Is an initial public offering the right approach for your company to access the capital markets? Which exchange offers the best route? What is the best way to go public, IPO, reverse merger, acquisition?
RAMPartners has worked with several companies assisting them with all aspects of this complex process. The decision as to whether or not a company should make the transition from a privately owned firm to a publicly traded one must be well thought out with a detailed cost/benefit analysis.
When your company begins to explore the IPO or public debt alternative, it is embarking upon a complex journey. Many of the parties your company will go to for expert advice are the very firms that will collect a handsome fee for taking your company public. These parties are, by definition, no longer unbiased.
RAMPartners is familiar with the private-to-public transition issues and acts as a totally independent party when assessing which avenues make sense and/or choosing the best underwriters and/or advisors for your company (since RAMPartners does not directly take companies public). Our firm's only agenda is your own shareholders' agenda.
RAMPartners can assist with all aspects of a company's IPO process including:
-Initial cost / benefit analysis of the offering
-Capital raising through seed investors, private placements, bridge loans, etc.
-Executive search for CEO, CFO, Board members
-Corporate restructuring for the offering
-Coordinating with the proper regulatory authorities
-Preparation of paperwork and forms for offering
-Coordinating with leading underwriters for the offering
-Coordinating with leading Institutional investors for research/support
-Ongoing support, advice and counsel throughout the process
As the global capital markets have come under increasing pressures in the last few years, investors are turning to different avenues to raise funds for their projects. Switzerland is still one of the world's leading financial centers and every day, new projects and business plans are being funded.
Business plan and document preparation
The key to successfully raising funds in both the private and institutional marketplaces is being able to clearly explain the key concepts of your business. A well written business plan is an essential sales tool. RAMPartners can help your organization write and present a custom tailored business plan to your specific target audience.
The Swiss venture capital market is alive and well and many companies are raising funds and receiving allocations. From our strategic location in Geneva, RAMPartners can tap into an extensive list of contacts including angel investors, institutional investors, venture capital funds and mezzanine financing specialists. Every business needs capital to grow and expand. The question becomes which type of capital equity, debt, convertible securities? How much of your business are you willing to sell to raise the funds you need? Whether you are an entrepreneur with a startup business plan looking for seed financing, or an established company looking to make a major acquisition, our partners can help. RAMPartners is an expert in advising on the appropriate corporate structure.
Mergers and Acquisitions
Are you planning to merge or acquire another company? Have you thought about the optimal structure for domiciliation, tax minimization and legal protection? Does your company need additional capital resources to fund a merger or acquisition? RAMPartners has the answers you need.
A partnership agreement is a plan to a joint intention put into practice. This plan has to be within the frame of legal requirements. RAMPartners combines the project plan and the legal framework in the right way and forms the basis for a successful co-operation and for uncomplicated answers to future questions and problems.
-Drafting of Letters of Intent, Licenses, Agreements for Options.
-Drafting of Research -, Development - and Marketing Co-operations, Joint Ventures and Strategic Alliances.
-Drafting of Stock Purchase Agreements
-Assistance with structuring a presentation geared specifically towards the Swiss marketplace for raising funds
-Advice of the proper corporate structure for tax optimization
-Advice on the underlying securities
-Negotiations with investors to maximize potential returns
-Advice on different exit strategies at future points in time
The qualitative valuation of intellectual property is essential for successful acquisition or divestment of innovation. It is the solid basis for successful negotiations and for establishing solid partnerships. RAMPartners uses a series of qualitative and quantitative methods and technologies for valuation, ranging from net present value calculations to Monte-Carlo-Simulations.
RAMPartners professional services:
We provide financial and commercial valuation of patents, know-how, products, technologies and companies. This independent analysis can form a solid basis for successful future negotiations. Our network includes some of the leading investment bankers, accountants and attorneys to put the best deal possible together for your specific situation. Contact us for additional information.
A trend in the Asset Management industry is for managers to outsource non-core functions. RAMPartners can act as a marketing department for hire. Known in the business as "contract marketers", our job is to introduce hedge funds, alternative and traditional money managers to accredited and institutional investors so the manager can spend his/her time concentrating on outstanding returns. We are compensated by the manager for our services, and represent the manager rather than the investor. Our fees are tied to the performance of the fund, so it is in our best interest to represent high quality funds.
In our efforts to raise money, we constantly contact the private banking and institutional market in Switzerland for our manager/clients. Professionals use the term "alternative management" for any financial mechanism that operates outside of traditionally recognized portfolio management methods. Alternative managers aim for absolute performance, i.e. as high as possible and disconnected from any benchmarks, turning the slightest imperfections in the behavior of capital and financial markets to their advantage. Management banks, private bankers and major financial companies in Geneva were quick to spot the advantage of these specialized instruments. Investment funds, holding companies and institutional investors call on Geneva's expertise in this field. Thanks to the perspicacity of its bankers, Geneva has acquired a highly regarded expertise in designing and distributing alternative management products, becoming a world leader in the field. Specialists believe that between 10% and 30% of 1,000 billion in assets managed alternatively are directly or indirectly controlled by Geneva.
