As a Consultant serving in a dual role as Financial Consultant and as Private Investment Broker the following is a brief description of the duties performed.
As Financial Consultant, Mr. Muise assists in structuring a proposal which will be most beneficial financially to the Client. This requires a review in depth of the details of the proposed venture covering an examination of the marketability, adequacy of management, financial requirements, verification of information submitted by the Client and independent research using resources of information that may not be available to the Client. In addition, The Consultant prepares the request for funding. This request is prepared to meet the requirements of various lenders and investors to whom the request will be made. The request for funding is formulated after the review in depth of the proposed venture. It may consist of all equity and/or various classes of equity; all debt; bridge/mezzanine funds; and/or combinations of the above.
As Private Investment Broker, the Consultant works with domestic and foreign investor /lenders. The consultant has the responsibility to bring together the needs of client with the needs and requirements of the investor/lenders, and to submit to the investor/lenders only high quality requests. Often clients prepare much detailed information support of their requests but overlook the more important information desired by investor/lenders such as adequacy of management, marketability, etc. A partial list of information examined and verified by Mr. Muise in his performance as Consultant:
Marketability
◊ General conditions affecting marketability
◊ Determination of the market or potential market
◊ An estimate of the size of the market
◊ Expected growth of market
◊ Demographics supporting the expected market
◊ Market strategy
◊ Reasonableness of market strategy
◊ Reasonableness of project based on information obtained
Management
◊ Review of management objectives
◊ Capacity of management to perform desired direction
◊ History of management’s past performance
◊ Financial information for management / principals
◊ Background and character of management personnel
◊ Financial information for principals
◊ Verification of information obtained with references
◊ Management’s experience in area of proposed project
◊ Evaluation of management team to perform successfully
Financial Considerations
◊ Adequacy of available capital
◊ Adequacy of funds requested to support project
◊ Collateral available to secure funding
◊ Proforma projections for the project
◊ Statement as tom use of new funds (transaction budget)
◊ Terms of repayment, if debt & Rate of interest
◊ Determination of most favourable equity/debt ratio
◊ Adequacy of source of funds for repayment of loan
The Project
◊ Location
◊ Layout
◊ Appraisals
◊ Evaluation of technical information required
◊ Adequacy of projected facilities
◊ Relative position of facilities to market
◊ Evaluation of construction/equipment to perform desired tasks
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