Capital TRUST Partners (Pvt) Ltd.
Capital TRUST Partners is a fully-fledged Corporate Finance, Research and Strategy Consulting firm. We provide end to end Advisory Services including Debt and Equity Capital Raising, Corporate Finance Advisory and Research.
Our team consists of individuals who have extensive experience in executing investment banking transactions and advisory services in Sri Lanka & South Asia. Having executed several capital raising activities and corporate advisory assignments, our in-house expertise handles and executes a full suite of Corporate Finance and Investment Banking services which include:
Debt & Equity Markets
Mergers & Acquisitions
Strategy Consulting, Research & Support Services
Capital Market Services
We at Capital Trust Partners are here to support client growth and enhance their business. By providing capital solutions and associated support services we provide clients with the necessary insights to make informed decisions.
You may be an entrepreneur who started a business around a good idea; a successful strategic formula has created shareholder value and now your company is ready for the next step. We will carry out an in-depth analysis of your business, financing needs in order to better structure an ideal capital raising solution be it an IPO or a Private Placement.
Pre IPO Advisory
During Pre-IPO phase we prepare your company to ‘go public.’. We will develop an overall strategy which includes the scope, the rationale and use of the funds raised. We will also assess the value of the Company for its existing and potential shareholders. During this process we will identify any gaps and assist you in addressing these prior to the IPO.
Initial Public Offers (IPOs)
We are passionate about understanding your growth story, which then will be transformed into a ‘value creation logic’ that is robust, transparent and easy to understand. We will build a clear and detailed investor business plan and prospectus that communicates this value creation to enhance the market acceptance and commercial appeal of your Company. The Prospectus will address the investor concerns while presenting an objective analysis. The valuation and pricing will be structured in collaboration with you to reflect the current and future economic value of the Company.
In addition to the financial gains, a Company that decides to go public will also increase its credibility and public awareness. As you embark upon this exciting journey, we will assist you to effectively communicate your success story to the wider investor community. We are confident in our ability to successfully close out the IPO by leveraging off Capital Trust Securities’ large network of clients.
Private Placements
In the instance where your Company’s fund raising requirement is better served via a private placement, Capital Trust Partners is well placed to assist you in this regard.
The process will involve inviting only a few selected parties to invest in your company. The selection will be exclusively at your discretion. Even though the process is less regulated, we will ensure that the industry best practices are followed so that the real value of the Company is captured.
We will work in raising the necessary growth capital while optimally structuring the transaction to ensure your objectives are met.
Mergers and Acquisitions
Merging with another business entity is an off the shelf growth strategy which requires perfect chemistry in terms of business strategy, management style and financial policies. Successful integration will hinge upon prior knowledge of the entities, which in reality boils down to operational and behavioral aspects. The multi-specialized professionals that we deploy at your service will assist you in
- Structuring the transactions
- Pitching and negotiating the mandates
- Handling financial due-diligence
- Valuations with comparative Share Swaps
- Executing the M&A duly complying with the regulatory and legal formalities
We will bring the right people to the negotiation table, armed with persuasive tactics to tackle the right issues in order to develop the right process to execute your transaction. The deep roots to the capital markets that we have developed over the years will find you the perfect counterparty, in line with your strategic business interests for a win-win solution.
Capital Market Transactions (Secondary Market / Listed)
Secondary market transactions are all about finding the right Buyer / Seller at the right Price at the right Time. Capital TRUST as an active participant and a strong force in the Sri Lankan capital markets will ensure speedy execution of your transaction, at the right price.
Mandatory Offers & Independent Opinions
We manage mandatory offers and independent opinions in terms of Mergers and Acquisition Code.
Debt Securities & Debenture Issues
Capital Trust Partners are well placed to carry out debt securities and debenture issuances. Through its Group Company Capital Trust Securities, we have access to large foreign and local institutions and high net worth investors which gives us an added advantage to successfully close out the debt issuances.
Syndicated & Leverage Finance Advisory & Structuring
The team will work with clients to structure customized debt finance solutions enabling the Company to monetize assets and cashflows through various financing structures.
Business Advisory
Our team is focused on helping you derive the optimal value from the underlying transaction. As your trusted advisory partner, our support will remain throughout the transaction life cycle on both the ‘Buy Side’ and ‘Sell Side’.
Transaction Services
| Buy Side Assistance | Sell Side Assistance |
|---|---|
| Pre Deal Evaluation | Vender Assistance |
Initial assessment of a target or an early stage of a business deal Necessary insight to influence the bidding strategy, transaction structure, valuation and successful execution. | After having a clear understanding of what you are selling, we will assist you in evaluating a range of disposal options. |
| Financial Due Diligence | |
| An open book investigative analysis of a business (after the Pre Deal Evaluation) to enhance the probability of success by providing intelligence on key risks and benefits throughout the transaction. | While assisting you in maintaining control across the disposal process, we will ensure speedy execution with minimal erosion of value. |
Corporate Valuations
Valuation is a subjective art with a fair share of complexity. Our inhouse expertise shall do justice in quantifying your growth story with multiple valuation approaches driven through commercially sensible assumptions.
Our team performs valuations of business entities that may trigger for various reasons; Mergers and Acquisitions, Fairness Opinions, Private Placements, Internal Management Purposes and Disposals.
Strategy Consulting, Research and Other support Services
The wealth of industry exposure we offer has generated value to our clients over the years. As a trusted advisory partner, we at Capital TRUST will assist our clients in improving their business with best practice recommendations, where the implementation of which will assist you in achieving your wider business objectives.
Your individual needs will be addressed with innovative value added services with a view to transforming the company in to a commercially successful business. As such, we offer the following services to assist clients in their informed decision making;
- Market Assessments
- Feasibility Studies
- Project Reports
- Financial Restructuring
- Operational Review and Restructuring
- Business Strategy and Transformation
- Investment Partnering
- Financial Modelling, Forecasts and Evaluation
- Data Gathering and Analytics
- Corporate / Business Plans
- Investor Intelligence
Commercial Due-Diligence
We provide commercial due-diligence reporting, which involves a comprehensive review of the entity or the target market segment in the context of the prevailing market dynamics. Commercial due diligence is useful for clients who perceive a new market entry, competitive intelligence, strategy developments or validation of pre-deal market entry assumptions.
We have carried out several of these assignments across diverse industries and are well placed to assist you in this regard.