References

BUILDING AN EQUITY STORY DOCUMENT AS PART OF A FUND-RAISING PROCESS

PROJECT OUTLINE

  • A Cleantech company specializing in thermodynamic machines and turbomachinery for industrial energy efficiency, our customer has strong growth ambitions that justify seeking private equity funding.
  • The Equity Story aims to:
    • Demonstrate the company’s growth potential in its target market in France, then internationally and through business diversification.
    • Highlight the company’s unique expertise and know-how in meeting today’s energy challenges and capturing future opportunities.

PROJECT APPROACH

  • In-depth analysis and illustration of the following points:
    • Customer benefits: benefits and uniqueness of the offer.
    • Market dynamics: market trends, market environment.
    • Competition and differentiation: uniqueness and added value of the offering.
    • Growth catalysts: business dynamics in the coming years (project pipeline, partnerships, regulatory measures, public incentives, etc.).
    • Operations/Organization: sustainable skills, expertise and resources.
    • Investments: main reasons for investing in this business.
  • Update of 5-year business plan.
  • Preparation of pitch to investors.

RESULTS

  • Equity story document made available to the customer: the company’s outlook and key assets.
  • Use of the document for presentations to the financial community.

Pagamon is a strategy and transformation consulting firm founded in 2013. We support major players in the industry, services and life sciences sectors in their search for balance. Helping them structure their strategic vision, transform their operational and/or digital model, and drive change. To support profitable, sustainable and responsible growth. As a committed player, Pagamon leads the Observatory of the Balanced Organization™, articulated around a "think tank" and an annual survey. In order to provide an innovative, sometimes offbeat, perspective on the strategic and operational implementation of transformations to support the growth of companies.