Plato Capital - Services

Services

M&A Services

Due Diligence Services: Comprehensive appraisal of business assets and liabilities and value its commercial potential in M&A transactions and identify business risks.
Valuation Services: Provide an estimation of the worth of a business or assets, considering market conditions, financial performance, and future earnings potential.
Transaction Advisory Services: Assist clients through the entire M&A process, from identifying potential targets or buyers to negotiating terms and closing the deal.
Integration Services: Post-merger, perform services in combining the operations, cultures, and strategies of both companies to realize synergies and maximize value.
Cross-border Considerations: For international M&A transactions, structuring by taking into account the laws and regulations of all jurisdictions involved. This includes currency exchange controls, international tax treaties, and regulatory approval processes.

Tax Efficiency Planning: By considering various acquisition structures, aim to minimize the tax liabilities for both the buyer and the seller (though creating tax-efficient acquisition vehicles or finding ways to structure the deal to take advantage of tax credits and incentives).
Divestiture Advisory Services: Provide advice on the sale of certain divisions, subsidiaries, or assets of a company to streamline operations or raise capital.

Capital Raising

Private Placements: facilitate the sale of EMD securities to qualified investors without the need for the securities to be registered (using prospectus exemptions). These securities may include shares, bonds, or other financial instruments from private companies, or public companies in non-public offerings.
Deal Structuring Services: This involves the strategic analysis and arrangement of the financial and legal aspects of M&A deals to align with business objectives and tax optimization.
Product Offering Distribution: Offer a range of exempt securities to investors, which can include hedge funds, mortgage pools, limited partnerships, or other investment vehicles not generally available on public markets.
Secondary Market Transactions: Assist in the resale of these securities, subject to certain conditions and regulations.

Due Diligence: Conduct financial due diligence on the issuers whose securities they intend to sell to ensure that all material facts are accurately presented to investors and that the investment is sound.

IPO Advisory

Plato Capital provides a wide range of advisory services for private companies looking to go public on a stock exchange in Canada and US. Since we have been principals on our own M&A activities, our focus is on reducing deal risk and keeping transaction costs to a minimum. For many clients, Plato Capital is the point contact to drive the listing process since we have the steps down to a science. This can allow us to coordinate all the advisors to ensure that the audit and legal deliverables line up in order for the financing to close quickly before market conditions change.

Plato’s principal (Arif Shivji) has extensive experience in providing transaction services on deals to ensure the planned economics can become a reality. Over the past 26 years, we have assisted clients in various M&A activities including:
• Acquisitions (due diligence and integrations)
• Dispositions (financial modelling, valuation analysis, and deal road map)
• Capital raising and liquidity events (ie. Venture Capital, Private Equity, Public listing with retail vs institutional investors)
• Economics (forecasts, PowerPoint slide decks, business plan, valuation metrics)
We speak the same language as M&A professionals. Plato Capital helps clients get qualified for equity financings with higher valuations as it is evident that they have experienced advisors on their side.