PROJECTS AND BUSINESS FINANCING PRACTICE

Our Services

CTPD Management Consultants: Your Project Middle Market Investment Bank

CTPD Management Consultants provides projects financing services to emerging and middle market companies. We specialize in raising equity and debt capital and in executing acquisition, divestiture, and merger transactions for our clients.

Our unique approach leverages CTPD Management Consultants' two core services (1) growth strategy consulting and (2) corporate finance to provide unparalleled corporate advisory and capital raising services.

The CTPD Management Consultants Difference

Most boutique investment banks focus solely on corporate finance services and they fail to provide the strategic guidance that emerging and middle market companies need.
CTPD Management Consultants, however, offers clients a decade of strategic management consulting and investment expertise in addition to expert financial advice.

• We closely track emerging industries.
• We understand your business because we have created firms ourselves and consulted with 2,000 companies at all stages of development and with all aspects of their business.
• We not only understand corporate finance and how to get deals done in any economic climate. We also have developed and launched sales and marketing strategies, operations plans, and studied the competitive landscape in your industry.
• We have started and built successful businesses and personally experienced many of the same challenges you face on a daily basis.

What Does This Mean for Your Business?

If you’ve met or worked with investment banking firms, you may have come away with the feeling that there is little difference among them. Not CTPD Management Consultants.

We’ve rolled up our sleeves too; we “get it.” We leverage our extensive hands-on, real world business experience and knowledge to provide strategic insight into every financial transaction. We understand the valuation drivers for your firm, and will provide strategy consulting advice regarding your business model and positioning in order to optimize your results.
We believe our comprehensive approach towards advising your business can maximize the valuation of your firm. Our approach looks at many ways of closing a transaction for you. Our clients tell us we often become an extension of their own internal team due to the extensive support we provide.

Our methodology also includes strategic market research within your market and investment space, a detailed presentation of investment research and data, introductions and representation with prospective investors, and advice and assistance in negotiating, structuring and closing financial transactions.

Investment Banking Capabilities

CTPD Management Consultants provides capital raising, mergers and acquisitions (M&A), and corporate advisory services to emerging and middle market businesses.

Capital Raising Services

• We help emerging and lower middle market companies raise equity and debt financing.
• We provide corporate restructuring services for troubled and underperforming firms, as well as following a divestiture, merger or acquisition.
• We develop professional documentation, including business plans and PPMs, to facilitate financing transactions.

Mergers and Acquisitions (M&A)

• We develop innovative and effective M&A strategies and provide extensive M&A due diligence services.
• We provide sell-side and buy-side advisory services for clients planning to sell or acquire businesses.
• We provide post-merger and post-acquisition integration consulting services.

Advisory Services

• We provide professional business valuation services.
• We provide fairness opinions to determine whether a merger, acquisition, or other transaction is a fair and viable option.
• We consult to private equity and venture capital firms who are planning investments or acquisitions, or are seeking to improve the performance of portfolio companies.

Capital Raising Services

CTPD Management Consultants provides equity financing, debt financing and corporate restructuring services to emerging and middle market businesses.

Clients benefit from our experience advising 500 clients on their financing strategies, developing professional documentation, and successfully securing capital. Since 2003, CTPD Management Consultants’ clients have raised millions of dollars in debt and equity financing.
Over the past five years, we have developed a proven methodology for raising debt and equity capital. We create compelling investor marketing materials, develop comprehensive investor lists, and work creatively and tirelessly to initiate, negotiate and close financing transactions. In addition, we provide valuable strategic insights throughout the fundraising process.
CTPD Management Consultants provides the following capital raising services.

• Equity Financing: We arrange equity financing for emerging and lower middle market companies by way of venture capital and private equity groups.
• Debt Financing: We help emerging and lower middle market companies secure debt financing from institutional banks and business to business lenders.
• Corporate Restructuring: We provide corporate restructuring services for underperforming companies as well as for emerging and middle market companies following a merger or acquisition.
• Private Placement Memorandum Services: CTPD Management Consultants has a proven methodology for developing effective PPMs. Our private placement memorandum development process ensures the quality of the memorandum and additional presentation materials, and fundraising efforts.

Equity Financing Services

CTPD Management Consultants specializes in helping lower emerging and middle market companies secure equity financing from venture capital firms, private equity groups, and strategic investors. Since 2003, CTPD Management Consultants clients have raised millions of dollars in capital.  Clients benefit from our years of experience advising clients on their financing strategies and successfully closing equity financing transactions. In addition to fundraising assistance, we provide our clients with valuable strategic business advice throughout the capital raising process.

