Financial Services

Transaction Services

Mergers, acquisitions, and capital raises are some of the most important decisions a management team will make. Venture First has entered into a relationship with Chessiecap Securities to provide transaction expertise to our growth-stage clients.

How We Help

Buy-Side Services

We align objectives with realistic opportunities for acquiring companies and strategic capabilities.

The Venture First-Chessiecap team typically engages with clients for a significant period to provide the analysis, insights, process management and execution of selected transactions. Our professionals work with client teams and select partners to ensure post-acquisition integration success and performance.

Sell-Side Services

We identify comprehensive and realistic opportunities to sell your company or strategic assets to drive performance goals.

Our process ideally begins six months to a year prior to transaction completion allowing our team to properly guide management and operations improvements. We typically deliver the following for our clients:

  • Comprehensive review of our client’s operating conditions, management team, corporate strategy, differentiators, and growth prospects
  • Clear and achievable improvement strategies to maximize sale value
  • Expert valuation guidance and communication of deal expectations
  • Exhaustive market research and approaches to bring the company to market
  • Professional and visually appealing selling materials that differentiate our clients
  • Transaction management by our investment bankers

Capital Raising

The Venture First-Chessiecap team advises clients desiring to raise either equity or debt capital with a focus on growth-stage ventures. We typically deliver the following for our clients:

  • Detailed review of operating conditions and capital requirements
  • Target lists of the most relevant institutional and accredited investors
  • Structured, professional and compelling company “story” materials
  • Consultation with legal counsel to ensure accurate and fully compliant documentation

Certain employees and affiliates of Venture First are also licensed Registered Representatives of Chessiecap Securities, Inc., a member of FINRA & SIPC. All securities services are provided through Chessiecap Securities, Inc.

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