Many of the prospects we approach in our investment banking practice are also potential customers or strategic partners.  

The old saying that "an order solves a lot of problems" is really true for early-mid stage companies that are trying to accelerate or expand.  Sophisticated investors (through their portfolio companies) and other strategic partners have the ability to evaluate the benefits and viability of a client's products / services from a business relationship perspective.  That validation can lead to a large order, license, or manufacturing / distribution agreement that improves working capital, cash flow, and competitive positioning in the market - frequently without dilution.  

It can be faster and easier to complete the due diligence and close on a business transaction funded from the strategic partner's operating budget vs. getting board and legal approval for a securities investment funded from their corporate treasury.  A successful business transaction can also provide comfort to other prospects that someone smart has already completed the due diligence process and has made a financial commitment to the company's success.

Strategic Prospects

strategic prospects

national accounts

resellers / distributors

manufacturers

product / ip developers

Targeted Transactions

TARGETED TRANSACTIONS

ORDERS and credit lines

INBOUND / OUTBOUND LICENSes

ASSET SALES AND PURCHASES

joint ventures