corporate finance services presentation
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Corporate Finance Services Presentation. Omega Corporate Finance Excel Centre, 18104-102 Avenue Edmonton, Alberta Canada T5S 1S7 Phone: 866-240-4808 Fax: 866-267-7413 E-mail: [email protected] www.corporate-finance.ca. Corporate Finance Services. The Need - PowerPoint PPT PresentationTRANSCRIPT
The Need
With more choices than ever before—and often with a lack of in-house expertise—most
small and mid-sized businesses (“SMB’s”) don’t know who to turn to when
they require capital or financial advice.
Although most SMB’s first turn to their current banker when
they need capital, most bankers do not possess
sufficient industry knowledge to provide alternative financing
solutions to their customers’ non-traditional/non-conforming
financial needs.
This shortfall of capital and knowledge can cause
companies to make unsound strategic decisions, miss
opportunities, strain working capital, over-restrict growth,
and in some cases even experience financial crisis.
CORPORATE FINANCE SERVICES
The Solution – Omega’s Advisory Services
Omega has invested extensive resources into:●developing relationships with virtually every secondary-market financing source in Canada and the U.S. ●developing leading-edge financial technology for CFO’s that incorporates:
○ a funder matching engine built on the metrics actually relied upon to qualify applicants
○ an engagement management system to facilitate fast transaction closings in a secure cloud environment
Omega’s advisory team consists of world class finance executives who specialize in expanding the functional capabilities of our SMB clients’ finance teams (e.g. coordinating transaction closings, assisting with forecasting, CFO modelling tools and insights)
Depending upon a number of factors, Omega can either:•Match up a client directly with an appropriate financing source/service provider•Provide a specialized financial advisor that can help the client with its unique challenges or opportunities
CORPORATE FINANCE SERVICES
Secondary-Market Instruments
Senior DebtAsset-based, rather than balance sheet ratio
driven, senior term and operating debt secured by fixed and/or current assets
Off-Balance Sheet FinancingIncludes leasing, sale-leasebacks, purchase
order financing, factoring, and invoice & inventory discounting.
Subordinated Debt and EquityIncludes all forms of junior and unsecured financing, including later-stage venture
capital, mezzanine and participating debt, and other private placement solutions.
Mortgage FinancingIncludes high-ratio and participating first & second mortgages for most
types of owner-occupied commercial/industrial real estate.
CORPORATE FINANCE SERVICES
The Benefits
The Benefits
ObjectivityAs Omega is an independent firm, we will only introduce capital solutions that are in your best interest.
ExpertiseAs Omega accesses the expertise of the entire financial industry, you will only be introduced to capital providers experienced with your industry and specific needs.
Reduced RiskOur advisors have usually
dealt with your situation many times and can help you avoid the unsound, costly decisions
that often result from inexperience.
ResultsOur underwriting team are
completely results oriented and stake their compensation
on their ability to achieve results.
CORPORATE FINANCE SERVICES
Our Process
CORPORATE FINANCE SERVICES
Capital Structure & Financial System
AnalysisAdvisory
EngagementGo-To-Market
Assess Response
Close Financing
Quantitative analysis of historical
performance and SWOT analysis of financial systems
and capital structure
Build financial models, develop market strategy,
underwrite financing
applications, and/or provide CFO services
Qualify target funders and
submit financing applications to
all qualified funding sources
Conduct comparative analysis of
multiple offers and provide
market insight
Mediate negotiations and coordinate due
diligence & closing documentation
between all parties
CORPORATE FINANCE SERVICES
PRESENTATION
Please contact our sales department to learn more or arrange a needs assessment meeting where we can develop a corporate finance program tailored to your organization’s unique needs.
Phone: 866-240-4808
E-mail: [email protected]
www.omegacorporatefinance.com