Case study - Fundraising

Investor materials for a fundraising of approximately €20m

Clients
An M&A boutique specialised in energy
End client
Renewable energy company (confidential)
Transaction
Fundraising of approximately €20m
Role
Information Memorandum and investor materials
Language
English
Transaction visual - Project Tammuz, fundraising in renewable energy
Context

A technology and industrial story to tell international investors

The advisors to a fundraising in renewable energy needed an institutional Information Memorandum in English: European market and regulatory framework, technology, business model and financial trajectory. They outsourced the entire production - equity story, structure and drafting - to focus their own time on the process and the investors.

Engagement

What was produced

  • Construction of the equity story and of the document structure, validated with the advisors
  • Full drafting in English: market and regulation, technology and industrial validation, business model, organisation and financial trajectory
  • Autonomous end-to-end production, with validation checkpoints at key stages
  • Actual extracts from the document can be seen on the Information Memorandum page
Status

A confidential process

The materials produced support the discussions with investors. The name of the end client remains confidential until the transaction is announced.

What the client says

"[…] The output is of very high quality, produced by Jérôme on the Information Memorandum of one of our clients. I highly recommend."

M&A boutique specialised in energyAdvisor to the transaction

What this case illustrates

The ability to produce a complete institutional document, in English and autonomously, on a technical subject - for advisors who keep control of the process.

Client quotes were originally given in French and translated for this page.

Contact

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