Money management is what you do. Marketing your fund is not your strength. Maybe we can help you. RAMPartners is a recognized leader in financial services marketing, helping emerging managers market themselves to high net worth individuals, family offices, fund of funds, and a variety of institutions throughout Switzerland and the world. Below is a description of what we do and how we do it. We like our profession and are good at it and invite you to contact us for further information.
Our Manager selection process is quite rigorous. We only work with managers who meet our goals of non-correlation to the general equity markets, consistency in returns, and integrity in all aspects of the operation. We look for low drawdowns, top quality management with strong money management experience and a high quality back-office infrastructure with industry recognized auditors, accountants, and prime brokers.
Being based in Geneva Switzerland, RAMPartners works with four distinct groups of investors: institutions, family offices, fund of funds, and accredited individuals. We match the length of the track record and the size of the fund to the potential investor base. We believe that the money raising process follows a life cycle: the fund usually starts with the manager's money along with close associates, then family offices and unrelated high net worth individuals, and then fund of funds and finally institutions.
Our sales process is deliberate and careful. All of our contacts are categorized based on their interest in particular strategies, acceptable length of a fund's track record, and the size of a fund. We have built our Swiss and Global databases of key contacts through several years of personal relationships. We scan through our contact base and call targeted institutions to explain the basics of the manager. We also utilize passive marketing strategies, including attendance and speaking at conferences, our website and our newsletters. If the institution is interested in a particular manager, we forward on information including the manager's marketing package. We will follow-up with a phone call within the week and schedule a personal meeting between the manager and the institution. Our personal contacts are the key to getting face-to-face meetings for the manager. From there onwards, we keep the institutions updated and wait for allocations.
Our monthly objective is to contact, by telephone or in person, approximately 100 of these professionals with whom we have had long-term relations. In Switzerland, personal meetings are more productive with the money manager present. Although we provide the contacts and schedule all the meetings, we prefer the manager commit to traveling often for the first year of our relationship. After that, RAMPartners will continue to follow up on the client's behalf.
Are you a fund manager, publicly traded company or new start up business looking to raise funding for your company? In today's ultra-competitive environment, many emerging managers and companies find it difficult to get to the key decision makers and present them with their product. RAMPartners might have the perfect solution for you.
RAMPartners is a specialist in organizing high impact road show presentations throughout Switzerland and other key global financial locations. Luncheon presentations are an excellent way to effectively leverage a manager's time and resources. Our Presentation Packages can be custom tailored to meet any requirement.
How we organize
Our presentations are designed to achieve maximum results. Luncheon presentations are still a very popular way of raising capital and promoting brand awareness in Switzerland. All of our presentations are scheduled with an initial half hour networking session, followed by the meal. During the meal, the senior management team will make the presentation and during coffee and deserts will be the question and answering session. We also schedule an extra hour booking of the room at the end of the presentation for one-on-one follow up with interested attendees.
Booking of the perfect venue:
Most luncheon presentations will take place at a 5 star hotel. Depending on the city, the location of the hotel becomes very important. The hotel needs to be centrally located, with easy access. The meal served will be a gourmet meal, with several courses and an excellent selection of wines. The presentation facilities have to be impeccable with podium, laptop computer and proper lighting. RAMPartners organizes all of the details including presentation dates, meal & wine selection and making sure all of the facilities are functional.
The success of any luncheon presentation will be directly determined by the quality of the attendees. RAMPartners uses its extensive contacts and database to pre-qualify attendees for maximum results. RAMPartners prefers to organize more intimate presentations with a maximum of 25 participants so each manager can make a personal connection with the audience.
Assistance with presentation
The key to raising capital and promoting brand awareness is the quality of the presentation. RAMPartners works with all of its clients to customize their presentation to the local crowd and expectations. We give each client valuable insight into how to interact with the local crowd.
Follow up with all participants
It is rare that participants will come up to the manager or company right at the luncheon and ask to immediately invest. An ongoing part of our relationship is to follow up with all the participants to determine their interest. Usually, a further individual meeting will be scheduled where the business will be closed.
Cities Available: Europe
Switzerland - Geneva, Zurich, Lugano; Monaco - Monte Carlo; Germany - Frankfurt, Munich, Stuttgart, Berlin; Italy - Milano; France - Paris; United Kingdom - London; Scandinavia - Copenhagen, Oslo, Stockholm
Cities Available: Asia
Our Presentation Packages can be custom tailored to meet any requirements. Our compensation is comprised of an upfront fee to cover the expenses in addition to a percentage fee based upon the amount of funds raised. Please contact RAMPartners for additional information or for a customized quotation based upon the amount of capital you would like to raise. We will make a recommendation for optimal number of cities and services required.