400 Corporate Pointe, Suite 300, Culver City, CA 90230

The Process

We serve middle market and emerging companies, as well as the private equity and VC communities that are integral to the health and growth of these companies. At HVA, we believe all organizations, small or large, should be afforded access to top-tier advisory and banking services.


Consultation & Engagement

  • Define Your Strategic Objective
  • Determine Your Capital Needs
  • Execute Engagement Agreement

Month

1
#

Pre-Deal Preparation

  • Conduct Advisor Due Diligence
  • Develop and Present Strategic Plan
  • Meet with Stakeholders
  • Perform Valuation Analysis

 

Month

2
 
#

Deal Placement & Distribution

  • Identify 15+ Investment Partners
  • Focus on Qualified Investors
  • Execute NDAs
  • Deal Tracking and Weekly Updates
  • Identify and Pitch to Select Investors
  • Private Road Show

Month

4
#
#

Deal Packaging

  • Confidential Information Memorandums
  • Complete Business Plan
  • Targeted Teasers & Pitches
  • Organize Financial Statements
  • Set Up Supporting Documents

Month

3
 

Negotiation & Due Diligence

  • Secure Letter of Intent
  • Evaluate Term Sheets
  • Conduct Investor Due Diligence
  • Control and Monitor Digital Data
  • Foster "Competitive Tension" Among Bidders

Month

5
#

Closing Documents & Transactions

  • Select Leading Investor
  • Finalize Definitive Agreement
  • Obtain Final Approvals
  • Coordinate Legal Advising
  • Close Transaction
  • Distribute Funds

Month

6