Burgeon Wealth Advisors.Com

Investment Banking / Private Equity :

We can assist you through our partners in the following areas :

Burgeon facilitates the following in Private Equity space :


1.		Investing in the PE funds – becoming limited partners (LP) in the PE funds

2.		PE funding for business expansion etc.

3.		To co-invest along with PE funds in deals brought to them outside of ASK

Burgeon’s value add during the investment process :

Collateral Preparation – We collect all the necessary information from the client and prepare teasers / documents to present to

our PE partners

Short listing Investors – We identify and shortlist potential investors (PE partners) based on a fit between the client’s business

and PE partner’s preferences

Coordinating the meetings and helping the clients negotiate with PE partner

Execution of the transaction and managing expectations of client and PE partner

Continuous liaison with the clients

We have relationships with a bouquet of PE funds including but not limited to the below :

Bouquet of services offered in addition to Private Equity space through our Investment banking partnerships

American /Global Depository Receipts	Convertible /Non Convertible Bonds
Valuations	Restructuring
Mergers & Acquisitions	IPO / Rights Issue
Private placement of equity	Debt Syndication