Investment Banking and Capital Raising

Westwood Advisors LLP’s Fund Raising Team’s expertise is in quickly finding appropriate growth capital financing solutions to suit each client’s specific needs.  We use a proven methodology and process to raise capital and negotiate financing terms that satisfy both our clients and Financial Institutions.  We have established a strong track record at raising capital for our growing clients.  Westwood Advisors LLP’s Capital raising engagements mainly involve financing amounts ranging between US$0.5 Million to about US$15 Million (ranging from about Rs.3 Crore to about Rs.100 Crore).  Our fund-raising services include capital raising of equity, debt and structured capital, domestic and cross-border financing, and debt restructuring.

We work closely with our Clients to raise the appropriate amount and the type of capital to fund their growth strategies.  We capitalize on our network of relationships to reach out and identify the most appropriate capital raising alternative for our clients and entirely manage the capital raising process.  Our domain expertise across key sectors helps position clients effectively during capital raising engagements.

Westwood Advisors LLP raises Debt, Equity, and structured capital on behalf of our clients.  Our ultimate objective is to ensure that our clients do not give up control of their business to outside Investors in order to support growth.  We help our clients transform their business to high growth enterprises with attractive valuations.  We are repeatedly selected by our clients to work for them again, because they trust that our insight and value for raising capital and understand that our corporate financial consulting differentiates us from competition.

The Capital alternatives we have sourced for our clients include Equity, Convertible Preference Capital, Convertible Debt, Short- and Long-Term Loans, Working Capital Loans, and unsecured debt.   The Funding sources we have accessed for our clients include High Net worth Individuals, Angel networks, Venture Capital, private Equity, Non-Banking Finance Company and Commercial Banks.

Our Capital Raises typically cover the following services :

  • Assessing a Company’s optimal capitalization and best sources of incremental capital
  • Generating a valuation analysis
  • Developing a target Investor Group and effectively positioning the Company’s story to the Investor community
  • Preparing Investor materials and managing communication with potential investors
  • Negotiating with potential Investors
  • Managing the Due Diligence process
  • Assisting with documentation to expeditiously execute a successful capital raise.

The Three Phases of Raising Capital for Our Clients

Believing there is a better way and to remain independent, Westwood Advisors raises capital using our own capital raising process that differs significantly from other investment bankers and capital brokers in keyways.  

To achieve consistent results, we work in 3 phases to raise capital for our clients. 

1.Develop Financial Strategy and Business Plan

We start each engagement by meeting with the client and understanding their business and strategy and funding requirements.  Once we have done that, we help them create a financial and business plan that is an optimal fit.  Once we have helped create the Financial and Business plan, and it is approved by the client, we share the plan informally with Institutions we believe will likely want to fund our client’s business.  Our goal is to identify interested institutions early in the process. We have been able to quickly and cost effectively demonstrate to our client that we can deliver them interested funding sources.    

2.Assess Institutional Capital to Raise Capital

Once we have successfully completed the financial strategy and planning phase, we then access Institutional Capital in a systematic and effective way. To do that, we finalize the Company’s Business plan, then share that business plan with Institutions that would have an interest in the Company.

This approach of Westwood Advisors has worked consistently well. Since commencing our fundraising business a few years ago, we have delivered optimal financing offers for our many clients. 

3.Corporate Financial Planning & Analysis: Analyse, Adjust, Achieve

After funding is complete, we also look to help our clients achieve their ultimate goals.   With their permission, we help them further use ‘finance’ not only to fund their initiatives but to also make better decisions and adjust their plans as their business and markets change.

By combining a simple, success fee approach to raise capital with our proven consulting process, we can consistently help clients raise capital with a level of quality and cost that is unmatched by other advisors.