For many years Pentagon Finance International has been engaging in rendering Business Acquisition advice, Corporate Accounting, and Financial Advisory to companies and high net worth individuals worldwide..
Besides our core Corporate & Financial advisory services, we also provide professional business development consultancy to corporate clients. We provide advisory on business operation and organizational structure in order to enhance productivity and operating efficiency.
Our planning expertise and corporate advisory skills span across most on-shore and off-shore jurisdictions in Europe, Asia, the US and Africa, and we are planning to extend our services to other specific off-shore jurisdiction in the near future.
Scope of Services
Pentagon Finance International provides a wide range of corporate financial services to assist SME companies in raising capital for the future business development and maximizing profits for shareholders and companies.
We assist our clients in going public and our assistance goes beyond just raising finance, we advice on various other aspects of investor & corporate relations.
Key Stages of our IPO Advisory
We provide effective and comprehensive IPO plans for our clients and help facilitating the co-operation between our clients and related professionals such as accountants, sponsors and lawyers, etc. Our smooth and well-planned IPO process can be divided into three main stages and professional advices will be provided in each stage.
Stage 1 - Initial Stage
We firstly advise on all the necessary group reorganisation, review and prepare key accounting records and indicators, examine the company’s current tax position and propose an effective feasible tax planning.
In the second stage, we communicate and coordinate with various professional parties, and attempt to bargain with all the professional parties for the lowest charge.
Further we conduct another preliminary review of the company’s accounting records, and coordinate with auditors where necessary if we identify any audit issues that needs to be addressed. We then assist the company in preparing a statement of their net tangible assets, pre-IPO indebtedness declaration, profit and working capital forecast, before we start drafting the IPO prospectus.
We commence with Position analysis of the company, setting up presentations for the financial media, planning and implementing pre-IPO publicity.
Stage 4 - Post Listing
After the IPO, we continuously maintain and establish relationships with financial institutions, underwriters, in respect of the company’s operating results and business planning, such as developing investor relations programmes. We also help our clients with the preparation of financial reports and announcements where and when applicable.
The other types and models we advice on include:
A Private placement provides a lower-cost alternative source other than IPO with more flexible choices of amount and methods of capital injection. Throughout the process, we assist clients in preparing documents such as feasibility studies and business plan, searching for and contacting interested investors, placement consulting and follow-up, assessing corporate value in order to bargain for a fair price of the placement, assistance in designing the best capital structure, as well as striving for the best placement terms.
Merger / Acquisitions
During acquisition and merger, professional knowledge is essential for a company to acquire its potential investment value, identifying the suitable company for merger or finding the right investment project. So, we provide assistance in evaluating your company or independent investment project, coordination of negotiation between clients and professionals on financing terms and methods, preparing confidential information memorandum, carrying out investigative Due Diligence, legal advice from our corporate lawyers, taking up the intermediary role to search for suitable investors, assistance in designing the most effective corporate structure and tax planning.
Debt Financing from Bank or Other Financial Institutions
Debt financing, with simpler procedures, incurs less financing cost than equity financing. But companies need to understand their own financial positions and leverage impact of debt financing. Hence, we assist clients in providing supporting documents to banks for an efficient and smooth screening process, negotiating with the banks on loan arrangements, preparing debt financing proposal to banks, identifying the most cost-effective debt financing plan in the interest of your company according to your company's financial positions, preparing cash-flow statements for the bank's reference to assess the debt repayment ability of the companies.
Going Public – Our Investment Support
Going public is a significant milestone for a company, which generate abundant working capital for future developments, improve the company's reputation and creditability among its suppliers and customers and provide easier access to capital market for refinancing. We provide full range professional services throughout the listing procedure, which include conducting feasibility study, contacting security brokers, implementing organizational restructure and tax planning, reviewing accounting records, auditing, referring and coordinating various professional bodies, assisting the company in preparing IPO prospectus as well as marketing the sales of stock.