+Grow
Caldera Capital partners with ambitious businesses to unlock their full growth potential. Our team provides strategic guidance and executes bespoke transactions to help clients achieve their growth objectives.
From capital raising to mergers & acquisitions (M&A), we navigate the complexities of the growth journey, delivering high-impact advice at every stage.
Accelerating growth: charting the optimal path forward
Growing businesses often find themselves at critical junctures where strategic decisions can significantly impact their trajectory. While there are many paths to growth, identifying the most effective and efficient route is crucial for long-term success.
Caldera Capital specialises in helping businesses navigate these pivotal moments, providing strategic advice and deal execution expertise to accelerate growth.
Navigating growth: Strategic factors and key levers
When pursuing high growth strategies, businesses often navigate a complex and interdependent range of considerations, from market dynamics and competitive positioning to financial modelling and deal structuring. These processes are intricate, comprehensive, and time-intensive, frequently spanning several months or even years.
Each transaction path involves a distinct set of levers and factors that can significantly influence the outcome. While there are common themes across different paths, the specific angles and priorities can vary considerably. The Caldera Capital team has outlined some of the key considerations under each of the following common growth transaction pages.
Capital Raising
Strategic capital raising enables businesses to unlock growth potential, accelerate expansion, drive innovation, and seize new market opportunities.
Working Capital
Optimising working capital enables businesses to enhance liquidity, improve cash flow management, and secure the financial flexibility needed to seize opportunities and navigate challenges.
Mergers & Acquisitions
M&A enable businesses to accelerate growth, expand market share, and acquire new capabilities. Mergers allow companies to combine their strengths, resources, and expertise to create a stronger, more competitive entity, while acquisitions offer the opportunity to quickly gain access to new markets, technologies, or talent.
Recapitalisation and Hybrids
Recapitalisations and hybrid financing solutions enable businesses to optimise their capital structure, enhance liquidity, and fund growth initiatives. These transactions provide opportunities for companies to realign their debt and equity mix, secure growth capital, and allow key shareholders and founders to realise a portion of their investment while continuing to drive the business forward.
Comprehensive execution across growth transactions
Caldera Capital's expertise spans the full spectrum of growth transactions, enabling the firm to provide bespoke solutions tailored to the unique challenges and objectives of each business. Our team leads the execution of those transactions on behalf of our clients.
Traditional equity raising
Secure growth capital through strategic equity raises from institutional, corporate, and private investors.
Private equity partnerships
Partner with private equity firms to access growth capital, operational expertise, and strategic support.
Strategic equity investments
Secure funding from strategic partners to gain industry expertise, strategic insights, and accelerate growth.
Structured equity solutions
Tailor equity investments with unique terms and conditions to align with specific business objectives and timelines.
Venture capital equity funding
Partner with venture capital firms to secure funding for early-stage and high-growth companies.
Venture debt financing
Obtain non-dilutive debt capital to fuel growth while minimising equity dilution.
Revenue-based financing
Raise capital based on future revenue projections, aligning repayment with growth.
Pre-IPO funding options
Optimise the capital structure and position the company for a successful public offering.
Inventory financing
Use inventory as collateral to secure funding, helping maintain optimal stock levels without straining cash reserves.
Asset-based lending
Secure funding backed by company assets or new plant and equipment investments.
Line of credit
Secure a flexible line of credit to cover short-term working capital needs and manage cash flow fluctuations.
Invoice financing
Convert outstanding invoices into immediate cash flow, improving liquidity and ensuring smooth operations.
Supply chain finance
Obtain financing to pay suppliers promptly, enhancing relationships and potentially securing early payment discounts.
Factoring
Sell accounts receivable to a third party at a discount, converting receivables into immediate working capital.
Short-term loans
Access quick, short-term financing to cover immediate working capital needs and support business continuity.
Term loans
Obtain traditional amortising loans to finance long-term working capital needs, with fixed repayment schedules.
Mezzanine financing
Secure flexible, hybrid debt and equity capital to fund expansion or acquisitions.
Debt refinancing
Optimise existing debt structures to improve terms, reduce costs, or extend maturities.
Bridge financing
Secure short-term funding to bridge between larger financing rounds or transactions.
Strategic acquisitions
Identify, evaluate, and execute acquisitions that align with the company's growth strategy and offer significant potential for value creation.
Mergers
Assist in the identification, negotiation, and execution of mergers that unlock synergies, enhance market position, and drive long-term growth.
Cross-border M&A
Navigate the complexities of cross-border transactions, providing country-specific expertise and facilitating international deal execution.
