Archive for January 9, 2012
CFO Summit XXIV
Jan 9th
Optimizing the Capital Raising Transaction Process
   | David Pritchard and Jonathan Cunningham of Aequitas Advisors LLC, a solution provider at the marcus evans CFO Summit XXIV Spring 2012, on achieving the best possible outcome when raising capital in the financial markets.  Interview with: David Pritchard and Jonathan Cunningham, Principals/Co-Founders, Aequitas Advisors LLC |
FOR IMMEDIATE RELEASE
Companies can access a variety of capital raising alternatives today, but with many complex instruments available in the market, Chief Financial Officers (CFOs) may not be realizing optimal financing outcomes for their companies, according to David Pritchard and Jonathan Cunningham, Principals at Aequitas Advisors LLC.
From a capital markets advisory services firm attending the upcoming marcus evans CFO Summit XXIV Spring 2012 in Hollywood, Florida, May 17-19, Pritchard and Cunningham share their insights and expertise on capital raising.
Why do CFOs need help evaluating capital raising alternatives?
David Pritchard: CFOs are typically highly competent, understand the needs and cyclicality of their business and have a fairly clear idea of available financing alternatives. However, many instruments utilized in the capital markets today are fully understood only by people working with them on a regular basis.
CFOs do not necessarily understand or appreciate all of the intricacies and mechanics of these structures and how the investor community views them (both those who might purchase the securities and those analyzing them on a company’s balance sheet).
It is critical CFOs consider how the costs and provisions of these structures will affect the company over the long haul, not simply be received by the market.
Why is it in a company’s best interest to manage their investment banks when issuing securities?
David Pritchard: In representing both their corporate clients as sellers and buy-side clients as purchasers in securities offerings, the role of investment banks is inherently conflicted. Additionally, while they view such events as revenue opportunities, moving on to the next client after a deal is closed, issuers have to live with all of its terms, conditions and covenants as long as the securities remain outstanding. It is, therefore, incumbent upon management to optimize the outcome of this process.   Â
Given the economic situation today, is it a better or worse time to raise capital or go into risky ventures?
Jonathan Cunningham: As a number of CFOs have told us, they are in the business of taking risks as far as their business objectives go. In these economic times, there are great macro risks, but these represent opportunities as well. Companies can hoard cash and ignore such opportunities, or take a proactive approach and pursue avenues of growth.
The benefit of doing so now is that assets are available at compelling valuations and the financing environment remains active. They can raise capital at attractive rates, so it is a compelling time to grow, acquire other companies or refinance balance sheets.
Contact: Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com
About the CFO Summit XXIV Spring 2012
This unique forum will take place at The Westin Diplomat Resort & Spa, Hollywood, Florida, May 17-19, 2012. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit includes presentations on improving profit margins, the evolving role of the CFO, risk management and strategically accessing capital in a turbulent market.
For more information please send an email to info@marcusevanscy.com or visit the event website
marcus evans group – finance/insurance sector portal
The Finance Network – marcus evans Summits group delivers peer-to-peer information on strategic matters, professional trends and breakthrough innovations.
       
      
      
       
Please note that the Summit is a closed business event and the number of participants strictly limited.
About Aequitas Advisors LLC
Aequitas Advisors provides unconflicted consulting/advisory services to clients undertaking capital raising, exchange or restructuring initiatives. We partner with management to analyze financing alternatives, competitively position deal managers and oversee transaction structure, strategy and execution. Aequitas’ principals have extensive institutional sales and capital markets experience and recognize the need for companies to retain such capabilities when approaching the financial markets.
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings. For more information, please visit www.marcusevans.com
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