Advising on Capital Raising
CDI Global advises companies and shareholders seeking capital to support business expansion or acquisitions. Engagements include raising growth capital from financial investors and securing investment from strategic partners who can support the next stage of development. Raising capital requires careful preparation so that potential investors can understand the business and assess the opportunity. Companies seeking investment must present clear financial information and demonstrate how the capital will support the business's future development. CDI Global works with management teams to prepare financial information and explain the investment case to prospective investors. We then coordinate discussions with interested investors and support negotiations so the investment process can move forward toward completion.
Corporate Finance Advisory
Companies often require independent financial advice when considering changes to their capital structure or evaluating funding options for the business. These situations may arise when management is preparing for an investment or planning how to fund future expansion.
CDI Global advises shareholders and management by reviewing financial performance and evaluating the business's financial position. This work helps clarify the implications of different financing structures and provides a basis for informed decisions before capital is raised or other transactions are pursued. Corporate finance advisory may also involve evaluating how ownership and debt levels could affect the company over time. CDI Global supports management in these discussions by helping them understand the practical consequences of different financing choices before entering negotiations with investors or lenders.
Growth Capital
Growth capital provides investment for companies seeking to expand their operations or accelerate the development of their business. These investments are typically made by private equity investors or other financial partners who provide funding while existing shareholders remain involved in the company.
Companies often raise growth capital to support expansion into new markets or increase operational capacity. Investors expect a clear understanding of how the capital will be used and how the business plans to generate future returns. CDI Global advises companies during the growth capital process by preparing financial information and presenting the business to potential investors. We coordinate discussions with interested investors and assist management in negotiations to ensure the investment structure supports the company's long-term development.
Recapitalizations
Recapitalisations involve a change to a company’s capital structure that allows shareholders to release part of the value of their business while continuing to hold an ownership stake. These transactions often introduce a new investor or lender into the business, while existing shareholders retain control or remain involved in the company’s future development.
In many cases, recapitalisations are used when owners want to realise liquidity without pursuing a full sale of the company. The transaction may involve new equity investment or the introduction of debt financing supported by the company’s cash flow. CDI Global advises shareholders throughout this process by assessing the financing structure and coordinating discussions with investors and lenders to ensure the revised capital structure supports both the company’s operations and the interests of existing owners.
ESOP Financing
Employee Stock Ownership Plans allow companies to transfer ownership to employees through a trust that holds shares on their behalf. These structures are often used by privately owned businesses where shareholders wish to realise liquidity while allowing employees to participate in the company's long-term ownership.
An ESOP transaction typically involves the creation of an employee trust that acquires shares in the business using financing arranged for the transaction. CDI Global advises shareholders and management on the structure of these transactions, helping evaluate financing options and coordinate discussions with lenders and advisers so that the ownership transition can be completed in an orderly manner.
ESOP structures are frequently considered as part of succession planning where owners wish to step back from the business while maintaining continuity for employees and management. CDI Global supports clients during this process by helping design a structure that aligns shareholders' objectives with the company's future stability.
Management Buyout
A management buyout occurs when the existing management team acquires ownership of the company from its current shareholders. These transactions require financing from investors or lenders and depend on the management team presenting a credible plan for the business's future development.
CDI Global advises management teams and shareholders during management buyout transactions by assessing the feasibility of the proposed structure and coordinating discussions with potential funding partners. We also support negotiations with the selling shareholders to align the interests of the management team, investors, and existing owners before completion. Management buyouts are often considered when owners wish to exit the business while maintaining continuity in leadership and operations. CDI Global works with management teams throughout the process to ensure financing arrangements and ownership changes are implemented in an orderly manner.
Leveraged Buyout
A leveraged buyout involves acquiring a company using financing in which a large part of the purchase price is funded through debt. The borrowing is typically supported by the company’s assets and cash flow, while investors contribute a smaller equity investment alongside the financing.
These transactions are often used when investors or management teams seek to acquire a business while limiting the amount of equity required. The financing structure must be designed so the company can service its debt while continuing normal operations. CDI Global advises investors and management teams during leveraged buyout transactions by assessing financing structures and coordinating discussions with lenders. We support negotiations throughout the process to ensure the acquisition structure is consistent with the company’s financial capacity and the objectives of the acquiring investors.
