We are a boutique corporate advisory firm specialising in capital raising and strategic commodity offtake arrangements. We work across the mining, renewables and property sectors.

Local Offices.
Global Reach.

We operate out of the

United Kingdom, India & Australia

Sector Focus

Renewable Energy: Hydrogen (Green/Blue) & Biofuels (Bioethanol, Biogas, Sustainable Aviation Fuel)

Greentech: Battery Technology (Mobility, Storage, Recycling) & Carbon Capture Technology (CCS/CCU)

All Mining & Property sectors

‘Quality assures
Quantity‘

Bayleaf Capital Ethos

Our Capital
Raising Process

  • Initially, our team will conduct a comprehensive assessment of your business, including your progress to date and future financial projections. This analysis aims to determine the ideal amount of capital you require whilst considering a realistic and suitable raise that will generate positive interest in the market.

    Simultaneously, we work closely with you to establish a valuation that not only suits your needs but also holds up under market scrutiny. To ensure the valuation is acceptable to investors, we align the valuation rationale with a well-structured exit projection supported by evidence. This projection typically focuses on measures befitting your specific industry, such as revenue or EBITDA multiples, enhancing the likelihood of investor acceptance.

  • Critical to a successful raise is a set of presentation materials that present your proposition optimally, specifically focused on the areas that matter to investors.

    Understanding the detail, granularity and focus required, we guide and prepare the set of presentation materials designed to resonate with the target audience. This will include a concise information memorandum, a detailed financial model, a balanced pitch deck (for face-to-face investor presentations) plus a one-page teaser for marketing purposes.

    For each of the information memorandum, financial model and due diligence process we have comprehensive guides that outline the core content required to be effective.

  • Capital raises can often be a frustrating undertaking for any management team - particularly when it comes to finding and engaging suitable investors. This challenge is compounded by the fact that many of the discussions they initiate are unfruitful, resulting in wasted time, effort and opportunity cost.

    Every investor has their own specific investment criteria, which can often be quite narrow. To create a strong shortlist of potential investors, it is crucial to have knowledge about their focus areas, allowing us to engage only with qualified investors and funds that have relevant and aligned interests.

    In addition to matching criteria, a systematic qualification process ensures that only investors and funds with genuine interest are brought forward. We start with a high-level teaser to check initial interest, followed by a pitch deck to present the business mechanics and financial model.

    A positive response at this stagesignals qualified interest, a firm indication that an introduction is in the interest of both parties.

    This approach maximizes the likelihood of a productive initial engagement with your management team. After each investor introduction, we provide continued guidance and assist in formulating a strategy for moving towards a successful offer from each introduced investor.

  • Our main objective is to ensure that thorough investor qualification, followed by positive discussions with the management team lead to multiple parties making offers. Given this scenario, as initial pricing and terms may vary among investors, in each case we assist in obtaining the best offer, aiming to receive multiple Term Sheets and optimal terms for your organization.

    In most cases, we are familiar with the specific nuances of the investors we introduce, which further strengthens our ability to provide advice and guidance for reaching a final decision.

    At this stage, we strongly recommend that you engage a qualified law firm to represent you throughout the process until completion, if you haven't already done so. Should it be required, we are able to suggest reputable firms which we trust and have previously collaborated with for any transaction or project.

  • Once terms are agreed upon, including the transaction structure, conditions, and pricing with the preferred investor(s), the parties will proceed to sign the Term Sheet(s).

    During this due diligence phase, which typically spans 45 to 120 days, each investor's due diligence team will require extensive information, The process can be extremely demanding given the rigorous informational requirements that most investors' due diligence teams have.

    The execution stage is a critical time for transaction success in which our extensive experience gained from numerous successful transactions over the course of many years will prove invaluable.

FAQs

  • Our expert industry insight combined with truly original thought adds significant value to your capital raising efforts and this is what separates us from the pack.

    Significant time and effort is committed topreparing high-quality investor marketing materials, gauging interest within our global network of capital providers to procure a list of qualified investors and funds. and when required, new links are forged to source additional interest. We then guide you through investor discussions from introduction until successful transaction close and investment.

    Our value-added approach focuses on getting your company the right exposure through marketing channels (LinkedIn marketing, CEO interviews and content on reputable platforms) and getting you meetings with qualified investors and funds with a genuine interest in your company.

    Quite simply, we focus on quality first in everything we do: Quality assures Quantity. Get the quality right and quantity will follow.

  • Nothing is guaranteed. That being said, if we accept an assignment it means we have done our initial analysis and believe there is strong potential to raise capital in line with your company’s stated requirements.

    Companies which follow our guidance on marketing materials, transaction structuring and investor engagement stand a very good chance of raising capital even where global or sectoral economic conditions are challenging.

    Maximising your chances of success sometimes necessitates one or more strategic pivots during a raise as external events develop. This is why we consistently seek to find innovative solutions to the myriad of obstacles that can arise in the course of seeking capital. With the sole focus on adding value wherever needed to enable our clients to achieve their goals.

  • Our standard engagement runs for a minimum of 4 months as that is the average time it takes to gain momentum in the market and traction with investors. In practice it can be quicker than this but it is important to keep in mind that it can take longer too.

    As there are many factors beyond the control of Bayleaf and that of our clients, it would be unprofessional and even potentially damaging to our clients’ business aspirations to not manage expectations realistically about the time involved in closing a successful raise.

    Raising capital is not as straightforward as simply stating the fact that you want to raise capital. It requires persistence and strategy to find and convince people to invest in you and your company guided by our ‘Quality assures Quantity’ principle.

  • We offer a 1-hour free consultation prior to accepting an engagement. At times, this may occur in several discussions as we understand your business and you get to know us.

    Our approach is to be frank and transparent as this is best way to ensure that we only engage with clients where we can genuinely assist with their capital needs and do not waste your time, effort or money.

  • Once you engage our team we will make sure you have the best tools and support available to you and your company during such engagement.

    That includes, but is not limited to:

    • Creating the documents required by investors (teaser, pitch, investment memorandum, financial model, capitalisation table, valuation etc.)

    • Creating a realistic capital-raising strategy and executing it accordingly

    • Pre-vetting of investors and building business relationships on your behalf

    • Proactive participation on all investor meetings and emails/communications

    • Ongoing feedback on your pitch performance and training to improve your message

    • Weekly meetings to keep up with strategy and market feedback

    • Optimisation of your online profile and improving your online image to create a positive market image

    … and a great deal more.

    We have over 75 years of collective experience in investment banking and international business during which we have been involved in numerous buy-side and sell-side deals in many industries at each stage of the corporate life-cycle. Our wealth of experience is at your disposal once we start working together.

  • We charge a monthly retainer fee paid at the start of each month during the capital-raising process and a success fee when we successfully raise capital for your company.

    We have tried and tested many fee structures over the course of our extensive business journey and have found this to be the fairest and most effective; Why?

    Fundamentally this is because it keeps both sides aligned throughout the process whilst providing an equitable sharing of risk and reward resulting in optimal outcomes for all. The success of our clients is paramount to us at Bayleaf Capital, which is reflected in both our commercial incentives and our core values.