Capital Raising.

The right capital can change what’s possible.

Raising capital can accelerate growth, fund expansion, support an acquisition or bring the right strategic partner into the business. But raising money isn’t the objective.

Finding the right investor, at the right value, on the right terms is.

Morgan Shaw Advisory works alongside business owners and leadership teams from defining the capital requirement and preparing the investment opportunity through to investor engagement, negotiation and completion.

And importantly, we look beyond the cheque to what the investor brings with it.

Our Positive Impact

"I’ll never forget the day I began partnering with MSA. I had access to the thought leadership I needed to get the value my business deserved. I’m not just getting by anymore, I’m building towards something stronger."

From ambition to investment.

Define the opportunity.

A successful capital raise starts with being clear on why you need the capital, how much you need and what it will enable.

MSA helps define the funding requirement, investment proposition and the type of capital and investor that best aligns with where the business is heading.

Know what you need before deciding who you need it from.

1.

Find the right investors.

Not every investor is the right investor.

We identify and approach potential investors with the appetite, capacity and strategic fit to support the opportunity while positioning the business and its growth story in a way that stands up to scrutiny.

The right capital should bring more than money.

2.

Get the right deal done.

Investor interest is only the beginning.

MSA stays alongside you through valuation, offers, negotiation, due diligence and completion keeping the commercial objectives of the raise front and centre.

The objective isn’t simply to raise capital. It’s to raise it on the right terms.

3.

Know what you’re giving up

Capital has a cost and it isn’t always measured in dollars.

An investment can affect ownership, control, decision-making, future distributions and what happens when the business is eventually sold.

MSA helps you understand what you're receiving and what you're giving up in return before you commit.

Because the highest valuation doesn't necessarily mean the best investment partner.

Capital matters. So does what comes with it.

The investor is part of the deal.

The right investor can bring far more than funding.

Experience, relationships, capability, credibility and access to future capital can all add value to the business.

But alignment matters too.

We look at the investor as carefully as they look at you understanding their expectations, investment horizon, level of involvement and what they want from the relationship.

The right investor should support where you're going, not get in the way of it.

The MSA difference

We Look Beyond the Capital.

MSA approaches a capital raise as a transaction, not simply a funding exercise.

We help define the opportunity, position the business, identify and engage investors and stay alongside you through valuation, negotiation and completion.

Throughout the process, we keep sight of the bigger picture what the capital needs to achieve and what the deal means for you after the money arrives.

Raise the capital. Protect the value. Keep moving forward.

We asked our clients, “What would you like others to know about your experience with Morgan Shaw Advisory”.

This was their response.

Have questions?

FAQ’s

  • Capital may be appropriate when you have a clear opportunity that requires funding such as accelerating growth, entering new markets, investing in capability, funding an acquisition or strengthening the balance sheet.

  • That depends on what the capital needs to achieve. We work with you to understand the funding requirement, timing and future needs before determining the appropriate raise.

  • MSA considers financial performance, earnings quality, growth, market opportunity, risk and other value drivers to establish a credible valuation position before investor negotiations begin.

  • That depends on the amount being raised, the agreed valuation and the structure of the investment. MSA helps you understand the implications before agreeing to a transaction.

  • Not necessarily. Control depends on the percentage invested and the rights negotiated as part of the transaction. Governance and decision-making rights can be just as important as equity ownership.

  • No. Investor rights, conditions, future funding obligations, governance, exit expectations and strategic alignment can materially affect the attractiveness of an offer.

  • Yes. MSA manages investor approaches and information sharing discreetly throughout the process.

  • Investors will typically examine financial, commercial, legal, tax and operational aspects of the business. MSA coordinates the process alongside your specialist advisers and helps manage the commercial implications of issues that arise.

  • Yes. MSA can lead commercial negotiations around valuation, investment amount, structure and key terms while working alongside your legal, tax and other advisers.

Like to learn more?
Let’s chat.

Morgan Shaw Advisory
Suite 3.02, Level 3
89 York Street
Sydney NSW 2000

General enquiries
info@morganshawadvisory.com
+61 1300 980 344