Covers issues surrounding the relationship between the firm and capital markets. Basics are covered including financial reporting, analyst relationships and expectation management . Also includes fundraising topics such as Initial Public Offerings (IPOs) and debt placements as well as alternative fundraising such as venture capital, private equity, hedge funds and angels. Concludes with a discussion of M&A topics such as cash-vs-stock funding, accretive-vs-dilutive and a preliminary discussion of deal strategy (more in the Dealmaking presentation). Includes brief descriptions of other market products such as options, securitized loans and derivatives.
Relevant Audience: Managers with fundraising or market reporting responsibility. |