Our methodology for securing equity financing includes the following components:

Interview Company Management

Interview company management regarding the company's vision, mission, capital structure (amount of money to be raised, valuation, share structure, etc.). This process allows CTPD Management Consultants to effectively articulate and market the investment opportunity to investors.

• Prepare Documentation

We develop or refine investor materials, including slide deck, executive summary, full business plan, and private placement memorandum (PPM), as appropriate.

In this process, we highlight the company's management team, competitive advantages, and value proposition. We develop a well-defined exit strategy and demonstrate the high potential for return on investment. As a result, we generate investor interest and encourage favorable investment terms.

• Develop Investor Lists

We develop comprehensive lists of qualified investors from our extensive network and proprietary informational databases.

We invest significant time and energy to identify and assess unique, creative sources of equity investment, including strategic investors.

• Market Opportunity to Investors

We initiate contact with investors, negotiate a contract where both parties are pleased with the financing structure, and work to successfully close the transaction.

Debt Financing Services

CTPD Management Consultants arranges debt financing for emerging and lower middle market companies. Since 2003, CTPD Management Consultants’ clients have raised more than millions of dollars in capital.

Clients benefit from our decade of experience advising clients on financing strategies and successfully closing financing transactions. In addition to providing fundraising assistance, we also provide valuable strategic business advice throughout the capital raising process.
We work closely with our clients to explain the positives and negatives of debt financing so as to acquire the exact amount of debt financing needed from the most suitable institutions and reliable lenders.

Our services highlight the value of the business and make transparent the debt to equity ratio for loan repayment to ensure that the client secures the financing that they require. In this process, our clients secure the precise amount of debt they need to maintain a healthy balance sheet and a secure cash flow.

Our methodology for securing debt financing includes the following components:

• Strategy
• We work closely with management to develop a financing strategy, evaluating all financing alternatives and determining the most appropriate financing sources for your situation.
• Documentation
• We develop high-quality professional business plans and additional collateral to facilitate the financing process.
• Outreach
• We develop lists of qualified lenders from our extensive network and proprietary informational databases, and initiate contact with lenders to negotiate, structure, and close the transaction.

Corporate Restructuring Services

CTPD Management Consultants provides strategic corporate restructuring for underperforming businesses, as well as emerging and middle market companies following a merger, acquisition, divestiture, or leveraged buy-out.
The impact of corporate restructuring is generally widely felt, touching shareholders, creditors, investors, employees, suppliers, customers and the community.

CTPD Management Consultants eases this impact by providing strategy consulting and a comprehensive restructuring plan. In addition, we help clients secure debt and equity financing, while reducing cost and reorganizing operations. We also place top level professionals in management positions to turnaround the company’s financial performance.

Our customized, strategic approach to restructuring limits financial losses and simultaneously reduces tensions between creditors and shareholders. By doing so, we seek to alleviate the temporary distressed situation and improve the company’s competitive position.
Our restructuring process includes the following components:

• Discovery
• Conduct interviews with management, investors, and creditors
• Perform extensive due diligence to ensure company liquidity during implementation of the restructuring
• Strategy
• Identify areas for potential cost reduction as well as revenue growth
• Develop a strategic and up-to-date business plan, including accurate five year working capital financial models
• Implementation
• Implement the strategic restructuring plan
• Recruit experienced senior executives for management positions
• Achieve total mediation with creditors and investors
• Secure additional debt and/or equity financing

Private Placement Memorandum Services

CTPD Management Consultants is an investment bank that specializes in working with privately-held emerging and middle market companies. Since 2003, we have assisted 500 privately-held businesses with their business planning and capital-raising efforts.

Why Choose CTPD Management Consultants to Develop Your PPM?

Proven Methodology: Our private placement memorandum development process ensures the quality and effectiveness of your PPM, presentation materials, and fundraising efforts:

• Interview Company management regarding the Company's vision, mission, capital structure (amount of money to be raised, valuation, share structure, etc.)
• Conduct strategic research related to the Company's target markets, customers, and competitors
• Draft offering memorandum
• Revise, copy-edit, package, and finalize document
• Develop PowerPoint and investor marketing materials (Executive Summary, email copy) to accompany PPM
• Facilitate regulatory filings

Investor Perspective: We are in ongoing dialogues with all channels of the finance community, including private equity, venture capital, public and corporate capital markets. We leverage this knowledge to develop private placement memorandum and presentation materials that maximize our clients’ valuations and accelerate the investor review process.

Cost Effective: When compared with law firm preparation, developing your private placement memorandum with CTPD Management Consultants provides significant time and cost savings.