Chartview provides tailored advice to companies contemplating strategic initiatives including mergers, acquisitions, divestitures, unique partnership, distribution and joint venture opportunities, and new investment fund or structured product offerings. We are involved in every stage of the process, including evaluation, analysis and structuring of transactions as well as the time-consuming execution process.
We have extensive experience across a diverse range of public and private company situations. With cross-functional expertise covering finance, accounting, tax, marketing, as well as legal and regulatory matters, Chartview is well equipped to handle complex transactions.
- Sourcing investment opportunities and conducting research on acquisition targets;
- Strategic planning, including analysis of opportunities and risks;
- Assisting in the development and marketing of new investment fund and structured product offerings;
- Financial modeling, discounted cash flow analysis, sensitivity analysis and other valuation services;
- Determining optimal transaction structure, financing requirements and negotiating key deal terms;
- Managing project teams and assisting in due diligence review;
- Preparation of detailed term sheets, expressions of interest and final proposals;
- Assisting in preparation, review and negotiation of definitive agreements; and
- Preparation of marketing material and Board of Directors’ presentations.
Our relationship-based approach means that our focus and expertise extends far beyond traditional investment banking advisory services. Our objective is to add value to our clients, not just when a transaction is taking place, but throughout the year in the ongoing management of the business.