The Ellesmere Process: The Ellesmere Difference
Ellesmere Capital Partners is set apart from its competitors by its innovative and highly adhered-to business process. Our process includes several preparatory steps, to set the stage for high performance. Steps include the purposeful Selection of Market Sectors, Pre-Qualifying Capital Markets and carefully selected Client Qualification Criteria. Our process continues to build value at every step and deepens the trust between client and advisor through open dialogue. These steps include collaborative Value Proposition development, Test Marketing and finally Structuring and Placement of the client’s offering. The culmination of this work will build your success and our reputation.
- Vision: Selection of Sectors
The principals of Ellesmere partners have chosen sectors which represent a significant opportunity for capital flow over the next decade. Simply put, there is a needed paradigm shift in the economy, and the managers of capital recognize this shift. Investment pools are moving towards a more sustainable focus. Our target sectors include 3 broad themes of Food, Energy and Technology. We believe these themes will benefit most from the widespread shift towards sustainable investment in the years to come. - Pre-Qualifying the Market: Building Fund Relationships
Ellesmere’s process begins long before we engage a corporate client. A key aspect of our business process is an ongoing survey of capital market appetites for investment in our sectors. From a large cross section of Investment Funds, we capture over 40 specific investment parameters in our proprietary systems. This allows us to virtually gauge market appetite for a prospective client instantaneously. Having this type of information at our fingertips allows us to inform our prospective clients of the number of interested parties before any commitments are made. In essence, we develop a deep understanding of our market to benefit clients and the funds. If you are curious about how many funds have expressed interest in your type of company, contact us today! - Prospecting and Qualification
In building our client base, we seek prospective clients who match, or have the potential to match, the funding criteria our research reflects. Should a client fit our general parameters, we can then add higher value by advising on specifics to increase funding likelihood. Alternatively, we also take pride in honestly communicating when we are not able to help and not waste anyone’s time. Beyond sector and financial fit, there are many additional qualifiers to be assessed at this stage including financial soundness, shared corporate values and management’s commitment to our process.
We prefer prospective clients to have:
- Over $5 Million Sales. Positive EBITDA. Strong management team.
- A business plan. Adequate due diligence documents. Audited Financial Statements.
- Dedication and commitment to collaborate on development of strategic alternatives. - Value Proposition/Advisory
Once a client is identified as someone we can help, we move to preparing strategic alternatives for the client to consider. Financing is a major strategic decision, and alternatives should always be considered and tested. This collaborative process has the goal of finding the most desirable transaction strategy for the client to take to market. Our value propositions (alternatives) are built on a solid platform of trust and deep understanding of your company’s financial situation through industry research. We assess comparables, risks, conduct valuations and run sensitivities, all with the goal of developing a value maximizing transaction strategy. - Test Market
With the front-runner strategy selected, test marketing commences. A blind offering is presented to a group of funds whom have expressed interest in a deal with similar attributes. This step allows us to give our clients a degree of confidence and feedback on the selected strategy before going to markets with a final offering. - Engagement/Structuring the Offering
This is a point of increasing commitment and expectations. To reach this stage, both our professionals and client will have put forth significant efforts; research conducted, alternatives considered, and strategy selected. To execute, clients simply authorize Ellesmere to Structure the final Offering and take it to market. At this time the engagement is signed and the Ellesmere Guarantee is initiated. - Marketing
Since a test market will always be conducted during the development of an offering; live marketing is a highly targeted exercise with a 45-day span. Should the 45 days pass with no funds actively committed to undertake due diligence, our clients reserve the right to trigger their guarantee and terminate the engagement. - Closing
Working with Ellesmere gives you an ally for the long haul. We follow through, as due diligence progresses and concludes with a financing commitment. This often-challenging last step benefits greatly from our experience and patience. We commit to see the process through by helping you address funders’ needs in a timely manner, helping you choose the most suitable offer, assisting in negotiating terms and closing formalities.
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