Your trusted advisor in helping you realise your growth ambitions
Yefira offers a multi-pronged service offering, working hand-in-hand with you to maximize your business both organically, and inorganically, be it creating a growth strategy, raising capital to capture growth or to effect a trade sale in order to scale to the next level.
3Arrows strategic advisory
An all-round organic growth service offering to maximize your business organically, be it creating a growth strategy locally and internationally to effecting cultural change within the organization.
M&A advisory services
Financial Modelling & Scenario Analysis
Cash Flow Analysis & Financial Modelling
Deal Structuring
Scenario Analysis
Trade sales & strategic acquisitions
We connect our clients with the best possible fit, potential growth partners and work together with you to develop a growth plan based on your aspirations, structure to execute overall picture.
Post merger integration and future planning
We work together with you post-merger to maximise the value from both human and financial issues, navigating the common issues that arise as well as those specific to the circumstances
We define
By defining success holistically and not just on dollar value.
We connect
By connecting you with both obvious and left-field partners that share your vision and passion and who can propel your organic or inorganic objectives.
We maximise
By structuring the transaction to work synergistically with your growth plans as well as advising on the right cultural and capability alignments.
We are with you
We partner you throughout the entire journey from infancy to the beach and beyond.
Pre-Transaction Priming
It is important to prepare oneself for a sale or investment process in order to prime interest in the market, identify and solve potential deal-breaking issues and to prepare the necessary documents to go to market. Services we provide for this segment include:
Pre-Transaction Commercial Due Diligence
Priming conversations with likely investors
Deal Strategy Development
Preparation of Outreach Decks & Other Documents
Investor Curation & Outreach
Yefira adopts a targeted approach to curate suitable investors and buyers for outreach. We also adopt the same approach for the creation of go-to-market documents which are tailor made to highlight the relevant strengths of the transaction to each buyer/investor:
Defining the Investment Universe
Investor Outreach Strategy
Preparation of Teaser & Information Memorandum (IM)
Financial Modelling & Scenario Analysis
We provide multi-scenario financial analysis and modelling to help you visualise and maximise your financial goals for the transaction(s):
Multi Model Financial Modelling
Earnout
DCF
LBO/MBOs
Hybrids
Go/No Go Scenarios
Post-Deal Integration
Every deal has its own set of unique challenges. We are here to guide you through them and negotiate the best possible solution in the most efficient manner. Services we provide for this segment include:
Offer Negotiation
Process Management
Problem Solving for Deal Issues
Problem Solving, Negotiation, Process Management
A successful close to a deal is just the beginning. Yefira acts as a partner to ensure smooth post-deal integration in order to maximise synergies and your returns. Services we provide for this segment include:
Post-Deal Diplomacy
Post-Deal Succession Issues
Synergy Maximisation Analysis
Growth capital raising advisory
Wide range of investors Services provided for capital raising advisory You see opportunities for expansion, be it a long-term plan to acquire assets to scale the business, or a tactical plan to seize the short-term spikes in your industry.
Yefira acts to source and structure the not only the most price-optimized capital for you to do so, but also the right kind in terms of chemistry/vision fit with across a wide range of investors.
We have wide and deep sector expertise across hard and soft asset classes in the middle-market with a sector expertise in technology, marketing and renewables energy deals up to USD 300mm
Wide range of investors
Corporates
Funds
Banks
Family Offices
Services provided for capital raising advisory
Pre-Transaction Priming
Pre-transaction commercial due diligence
Priming conversations with likely investors
Deal strategy development
Preparation of outreach decks & other documents
Investor Curation & Outreach
Defining the Investment Universe
Investor Outreach Strategy
Preparation of Teaser & Information
Memorandum (IM)
Conducting Chemistry Sessions
Financial Modelling & Scenario Analysis
Cash Flow Analysis & Financial Modelling
Deal Structuring
Scenario Analysis
Problem Solving, Negotiation, Process Management
Offer Negotiation
Process Management
Problem Solving for Deal Issues
Post-Deal Integration
Post-Deal Diplomacy
Post-Deal Succession Issues
Event of Default/ Restructuring