Lead the company's capital raising efforts:

  • Develop optimal capital structure

  • Identify prospective (and ideally strategic) investors and/or lenders

  • Prepare for road shows/investor presentations by creating investor-specific-deck

  • Present the investment opportunity to prospective investors and/or lenders

  • Analyze/assess/evaluate offers with the board of directors

  • Assist in negotiation of deal terms and transaction structure

  • Coordinate with transaction professionals (e.g., investment bankers, lawyers, accountants, etc.)

  • Close transaction

Lead the company's corporate development/mergers and acquisitions efforts:

  • Identify prospective targets

  • Contact targets and initiate discussions

  • Assist in the due diligence process

  • Analyze/assess/evaluate offers with the board of directors

  • Coordinate with transaction professionals (e.g., investment bankers, lawyers, accountants, etc.)

  • Negotiate deal terms and transaction structure

  • Close deal

Create/execute exit strategy

Lead the company's capital raising efforts:

  • Develop optimal capital structure

  • Identify prospective (and ideally strategic) investors and/or lenders

  • Prepare for road shows/investor presentations by creating investor-specific-deck

  • Present the investment opportunity to prospective investors and/or lenders

  • Analyze/assess/evaluate offers with the board of directors

  • Assist in negotiation of deal terms and transaction structure

  • Coordinate with transaction professionals (e.g., investment bankers, lawyers, accountants, etc.)

  • Close transaction

Lead corporate development/mergers and acquisitions efforts:

  • Identify prospective targets

  • Contact targets and initiate discussions

  • Assist in the due diligence process

  • Analyze/assess/evaluate offers with the board of directors

  • Coordinate with transaction professionals (e.g., investment bankers, lawyers, accountants, etc.)

  • Negotiate deal terms and transaction structure

  • Close deal

Create/execute exit strategy

Manage relationship with:

  • Investors

  • Lawyers

  • Major vendors and suppliers

  • Accountants

  • Bankers

  • Strategic partners

Assist in employee-related issues

  • Design / develop / implement / assess employee compensation plans (including equity-based plans) and benefit programs

Review product pricing and costs (direct and indirect) to generate maximum profitability

Assist management in the evaluation of, and negotiation with:

  • Strategic partners and joint venture candidates


  • Major customers and vendors

  • Outside professional service providers

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