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PRIVATE EQUITY
Private Equity and Investment Fund Advisory
Private equity advisory helps companies prepare for growth capital, shareholder transactions and discussions with investment funds. NMS Consulting evaluates investor suitability, sustainable earnings, valuation, ownership structures, fund mandates, due diligence readiness and post-investment value creation.
WHEN TO CONSIDER
When Should Your Company Consider This Service?
An external advisory mandate can help management resolve complex decisions, improve preparedness and create an accountable work programme.
ADVISORY FOCUS
Key Advisory Priorities
Assess financial quality, management reporting, governance, competitive positioning and the investment story against typical fund diligence expectations.
Fund investment readiness
Evaluate minority or majority investment options, primary versus secondary proceeds, control preferences and potential dilution.
Investment and ownership structure
Consider revenue expansion, cash flow, operating improvements, performance indicators and eventual exit scenarios.
Portfolio value creation
Assess financial and operational implications against agreed objectives.
SCOPE OF SERVICES
Scope of Private Equity and Capital Funds Advisory
The scope and depth of review are agreed in advance based on information availability, the company's sector and its strategic priorities.
Fund investment criteria
Define investment size, industry focus, geography, ownership preferences and return expectations.
Valuation and financial structure
Analyse EBITDA, DCF, comparable multiples, financing and shareholder outcomes.
Investor presentation materials
Prepare the growth narrative, projections, presentation and initial data-room information.
Fund identification and introductions
Research relevant private equity, venture capital and family office profiles under the agreed mandate.
Diligence and term preparation
Identify management presentation, data and commercial term-sheet requirements.
Value creation and exit planning
Outline financial and operational objectives after capital deployment.
KEY DELIVERABLES
Deliverables and Management Outputs
A project typically results in documented management information and an action plan, tailored to the engagement.
HOW WE WORK
Our Four-Step Working Approach
01
Define the mandate
Agree objectives, decision criteria, responsibilities, confidentiality and project constraints.
02
Evaluate information
Review the financial, commercial and operating evidence and identify material gaps.
03
Develop the framework
Prepare relevant models, strategic options, policies or transaction materials.
04
Support next steps
Discuss findings, responsibilities, implementation timing and agreed follow-up.
KEY CONCEPT
Private equity versus venture capital
Both can provide equity capital, but private equity strategies often involve established businesses, buyouts or performance improvement, while venture capital frequently targets earlier-stage, higher-growth businesses. Individual fund mandates vary significantly. Fit is evaluated by strategy, investment amount, sector and ownership preferences rather than labels alone.
Strategic Perspective
Financial and Governance Perspective
Understanding Fund Mandates and Negotiation Priorities
Potential fund investors often differ in their preferred investment stage, ticket size, geography, industry and degree of ownership control. A broad list of funds is therefore less useful than a focused assessment of which investment theses match the company. Preparing the management team for questions about margins, customer dependence, cash flows and competitive position can reduce preventable delays.
Commercial discussions should separate headline valuation from the details that affect control and economics. These may include the size of a primary capital increase, secondary share transfers, reserved matters, funding commitments, liquidation preferences where relevant and eventual exit arrangements. Each proposition needs to be assessed in the context of the investor's mandate and the shareholders' objectives.
EXPLORE TOGETHER
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RELATED INSIGHTS
Explore Further Reading
GUIDE
Private Equity vs Venture Capital: A Company Guide
Private equity and venture capital are both forms of private investment, but they often differ in company maturity, risk profile, investment size, control pref
Read Guide →
FREQUENTLY ASKED QUESTIONS
Questions About Private Equity and Capital Funds
What are private equity funds?
Private equity funds may invest in privately owned companies and seek to build value over a defined investment horizon before an eventual exit.
How do I approach private equity investors?
Prepare financial information, valuation, investment thesis and a clear use of proceeds, then identify funds with matching mandates.
How do funds value a company?
Relevant factors include sustainable EBITDA, free cash flow, growth potential, risk, leverage and comparable transactions.
What is the difference between primary and secondary capital?
Primary capital is invested into the company, often through new shares. Secondary proceeds are paid to existing shareholders for their shares.
Is a fund investment guaranteed?
No. Investment decisions depend on investor interest, commercial terms, diligence and approvals. Advisory cannot guarantee funding.
How does the advisory engagement begin?
An initial discussion identifies business objectives, information needs, intended decisions and the proposed scope of work.
Speak to Our Advisory Team
Describe your current decision, objectives and timeframe. NMS Consulting can help evaluate an appropriate advisory scope.
Independent reference: CFA Institute research and financial analysis resources — Visit official source ↗