Raising Investment for a Seaside Complex

The Challenge

A well-known multi-purpose seaside complex planned to expand its services, adding shops and other amenities. The shareholders sought funding from an investor and requested consulting support to secure it.

The Solution

Our Consultants worked in two phases, from analysis through to the final agreement:

Phase 1 – Analysis & Valuation

Analysis of the tourism market
Financial and commercial analysis of the company
Interviews with the company’s management
Strategic Plan and high-level valuation of the company

Phase 2 – Investor Search & Negotiation

Investor profile built on the shareholders’ requirements
Teaser letter prepared and sent to selected potential investors
Identification of the right investor and negotiation of the valuation
Agreement on a set amount for 10% of the shares, with an option to acquire a further 10% within three years

The project was delivered as part of our Investment Consulting service, in line with the ESGM Methodology.