Access to well-priced capital sources is the lifeblood of any business that intends to thrive and continue to grow.

 

The Team at CEO Strategic will help you strategically structure your company’s tax and financial affairs to ensure you aren’t paying more than you need for business funds and working capital.

Whether you are a private or public company, we can provide you with a wealth of experience in identifying potential capital sources or refinance options, act as a powerful 3rd party advocate when negotiating with bankers, support your application with a comprehensive set of reports, or assist you in meeting any compliance issues when working with bank covenants.

We have advised on a number of successful Rights Issues and Private Placements, as well as Public Listings, and have an excellent track-record when it comes to negotiating a finance deal that best suits your circumstances.

We also highly recommend our MagnaFi proprietary reporting system which can be used to great effect when it comes to ensuring your Bankers that there no grounds for a breach of any bank covenants.

We recently initiated a strategic capital raise and alliance with two of the largest global beverage leaders. During the process both parties praised our financials and forecast modelling and stated how easy it was to understand the performance of the business, giving us greater creditability over our financials.
— Anthony Tuong, Founder and CEO, Inside Out
With the services and expertise of CEO Strategic I have managed to close out numerous transactions and in particular two large corporate transactions over $20m +. In which both of these were expedited and went seamlessly through the Credit Process based on the presentation, accuracy of the financial information provided by CEO Strategic. In particular one transaction over $20m + was approved in principal within five working days based on the information provided by Daniel which covered off the key ratios and also was advised by the Head of Credit that it matched exactly to the funders own due dilllegence and analysis
— Grant Culshaw, Commercial Manager at NCF Finance

What makes CEO Strategic different?

Hands-on experience. It’s a term we often hear thrown around, yet few corporate advisory firms are able to match the level of hands-on experience the CEO Strategic’s senior team bring to the table.

 

Strategic Benefits

  • Identify Potential Capital Sources

  • Strategically Structure Tax and Financial Affairs

  • Private or Public Company

  • Experienced Negotiation Team

  • Work Through Compliance Issues

  • Manage Bank Governance Requirements

  • Up-to-date Reporting

See our range of services →

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