The smarts of an investment bank, with the experience to make it relevant.
We are capital raising and structuring pioneers. We are operators turned advisors.
Our impact is not desktop theory. We have walked the road that our clients and their executive teams are on.
Play Video
Our Story
Boutique capital markets and advisory firms are a dime a dozen. They are one-dimensional, undifferentiated and lack real-world experience. Therein lies our difference.
The founding team has worked together in various roles for over 15 years. During that time we built a complementary set of experiences that we brought to bear in building business and operating therein as professionals.
Through necessity, and sheer determination, we pioneered many market-firsts raising money for our high-growth businesses that didn't always fit the mold of a traditional "asset-class".
Our need for self-reliance meant that we built all the traditional investment bank and corporate finance skills, but we had the real-life experience to contextualise those better than any advisor could.
We emerged as a unique team. Technically astute in a specialised area, but with the scars that can only be earned with experience.
Meet the Team
The whole is so much more than the sum of its parts
David Rajak
Executive Director
Nick Ward-Able
Executive Director
Paula Jakins
Transactor
Shannon Neill
General Counsel
Stephen Williamson
Executive Director
Grant Kurland
Non-Executive Director
Stuart Stone
Non-Executive Director
Our Offering
We capture the clients horizontal, not just a vertical at a point in time.
Early Stage
Relevance: Have built business from the ground up. short cut expensive learnings.
Value add: Access to a relevant backet of services not ordinarily available to a young business in isolation.
Specifics: Help the entrepreneurs manage the early-stage capital raise process and avoid unnecessary dilution.
- Equity capital raise
- Growth debt
- Capital markets readiness
- CFO, financial modelling, technical accounting expertise
Growing
Relevance: Experienced finance professionals.
Value add: Long-term balance sheet strategies. Profit optimisation.
Specifics: Balance sheet optimisation to maximise equity returns.
- Debt structuring to reduce costs, increase flexibility and broaden capital market presence
- Financial modelling and technical accounting expertise
- Balance sheet and entity structuring
- Tax optimisation
Distressed
Relevance: Have operated in complex markets dealing with existential risks regularly.
Value add: Problem solving mindset to generate creative solutions to solve operational and balance sheet problems
Credible counterparts to manage third party engagements.
Specifics:
- Covenant negotiations
- Refinance / debt restructure
- Work out / asset disposal
Optimise
Relevance: Demonstrable experience scaling profitable businesses in a competitive market.
Value add: Experienced in the trade-offs between growth, quality or earnings and shareholder management.
Specifics:
- Capital allocation optimisation (optimal debt:equity)
- Tax optimisation (addressing the past and optimising the future)t
- Long-term financial forecasting and planning
- Long-term capital markets strategy development.
Our Services
We offer debt and equity capital raising services, balance sheet and structuring, in-sourced, long-term services, and co-investing services.
Debt and Equity Capital Raising Services
- Primary and secondary equity raises
- Debt and equity capital structuring for the transaction
- Financial modelling
- Preparation of teasers, information memorandums and management presentations
- Bespoke investor distribution strategies
- End to end management of the investor engagement process including deal negotiations
- Due diligence management
- Valuation services
- Legal support through execution and documentation stage
Balance Sheet and Structuring
- Acquisition and restructuring transactions
- Covenant restructuring and renegotiations
- Debt restructuring
- Financial modelling
In-sourced services (long-term services)
- Debt capital markets function
- Financial modelling / planning and analysis
Co-invest / AUM
Invest if there is long-term value creation opportunity
Ⓒ 2024 Kendal Investment Partners (Pty) Ltd