Corporate Finance Services

Delta Group Corporate Finance Services

Delta provides specialist corporate finance services to proprietary private client managed or advised fund transactions. Our corporate finance team understands the transaction process and has extensive advisory experience of leading and coordinating client deals to ensure the successful delivery of each transaction. Delta’s transaction support services are offered to support proposed deals during the planning and execution of a transaction can include comprehensive valuations, feasibility studies and economic impact analyses.

Delta’s corporate finance services:

Asset acquisition and divestiture services

Mergers Acquisitions – Buy side mandates

To ensure that clients M&A strategy aligns with their corporate strategy, Delta identifies and screens acquisition targets assessing them upon the buyer’s strategic objectives, potential synergies, organizational fit drivers for value creation. Delta further supports the process with due diligence, negotiation, deal structuring and post deal integration services in order to execute successful transactions and achieve the optimal client outcome.

Divestitures – Sell side mandates

With an emphasis on identifying strategic acquirers to attract premium value,  Delta advises institutional, fund or private client business owners on the preparation for execution of the sale of a business or investment whether by trade sale, MBO/MBI or private offering. Delta designs and implements a bespoke process for each client from initiation to closure of the transaction. This process varies for each client and may include:

  • Strategic investor identification
  • Screening and validation
  • Confidentiality arrangements
  • Preparation of due diligence
  • Coordinating information flow and communications
  • Oversight of the offer process
  • Bidder interface
  • Tactical negotiations of material terms
  • Establishing transactional structure
  • Managing completion and post deal operations

Fundraising activities & client backed finance

Strategic Deal Team –Transaction Fundraising advisory

Whether for a new venture, expansion needs or project finance the Delta deal team assist clients implement strategic transactions and source the right type of equity debt capital. The team works on proprietary, direct client as well as advised fund transactions. Core services include business plan preparation, financial forecasting, designing debt and equity structuring through to identifying negotiating funding. The team draws on strong relationships with key capital providers including institutional banks, major fund clients, private equity investors and Delta’s private network of high net worth investors.

Restructuring & workout advice

Restructuring & workout

Our restructuring and work out experts advise on single entity or investment portfolios facing financial challenges. The aim of the team is to stabilise financial operational distress, then design, implement and monitor a program that enhances value towards an ultimate exit.

Economic impact analyses & feasibility studies

Economic Feasibility Studies and Economic Impact Studies

Good planning is a pre-requisite for success. Delta provides its clients with crucial pre-implementation analysis of a project’s economic feasibility impact. Client projects range from private equity transactions to private and public sector capital and strategic partnerships. Studies typically include an analysis of economic costs and benefits, review of the business environment, assumption validation, evaluation of alternative approaches, identification of critical success factors, evaluation of interest group impacts and executive management implementation analysis.

Valuation services

Hedge Fund and Investment Valuation

To support the need of asset managers governance bodies, Delta provides independent investment valuation services unaffiliated with any bank, financial institution or the investment subject to valuation. We provide investment valuation services for a range of hedge fund asset classes and financial instruments including:

  • Private equity and debt
  • Equity and debt derivatives
  • Joint ventures
  • Asset backed securities
  • Trade and bankruptcy claims

Business Valuations

Delta’s business valuation team performs valuations of business entities, common preferred stock other securities as well as partnership interests, private debt and derivative products. Our services support clients’private merger, acquisition and disposition goals as well as tax estate planning.

Delta also provides valuation services in relation to insurance, dispute resolution and litigation matters offers the services of senior staff experienced in acting as expert valuation witnesses before the Grand Court of the Cayman Islands.

Fairness Opinions

Delta’s valuation services extend to the provision of independent fairness opinions to support both hedge fund and private investor activities including M&A transactions, related party transactions, minority buyouts, insurance requirements, auction processes estate or gift tax planning.