Advisory Service

Private Equity Syndication

Back to all services

We provide end-to-end advisory support to companies in high-growth markets on capitalization and recapitalization strategy, helping them pursue defined growth objectives. Typical private equity engagements move through the following phases:

Phase 1: Collateral Preparation

In this phase, we assess the company’s current business profile and growth prospects. Based on our understanding of the private equity market, we help the client choose an effective capitalization strategy. We also prepare a complete information pack that presents the opportunity to potential investors in a structured format.

Phase 2: Roadshow and Investor Shortlisting

In this phase, Banyan helps the client determine the right private equity fund profile, conducts initial investor discussions, supports roadshows with potential investors, and advises on shortlisting. We draw extensively on our relationship network with private equity funds during this stage.

Phase 3: Commercial Term Sheet

In this phase, Banyan helps the client evaluate offers from potential investors, drive deal negotiations, and select a term sheet aligned with strategic objectives.

Phase 4: Due Diligence and Closure

In this phase, we help the client coordinate the due diligence process and negotiate final definitive agreements with the selected investor.

Need broader transaction support?

Explore our complete advisory coverage across private equity syndication, M&A advisory, and strategic finance.

View all services