, and consult with our clients throughout due diligence and funding process in order to secure the best outcome for the business owner.
- Our short-, medium-, and long-term interests are fully aligned with our clients
- Our professional fees are unique and long-term performance-based
- Our results are measured in long term KPI’s leading to overall enterprise value enhancement
- Our clients often remain clients throughout their company lifecycle.
Our services include advisory around strategy evolution and positioning, marketing and sales, and finance and operations.
Why Hire a Corporate Finance & M&A Advisor?
The process of raising capital and of buying or selling a company can be complex to execute optimally. While an accomplished law or accounting firm can help, a true transaction expert is key to achieving the best possible outcome.
Key steps in such a process include a comprehensive due diligence analysis of financial risk, operational risk, HR, legal risk and tax structure. For such a due diligence process to be effective, data and documentation must be produced and organized, stretching back several years to a decade. These would typically include financials, vendors, clients, contracts and others. SME owners often underestimate how overwhelming the paperwork and the tasks of collecting, organizing and documentation can be.
Potential buyers will need to be identified and vetted. A good M&A advisor has substantial and proven experience and would leverage a proprietary and extensive global network of corporates, capital providers and other key potential stakeholders increasing optionality and opening multiple potential strategies and target buyers/sellers/investors.
Any SME owner would need an experienced negotiator that knows how to evaluate, position, and maximize the business value. This means knowing how to push a deal forward while providing clients with peace of mind that things are on the right track. This also means creating a competitive bidding environment in the case of capital raising, sales, and disposals.
Raising capital and buying or selling a business is a highly complex process that should be executed with the highest level of professionalism. RLP will do this for you and ensure you can sleep at night. We will find you the right buyer, deal with the minutiae, and get the job done, all while sharing your vision for the company.
M&A research indicates that leveraging the expertise of a proven M&A advisor typically results in a 5% to 25% improvement in financial terms which creates a clear value proposition, net of fees.
What to Look For in an M&A Advisor.
Retaining an experienced M&A advisor team is key. You need an advisor with global experience in your sector, and that understands you and your team, your company, and what it takes to achieve the optimal sales process for your firm. Today, more so than ever, the global picture and leading trends may be very different than local ones. For example, PE valuations for similar companies may differ entirely from country to country and continent to continent, and hence an advisor with this knowledge can position the sales process having this know-how and experience advantage. This will be of help to adequately prepare the seller and manage expectations. This will also be of advantage to find the RIGHT buyer, not just the easiest offering the highest price.
RLP’s proprietary CRM technologies and databases help us gain insight into specific industries.
Take your time in evaluating potential advisors. A good firm will patiently accommodate your process. You are going to be working closely with them through a grueling journey, so you will want to feel comfortable with their team and confident that they will work around the clock to get you the most favorable results possible.
RLP focuses on specific solutions for corporate transactions and the financing of medium-sized companies.
Whether it is the acquisition or the sale of medium-sized businesses, due to the inherent peculiarities and challenges of each and every business, both require tailor-made solutions and no onesize-fits-all approach.
We offer an integrated consulting approach which in addition to advice on transactions and financing may also include the entrepreneurial support in strategic and operative situations.
We have the functional experience and competence that transcends classic transaction consulting. Even in complex transactions RLPs modular approach has extensively proven itself.
Joint Ventures & Partnering
Our team’s unique combination of hands-on joint ventures (JVs) and partnering experience along with investment banking expertise helps clients identify, connect to, and engage with the right strategic and financial partners as well as identify and create the right structure to organize and run their combined business ventures successfully from day-one to acquisition or managed exit.
RLP draws upon its financial and industry expertise, negotiating experience and significant contacts to secure the best result possible for our clients.
Capital Raising
With more than 30 years of average experience and expertise for each of our partners in the fields of corporate finance and investment management, clients benefit from Red Lion Partners as their partner across the many dimensions of their capital investment strategy.
From portfolio management, investor support right up to processing and administrative support, we cover the life cycle of your customized capital solution with broad expertise in the sector, innovative technology, and a strong network of partners.
We are a client’s key service partner for supporting your individual capital investment and are constantly on the lookout for state-of-the-art technological solutions in the market to optimize operations.
Red Lion Partners supports its clients in all matters concerning corporate financing:
- Growth financing
- Strengthening the balance sheet via new shareholder investments
- Procurement of mezzanine capital
- Restructuring the external financing as part of discussions with banks
- Development and implementation of innovative financing schemes e. g. via leasing or asset-backed securities
- Preparation of solid documentation for financing projects.
We have an excellent network consisting of financial investors, family offices, medium-sized investment companies, banks, and funding institutions at our disposal
Corporate Strategy Advisory
Small and Midsize Enterprises (SME) have the same financial and strategic imperatives as larger companies and often are faced with additional challenges due to size. They may need to raise capital to fund internal growth or to finance acquisitions. They may want to achieve liquidity for shareholders or bring in equity to reduce debt.
We have extensive experience helping clients to raise capital in virtually any market condition. We draw on that experience to assist our clients with the unique challenges of selling equity, as well as structuring and raising debt and subordinated / mezzanine debt. Our extensive network of banks, hedge funds, private equity, venture capital, mezzanine, strategic and other institutional financing institutions, and investors will benefit clients in the sectors we serve. We help our clients identify the most suitable and balanced short to long term business strategy and then work with them to execute such to a successful and sustainable long term balanced profitability.
