Practice Areas · Operations · Virtual CFO & Finance · Fund raising · Long-term fund raising

Long-Term Fund Raising

Arranging long-term capital — debt or equity — to fund expansion and major investment.

Overview

What long-term fund raising covers

Major investment — capacity, acquisitions, new lines — needs long-term capital, not short-term working-capital finance. Long-term fund raising is about choosing the right mix of long-term debt and equity, building the case, and approaching the providers most likely to back it.

The firm advises on the funding strategy and structure, prepares the financials and projections, and supports the approach to lenders and investors.

Scope

What's included

Long-term fund raising support includes:

  • Assessing the funding requirement and the right debt-equity mix
  • Structuring long-term debt, equity, or a blend
  • Building the financial model, projections, and the funding case
  • Identifying and approaching suitable lenders and investors
  • Support through diligence to drawdown or close
Process

How we work

  1. 01

    Assess the need

    Quantify the requirement and the appropriate structure.

  2. 02

    Prepare the case

    Build the model, projections, and information pack.

  3. 03

    Approach

    Identify and approach suitable capital providers.

  4. 04

    Close

    Support diligence and negotiation through to close.

Why PBT

Why work with PBT

PBT helps you raise the right long-term capital on the right terms.

  • The right debt-equity mix for the need
  • A credible model and funding case
  • Access to the right lenders and investors
  • Support through diligence and negotiation
  • Scope, deliverables, and fees agreed in writing up front
FAQs

Frequently asked questions

  • Should I raise long-term debt or equity?

    It depends on the cost, the dilution you'll accept, and the cash-flow profile of the investment. We model both and advise on the right mix.

  • Do you prepare the projections lenders and investors need?

    Yes. We build the financial model, projections, and information pack that support the raise.

  • How long does it take?

    Long-term raises run over months, depending on the amount, the providers, and diligence.

Raise long-term capital

Tell us about the investment you're funding, and we'll structure and support the raise.

Send an enquiry

This page describes the nature of the firm's services and is not a solicitation or legal advice. Thresholds, timelines, and applicable registrations depend on your specific facts; engagement terms and fees are agreed in writing per assignment.

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