Deal Structuring

Get Help Structuring Your Private Placement

Structuring Win-Win Deals

From determining a suitable valuation to negotiating deal terms, transaction structuring is a complex process that can shape the long-term success of your business.

The expert team at Pro Business Plans has structured hundreds of deals from single financing rounds to management funds and deals with complex financing structures.

USCIS Logo

Advisory Solutions

Financing Structure

Determine the optimal financing structure to balance risk and equity retention.


Structuring of debt, convertible notes, equity, and revenue share agreements - including hybrid structures and tranches.

Ownership Rights & Reporting

Negotiation of ownership, control, and investor reporting to reduce counterparty risk.


Protect your ownership and rights as a principal or founder and avoid misleading clauses.

Options & RSUs

Issuance and control for options pools and restricted stock units for employees and advisors.


Define your company options policy for your team with vesting rights and liquidity rules.

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.

frugo

Company Name:

Frugo

Type:

Series A

Amount Raised:

$3,000,000

Industry:

Business

A Polish beverage manufacturer was seeking to enter the MENA region and needed a business plan with marketing strategy to raise money with a private placement and implement via a distributor. Pro Business Plans coordinated with its UAE office to structure the transaction.

Insights


girl
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...

girl
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...

girl
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 transaction at (877) 350 - 0886