Private
Placements

Work with our attorney and team of finance professionals to prepare your next private placement. Experience working with startups to Fortune 500.

Seasoned Consulting Professionals

Valued Clients – Expert Team – Global Solutions
Deal Structuring Advisory

Deal structuring advisory from valuation to modeling and terms.

Private Placement Preparation

Private placements for Reg D, Reg A+, and Reg S filings.

Investor Portal
Software

Private online dealroom and investor onboarding via our sister company.

What Our Clients Say

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"Working with Pro Business Plans was a pleasure, they played a critical role in creating a plan to finance our acquisitions."

- Jeffrey Horton , Pipeline Technologies
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"Pro Business Plans coordinated with our publisher to create an excellent plan for my book launch, Don't Dis My Abilities"

- Adrian Peterson , Chicago Bears
person

"Pro Business Plans walked us through each aspect of the private placement and deal structure to ensure our protection."

- Aaloka Mital , Hibob

Case Studies

5,000 + Clients   60 + Industries   30 + Countries
restaurant

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$5,000,000

Industry:

Restaurant

A chain of fast food restaurants in the Mid-Atlantic region wanted to issue convertible notes to finance the franchising of their business model. Pro Business Plans prepared an investor kit and financial model for the franchise.

led lighting

Company Name:

Undisclosed

Type:

Series B

Amount Raised:

$200,000,000

Industry:

Manufacturing

An established LED lighting manufacturer with a unique IP relating to the sustainable energy market was seeking to raise $200 M from investors. Pro Business Plans prepared a professional plan, pitch deck, and private placement for the Reg D offering.

cara

Company Name:

CARA

Type:

Bank Loan

Amount Raised:

$6,000,000

Industry:

Transportation

A US food manufacturer sought $6,000,000 to finance its expansion into the Middle-East. The company hired Pro Business Plans to prepare the investment offering and provide transaction advisory.

aut energy solution

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$5,000,000

Industry:

Software

An artificial intelligence FinTech spin-off from an existing business was seeking a Series-A Funding to fund commercialization and scaling in the market. Pro Business Plans prepared a professional placement and valuation model.

great seal of the state of florida

Company Name:

Florida

Type:

Bank Loan

Amount Raised:

$68,000,000

Industry:

Government

Pro Business Plans worked with a commercial real estate company and bank to determine the feasibility and prepare a private placement for a family entertainment center based in Florida. The $68 million investment offered a debt/equity hybrid.

pla energy solution

Company Name:

Plastic

Type:

VC/PE

Amount Raised:

$60,000,000

Industry:

Business

A Pennsylvania based biomass factory was seeking assistance for its existing investor offering to finance economic improvements. Pro Business Plans reviewed the company’s plan to provide revisions and market research, along with transaction advisory.

Insights


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November 22, 2017
Confidentiality Is the Cornerstone of a Deal

Confidentiality is the cornerstone of managing a successful M&A process. The investment banker’s primary goal is to organize a competitive process that allows the client to maintain negotiating leverage...

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June 14, 2016
Six Things Your Investors are Thinking About You

When it comes investors, it is likely that they are interested in many aspects of your company and will ask several questions related to it. However, the questions that they ask do not always reflect...

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January 03, 2019
Differences in SEC Exemptions for Securities

Before hiring a private placement memorandum professional, your company should have a solid understanding of the type of securities offing SEC exemption it intends to exercise, which will uniquely...

Speak With An Expert adviser about your plan at (877) 350 - 0886