Besides our 30+ years of experience in the financial markets we have a breadth of operational and industrial experience that provides clients with unique problem-solving perspective. We offer straightforward, realistic in-depth assessments, evaluate competitive positioning, uncover pitfalls and opportunities, identify synergies within and outside organizations, and evaluate build-versusbuy options. We help our clients to identify, understand, prioritize, and act on business strategic and financial issues most vital to their long-term success.
RLP’s strategic advisory assignments typically involve the business and financial issues most critical to the long-term competitiveness of the clients.
Upon request, RLP will work with the client to determine the best way to effect increases in shareholder value, including assistance in Portfolio Optimization, Corporate Restructuring, implementation of efficiency enhancement programs; structuring strategic alliances; assistance in integration of acquired or merged businesses; implementation and realization of co-operation deals; and Marketing and Strategic Planning in anticipation of transactions.
Red Lion Partners’ experience in Business Development helps companies in the process of procurement, marketing, and sales representation, as well as in promoting local and international business developments. We can advise on and implement a business development plan that will drive growth and revenues. Following an exploratory session to learn about your current and past new business activities, we can work with you to identify which areas need addressing in order for a business development drive to be successful.
We’ll ensure you’re maximizing the experience, talent, and assets already within your business as well as helping you to analyze and plan the resources that will help to take your business to the next level.
We can team up with our clients on the basis of various options such as fee basis, retainer, lump sum, commission, equity or a combination of the aforementioned options, depending on the situation. We put our high marketing support, negotiations, and contracting skills at our client’s disposal to develop the markets for their products and services. Together with our client, we choose the most appropriate method in order to meet their requirements.
As one of the services we provide, we can set-up and manage pay-per-click advertising campaigns on major search engines. Last but not least, we train your personnel to understand your strategy and effectively compete in the global marketplace.
Red Lion Partners’ business development advisory provides the following services:
- Evaluating the market potential of your products and services Locating qualified sales representatives, agents, distributors, and partners
- Screening and selection of the most suitable partners for specific products and services based on track record, financial strength, and marketing capabilities
- Negotiating and structuring the transaction
- Locating reputable distribution channels Support in locating, selecting, and developing new opportunities and business relationships
- Assisting companies with their international business activities at all levels
- Whether you are initially evaluating international opportunities or striving to increase the effectiveness of your existing program, we can help you reap the benefits of joining the global economy and thus grow your success.
Third Party Marketing
From early stage to leading investment managers, third party marketing outsourcing has been a proven, cost-effective, and successful sales and marketing strategy.
Whether you are to seed a start-up with critical assets, or to launch a new product, expand into new geographic market segments complement or fix an ineffective distribution effort, or transition from portfolio manager effort, third party marketing is a faster and more cost-effective way to benefit from full-time professionals for your sales and marketing effort while controlling fixed costs.
Red Lion Partners focus on a select number of high quality, exclusive and non-competing hedge funds, alternative asset funds and traditional money managers. We build strategic partnerships and aim to deliver long term significant asset growth.
As an independent firm, we have the flexibility and the ability to tailor a value-added sales process for each client and introduce them to appropriate investors globally. Our global network of distribution partners and investors consists of private banks, insurance companies, independent fund of funds, private asset managers, structured product desks, pension funds and family offices and will give our clients the required success for launching their funds.
Technology Advisory
RLP-InvestGlass is a proprietary CRM technology platform enabling us to combine our expertise and extensive relationships and deal flow process into one end-to-end platform
RLP uses sophisticated technology, including artificial intelligence and machine learning, to conduct an intricate and pragmatic Due Diligence process and assessment of each client and their specific needs and to accurately match investors with prospective transactions.
Proprietary technology combines extensive relationships and deal flow process into one robust,data-driven, scalable, end-to-end platform - track unlimited number of capital raises seamlessly
Integrates multiple dimensions - companies, company information, company contacts, investors, investor information, investor contacts, deals, deal information, reps, notes, information requests, NDAs, VDRs, marketing materials, DDQ’s and ESG Checklists. etc.
- Target capital raise by filtering from over 20,000 institutional investors and lenders.
- Easily journal/access interaction with investors.
- Track multiple capital raises seamlessly.
- Create initial/follow-up email campaigns and track responses.
- Create meetings and manage client calendars.
- Comprehensive reporting to client.
- Investors can directly access RLP's current capital raises, investor presentations, NDAs, etc.
- Issuers can see the status and interact with all of the investors interested in your transaction, in real-time.
Why Red Lion Partners
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The guiding principle during the start-up phase of RLP was the experience that there are many contractors from whom one could purchase a company, but who should not be appointed to sell a company. RLP focuses on specific solutions for corporate transactions and the financing of medium-sized companies.
Whether it is the acquisition or the sale of medium-sized businesses, due to the inherent peculiarities and challenges both require tailor-made solutions and no one-size-fits-all approach. The transfer of a company to an external new generation of entrepreneurs requires skill, experience and last, but not least personal esteem:
- We offer an integrated holistic advisory approach which in addition to advice on transactions and financing also includes entrepreneurial support and execution in strategy and operations.
- Our functional deal experience and global competence transcends classic transaction advisory
- Our systematic modular approach lends itself for even the most complex transactions
- RLP’s executive team and each client specific execution partner-team are highly experienced advisors managing their own companies successfully whilst offering their expertise and networking capabilities to select RLP clients.
