The Problem:

As a successful investment banker, you get more deals referred to you than you can reasonably process.  You sense that some transactions have high potential, but are just so rich in adverse anomalies that you pass on them… but deep down inside, you suspect some deals might be diamonds in disguise, or could be reworked into something marketable with nuanced adjustments in management, core strategy or technology.  In other instances, you have a great issuing Company, but they are too preoccupied with day-to-day operations to get their Business Plan drafted to your standards.  Your own deal flow is too heavy for you to roll up your sleeves, and you recognize that security attorneys often lack the business skills to optimize the business aspects of potential gems.

In other instances, you know you have a sterling Company, and you want to maximize the potential valuation on the marketplace to enhance your own reputation and to increase the probability of success.  But where can you turn for help?

The Solution:

VALMAX's roots grew from the fertile soil of investment banking, and we offered our services because of a void that we ourselves experiences in the marketplace of advisors.  We understand your need to control and tailor deals.  We also understand your frustration with the (necessary) structural conflict between investment bankers (who want a marketing document) and security attorneys that (correctly) want full risk disclosure.  VALMAX can work with your client to clear up time-consuming anomalies that impede the transaction.  We can then document and position the Company for the financial markets, and provide security attorneys with a compelling strategic analysis.  Our work also allows us to collect relevant due-diligence documentation that we can pass on to you to short-circuit your evaluation process. 

The end result is a quicker and higher-quality transaction.  By working with the Company to increase the deal’s valuation, you will have more options to place the securities and can do so on better terms to your Client.  With your reputation enhanced, a higher quality deal flow may follow.  By offloading critical work to VALMAX, you can also get more deals done per year.

Finally, from time to time you come across deals that you do not take on as clients.  By referring these to VALMAX, we are happy to share forward fees and/or cross-refer clients to you that better fit your profile… a win-win scenario for all.