Exempt Market Dealer Services
EMD Essentials*
• Development of investment strategy, selection of securities instruments and terms.
• Debt or Equity product structuring.
• Develop and communicate compelling narratives in offering materials.
• Marketing and capital raising support.
• Investor processing including compliance and KYC.
• Offering Underwriting.
*Bizmark is currently registered in the provinces of Alberta and Ontario, Canada.
Capital Raising
• Leveraging Bizmark’s expansive network of private equity contacts and and corporate partners to raise capital on a world-wide basis (including without limitation Canada, the US, Europe, and the Middle East).
• Debt and Equity sourcing from Accredited Investors, Institutional Investors, Venture Capital firms, Family Offices and Investment Funds.
• Private Placement Offerings of exempt market securities.
Funds
• Leading the creation, formation and structuring of Venture Capital Funds and Syndicates.
• Preparation of and management of deal documents.
• Deal and fee structuring for funds.
• Ensuring fund compliance with regulations and securities laws.
• Harmonizing transaction stakeholders.
• Development of investment strategy and analysis of financial metrics.
Transaction Services
M & A Advisory
• Advise buyers and sellers on asset purchase/sale strategy terms, buyouts and financial considerations.
• Deal structuring and strategy.
• Selection of securities and terms.
• Selection of advisor team.
Asset Sale Structuring
• Seller or buyer representation.
• Development of asset sale or purchase strategy.
• Strategic or financial sale or shareholder/management buyout.
• Selection of asset sale or purchase terms.
Data Development & Reviews
• Development of or independent review of data room.
• Selection of deal documents, including compliance and privacy reviews.
• Due Diligence facilitation and implementation.
Private Client Services
Business Valuations
• Fairness opinions.
• Benchmarking industry standards and financial performance indicators.
• Enterprise value and pricing assessments.
Legal Reviews*
• Corporate risk assessments and legal opinions.
• Document review and creation including Letters of Intent, Purchase and Sale Agreements, and ancillary documents.
• Deal Negotiations and Legal Closing of Asset and Share Purchases.
• Intellectual Property evaluations and protection recommendations.
*Outsourced to Partner Law Firm
Restructuring & Growth
• Refinancing analysis and optimization of capital structure.
• Analysis and reorganization of corporate governance.
• Business Planning and Financial Modelling.