Investment Advisory Services
Integrated Equity can provide investment advisory input at every level of the investment process: documentation of the Investment Policy Statement, asset allocation, investment portfolio structure, external investment manager selection, direct investments, investment performance monitoring, and portfolio rebalancing.
Our preferred role is long-term, and over-arching. We become the trusted advisor, providing independent input over all aspects of our clients’ investment portfolios.
Because of the focused and personalised nature of our investment advisory services we restrict this service to a small number of clients.
Corporate Value Enhancement
Corporate Value Enhancement is focussed on business restructure and value optimisation.
The Corporate Value Enhancement process covers: strategy reviews, board effectiveness, operational planning and budgets, financial modelling and forecasting, material contracts, performance culture, and key staff incentivisation.
This service begins with a thorough analysis of the company and the creation of a plan to optimise corporate value for shareholders.
Next, measures of success and an implementation strategy and timeframe are agreed.
We can create and drive the sort of performance culture and sense of urgency normally only required by private equity managers.
Corporate Value Enhancement can be applied to achieve longer-term growth and profitability objectives, or as part of a corporate re-structure or turnaround program. It may also be applied to achieve short-term objectives, such as preparation for a sale, or IPO.
Mergers & Acquisitions
In M&A transactions we can act either on the sell-side or the buy-side.
We can operate as the lead, or joint manager on a transaction.
We can also act as a specialist independent M&A advisor, representing our client’s interests with all other investment banks and professional service providers, across all aspects of the transaction.
Our capital raising capabilities include managing private placements of: listed equity, private equity and hybrid securities. We are experienced in preparing companies for IPO, and managing the overall public listing process.
We can operate as the lead or joint manager on a transaction.
We can also act as a specialist independent ECM advisor representing our client’s interests with all other investment banks and professional service providers, across all aspects of the capital raising or IPO.