All Stern Venture engagements start with an initial 20-minute consultation focused on you and your strategic goals. A typical capital raising or M&A cycle takes 6 to 9 months.
Consultation
& Engagement
Define your strategic objective
Determine your capital needs
Execute engagement agreement
Pre-Deal
Preparation
Conduct advisor due diligence
Develop and present strategic plan
Meet with stakeholders
Perform valuation analysis
Deal Packaging
Confidential Information Memorandums (CIM)
Complete Business Plan
Targeted Teasers & Pitches
Organize financial statements
Set up supporting documents
Deal Placement
& Distribution
Identify 150+ investment partners
Focus on qualified investors
Execute NDA’s
Deal tracking and weekly updates
Identify and pitch to select investors
Private Road Show
Negotiation
& Due Diligence
Secure letter of intent
Evaluate term sheets
Conduct investor due diligence
Control and monitor digital data
Foster “competitive tension” among bidders
Closing Documents
& Transaction
Select Leading Investor
Finalize Definitive Agreement
Obtain final approvals
Coordinate legal advising
Close transaction
Distribute funds
