Services
Advisory Services
Raymond James provides a comprehensive list of advisory services to clients considering strategies such as the sale of the company, division or operating unit, or the acquisition of a complementary business. The firm has extensive experience advising boards of directors and special and independent committees, including providing fairness opinions and valuation analyses in many of these types of transactions. These E&P services include a technically oriented dedicated acquisitions and divestitures advisory group.
Capital Formation
Raymond James equity and debt-raising capabilities include straight equity via initial public and follow-on offerings, private placements, convertible debt and preferred, registered directs, PIPEs and 144A transactions, and high-yield corporate bonds. Our energy investment banking professionals will assist in determining optimal timing for an offering by evaluating a variety of factors including market conditions, company growth and current operating environment. Raymond James has the distribution capabilities to ensure the proper distribution of shares among a wide variety of retail and institutional investors. In addition, Raymond James has expertise in executing private placements across the spectrum of product offerings such as PIPEs and 144A transactions. Private placements are actively managed by Raymond James at every stage to ensure unparalleled success.
Fairness Opinions
Raymond James assists boards of directors, investors, trustees, and other corporate and organizational leaders in fulfilling their fiduciary responsibilities by providing them unbiased opinions about the financial fairness of pending transactions. A comprehensive analysis, including thorough assessments of the proposed transaction, allows clients to make informed decisions in the interests of their shareholders. A timely independent analysis may establish for the record that fiduciaries have adequately considered the proposed transaction and have properly exercised their business judgment.
Restructuring/Recapitalization
Raymond James provides a unique set of advisory services to financially distressed companies. The firm's services include out-of-court restructurings, credit agreement restructuring, debt and equity financing, valuation analysis, strategic alternatives analysis and implementation, Chapter 11 restructurings, advisory services to debtors, DIP and exit financings, and business plan development and analysis. Raymond James' approach to restructurings incorporates bankruptcy and restructuring process expertise, detailed analysis of business operations and financial projections, in-depth strategic advice, and a solid understanding of capital markets pricing and trading dynamics. We are equally effective operating on behalf of companies as we are on behalf of stakeholders, whether in a bankruptcy process or out of court. We take a hands-on approach, applying senior-level leadership to the entire process and utilizing the legal system only when it is to the advantage of our clients.
