PGM Advisory provides a complete suite of
M&A, Capital Raising and Corporate Strategy services
An experienced professional, focused on you, your stakeholders and your project
20 years’ experience advising on complex financing and corporate transactions
Project management that leaves you free to conduct your business, your way
Services
Investments / Buy-Side M&A
We work either in an independent capacity, responsible for the process, or as an extension of your existing team, providing execution support.
End-to-end service, from scoping and reviewing due diligence, to negotiating reps and warranties.
| Typical engagement | Key services |
| Engaged by investor (private equity, venture capital) or a corporate, to lead deal execution and negotiations | Valuation Scoping and review of due diligence Offer structuring Negotiation tactics Project management Review and negotiation of sale documentation |
Divestments / Sell-Side M&A
Preparing for sale starts with a thorough understanding of you, your business, and your needs. Following that, we will position the company for sale, and contact carefully selected buyers, running a process that maximises value to you.
| Typical engagement | Key services |
| Engaged by investor (private equity, venture capital) or a corporate, to lead deal execution and negotiations | Valuation Prepare information memorandum and teaser Establishment of data room Commissioning of sell-side due diligence Buyer selection and targeting Auction process management Review of offers Negotiation tactics Project management Review and negotiation of sale documentation |
Capital Raising
Through our network of contacts, we know who has capital to deploy and the investments they are looking for. We advise on debt, equity and hybrid instruments, and make targeted introductions. We will help you develop the investment case to best present your business, and manage the transaction process for you
| Typical engagement | Key services |
| Engaged by corporate, to lead project management of fundraising process | Valuation Prepare marketing presentation Establishment of data room Investor identification Investment process management Review of investment proposals Negotiation tactics Review of investment documentation |
IPO project management
IPOs require a huge amount of effort, encompassing financial, legal and regulatory workstreams. Let me be the conduit through which all your advisers communicate with the company, streamlining the process and minimising the distraction for you
| Typical engagement | Key services |
| Engaged by a corporate to lead project management of its initial public offering | Identify advisers to work with (investment banks, accountants, lawyers, public relations) Establishment of data room Oversee due diligence Prepare marketing materials Prepare listing documents Prepare comms documents Process management Board updates |