Joint ventures and strategic alliances
Help clients form strategic partnerships and joint ventures that enable access to new markets, technologies, or capabilities.
Post-merger integration (PMI)
Provide strategic support in planning and executing post-merger integration, ensuring seamless consolidation and realisation of synergies.
Equity recapitalisation
Raise new equity, often from Private Equity, to optimise the balance sheet, reduce leverage, fund growth, and provide shareholder liquidity.
Minority equity recapitalisation
Execute strategic minority equity investments alongside a recapitalisation to bring in value-added partners and growth capital.
Balance sheet optimisation
Advise on optimising the capital structure through a combination of debt, equity, and hybrid instruments to support strategic objectives.
Pre-IPO convertible notes and equity
Advise on and execute pre-IPO convertible note issuances and equity rounds to secure growth capital and align the shareholder base.
A continuous, evolving partnership
When approaching a significant transaction, the balance between speed and precision is crucial. Acting swiftly while maintaining a strategic approach enhances the likelihood of securing optimal terms, successful outcomes, and sustained success post-deal.
Strategy and planning
Develop a comprehensive strategy that aligns business objectives, stakeholders’ interests, and market opportunities, ensuring a clear path to success. This stage involves a careful assessment of market conditions, financial strategy, and target identification and analysis to set the foundation for a successful transaction.
Key considerations mentioned earlier are just a few of the many variables and levers our team evaluates during this phase.
Additionally, we identify “low-hanging fruits” and other strategic initiatives to maximise deal value and completion probability before going to market. (For detailed insights, read more here).
Time Estimate: on average 1 - 12 weeks
Business and deal preparation
Prepare the business for the transaction process by refining financials, crafting a compelling business case, and ensuring readiness for external scrutiny. This phase involves a meticulous understanding of every aspect of the business, identifying opportunities for improvement, and creating a robust information memorandum.
Key considerations mentioned earlier are just a few of the many variables and levers our team evaluates during this phase.
We take preparation to the next level by meticulously understanding every aspect of the business, identifying opportunities for improvement, and crafting a compelling information memorandum. (For detailed insights, read more here).
Time Estimate: on average 2 - 12 weeks
Going to market
Launch a targeted outreach campaign, leveraging our network and engaging with potential parties who align with the transaction thesis. Manage communications, addressing concerns and feedback while maintaining momentum. Further, we adapt the approach as needed based on market conditions and feedback.
Key considerations mentioned earlier are just a few of the many variables and levers our team evaluates during this phase.
We leave no stone unturned by meticulously mapping out the universe of potential targets and counterparties, and leveraging our extensive networks for relentless outreach. (For detailed insights, read more here).
Time Estimate: on average 2 - 24 weeks - dependent on market feedback
Transaction execution
Execute the transaction with diligence, facilitating a smooth due diligence process, structuring the deal, and negotiating favourable deal terms. Coordinate legal, financial, and regulatory aspects of the deal, ensuring alignment among all stakeholders. Plan for post-transaction integration and value creation initiatives to hit the ground running.
Key considerations mentioned earlier are just a few of the many variables and levers our team evaluates during this phase.
We apply global investment banking rigour combined with a hands-on boutique approach to ensure meticulous attention to detail and optimal transaction outcomes. (More details here).
Time Estimate: on average 2 - 14 weeks
Maintain and grow
When applicable, provide ongoing support to ensure seamless integration and sustained success. Continuously identify new opportunities for the next phase. Implement effective post-transaction integration plans to realise the full potential of the transaction while keeping doors open for future opportunities.
In partnership with management, we continue to reflect on performance and proactively identify new growth opportunities to drive continued success.
Time Estimate: Ongoing
Bespoke engagement approach
Our team understands that each business is unique, with their own set of challenges, goals, and opportunities. The firm's bespoke engagement approach, led by experienced directors, is meticulously structured to deliver high-value solutions that address the specific needs of each business we work with.
Prepare and execute a specific deal
We ensure optimised deal preparation and expert execution, guiding our clients to the best possible outcomes.
Year-round advice and deal execution
Working hand-in-hand year round, from strategy to planning and executing the optimal deal at the right timing.
Strategic growth advisory and execution
Ongoing support in crafting and implementing comprehensive strategies for sustainable, long-term growth.
Advisory board guidance without execution
Ongoing strategic advice and support as a trusted advisory partner, without direct involvement in deal execution.
We're here to help
At Caldera Capital, we respect and value every enquiry we receive. We will do our best to assist you or, at the very least, guide you in the right direction.
