Petersen Wong Capital - Investment Banking for Entrepreneurs

Petersen Wong Capital

Investment Banking for Entrepreneurs

Our focus is on packaging your story, marketing your potential and matching your strategy with optimal financial partners.

Exploring Opportunities

Each engagement is centered around our Targeted Search Services which are critical to getting the attention of appropriate financiers.  As these services are rendered on a “success-fee” basis, we are motivated to locate and bring you the best possible options for funding your growth strategy.  Our Targeted Search Services include:

  • Understanding Company strategy and reviewing financials
  • Organizing the Company transaction team
  • Preparing the Executive Summary and a Deal Overview
  • Organizing the Deal Book
  • Marketing the deal via email, telephone and face-to-face meetings
  • Assisting the Company with review of offers
  • Coordinating deal elements with Company advisors
  • Helping to coordinate the due diligence process
  • Facilitating the deal closing

For clients who need the extra help, we can provide additional Support Services to assist with the completion of the myriad tasks that must be accomplished in order to market and close a deal.  These services are rendered on a “time-and-materials” basis.  We can supply as much, or as little, additional help as needed.   We can even work with your current staff to manage the entire transaction process, from beginning to end, thereby minimizing the distractions and allowing you to continue focusing on the main thing; running your business.  Our Support Services include:

  • Arranging/coordinating formal valuation
  • Assisting in the completion/compilation of documents for the Deal Book
  • Preparing management for meetings with potential investors
  • Providing due diligence support as needed

The combination of our Targeted Search Services and our a la carte Support Services affords you complete transactional support aimed at maximizing the presentation and exposure of your strategy to optimal financial partners.