Equity & Debt Capital Markets

Equity Capital Markets

Raising capital through equity markets offers many advantages for companies. The greater flexibility and variety of financing options for growth are attractive to private companies looking to raise capital. Pinnacle Global helps our clients meet their financial goals by providing comprehensive assistance during the transaction and beyond.

We offer a full range of financial market services and our team of professionals are committed to assisting and facilitating the entire process with our clients.

1.Initial Public Offerings (IPO)

Our capital markets consultants advise and work with issuers, underwriters, placement agents and initial purchasers in the public and private offerings of securities. Pinnacle Global will plan and manage every step required to complete the Initial Public Offering by providing our clients with the necessary advice and support through strategic planning.

2.Secondary offering

Raising capital to finance debt or making growth acquisitions are some of the reasons that companies undertake secondary offerings. Regardless of it being a dilutive or non-dilutive offering, our team of professionals will similarly plan and manage with our client every step required for the secondary offering.

3.Convertible bond

Convertible bonds are a flexible and attractive financing option for companies. A convertible bond offers investors a form of hybrid security, which has features of a bond such as interest payments while also providing the opportunity of owning the stock. Issuing convertible bonds may also help companies minimize negative investor sentiment that may surround equity issuance.

Debt Capital Markets

Debt is often used when a company is seeking funding solutions and to increase capital.

Pinnacle Global’s team of consultants act as an interface between our clients and the capital markets. We work closely with our clients to develop and implement innovative tailored debt solutions for fund raising in various situations and provide access to a global pool of investors whom are looking for opportunities.

Our thorough and robust 3 step process is a customised approach in providing a financing solution amidst the ever-changing global market. Our team of experts first analyses the financial framework of the company, its current and future capital financing needs, and provide a preliminary exploration and analysis of various financing alternatives to ensure that the company fulfills its future objectives.

3 Step Process

1.Evaluate financing options

Company analysis Prepare capital plan, cash flow schedules and identify short and long-term financing needs

Market research Define potential and benchmark

2.Structure the Bond

Ratings Prepare rating agency presentations and engage a ratings agency.

Set Milestones Prepare the structure, timing, organisation and terms of issuance including assisting lawyers with the development and review of documents and recommending an appropriate time to enter the market based on interest rate movement, economic trends and volume of new issues coming to market.

Presentation Compiling all relevant information for investors.

Market survey Obtain feedback from selected investors on investment story.

Issuance volume Recommend volume by reviewing and recommending marketing and sales strategy.

Term Determine maturity date of bond.

Coupon rate Evaluate the appropriateness of coupon rate proposed in the current market.

Due Diligence Evaluate and recommend credit enhancement options, including assistance with proposals for liquidity providers.