Arrangement of financing

Capital raising (IPO, SPO)
Rubicon Partners offers advisory services in capital raising processes on stock market, through public offering both Initial (IPO) and Secondary (SPO).
The scope of our offer covers, among others, conducting complex analysis of the company which is preparing to issue publicly offered shares, cooperation in determining value of offering instruments (valuation), preparation of analytical documentation and advisory in setting optimal parameters of the offer.In realization of IPO/SPO processes, we cooperate with leading brokerage houses. Rubicon Partners offers advisory services in capital raising processes on stock market, through public offering both Initial (IPO) and Secondary (SPO).

Private placement on public market
Rubicon Partners offers advisory services in capital raising through private placement processes, dedicated to close-end group of institutional investors, who are active on public market (WSE and NewConnect). Among those investors are investment funds managed by Investment Fund Companies, Open Pension Funds and entities which offer asset management services.
The scope of our offer covers, among others, conducting complex analysis of the company which is preparing to issue shares in private placement, valuation, preparation of analytical documentation and advisory in setting optimal parameters of the offer. In realization of private placement processes dedicated for institutional investors, we cooperate with leading brokerage houses.

Private placement on private market
Our well-established contacts and competences enable us to assist our Clients in gaining share capital from both strategic and financial investors. We cooperate with Private Equity (PE) and Venture Capital (VC) funds as well as close-end investment funds.
The scope of our offer covers, among others, conducting complex analysis of the company which is preparing to issue shares, valuation of shares and preparation of analytical documentation.

Debt financing
We assists our Clients in arrangement of debt financing (provided by banks) processes. We have gained an experience in financing of investment projects, working capital and bridge financing.
The scope of our offer covers, among others, preparation of analytical documentation, support in process of choosing bank (or consortium bank) with the best offer and advisory in the process of optimal communication with bank. We also advice in restructuration and debt consolidation processes.

Financing through bond issues (public and private market)
Rubicon Partners offer advisory services in bond issues processes both on public (Catalyst) and private market, dedicated to individual as well as institutional investors such as funds which invest in corporate bonds. The scope of our offer covers, among others, conducting complex analysis of the company which is preparing to issue bonds and preparation of analytical documentation, essential to conduct the process successfully. In realization of bond issue processes, we cooperate with leading brokers.

Mezzanine (private market)
Mezzanine financing involves combination of different type of financial instruments (debt as well as equity) to secure flexibility of the transaction structure and possibility to address specific needs of the Client and capital provider. Mezzanine could be also used as tax optimization tool, as interests are qualified as tax deductible expenses, whereas economic characteristic of mezzanine financing is similar to equity (interests are capitalized and paid at the end of financing contract).