We offer two distinct levels of corporate advisory service. Our Core Advisory is designed for any company seeking to raise capital. This service provides foundational support, including drafting bond documents, managing broker networks, advising on risk mitigation, and handling the design of all promotional materials. We provide the essential fundraising architecture every successful project needs.
We categorise our clients into two broad groups “General” and “Focused“.
Our General Corporate Advisory clients come to us for a diverse range of services focused upon raising money. These services will include drafting bond documents and securities, advising on Security Trustee issues, debentures and other risk mitigation measures, managing brokers and fundraising networks, automating the process, most IT and CRM issues, and the graphic design of promotional material and websites.
Our Focused Corporate Advisory Services include everything in the General category but also take advantage of our core competence and knowledge in the ESG, Renewable and Sustainable Energy Sector. In this respect, we are also able to advise on the technical aspects of Solar and Wind farms, EV charging networks, Power Purchase Agreements and Battery Energy Storage Solutions (“BESS”).
We support technical innovators who are experts in their field but may need help navigating the corporate landscape. Our team manages the legal and financial work, produces promotional materials and websites, and oversees IT, PR, and lead generation.
Our commitment is based on shared success. We earn a percentage of revenue, profit share, or equity only when your project is successful. This ensures our partnership is truly invested in helping you achieve your goals and delivering real impact for both business and society.
With the specific exception of our Focused Corporate Advisory group (in which we excel), it’s easy to see that with such a diverse set of clients, our company could not possibly possess the skill-set and in-depth business-sector knowledge for each client’s company. What we do bring however, is a defined and honed set of specific skills in regard to fund-raising and risk-mitigation. To highlight how these skills are adapted and integrated into the various companies we contract with, we include below three actual case studies and abbreviated specimen “Scope of Works” agreements to illustrate our services and a typical chronological workflow.
Each case study is prefixed with a Fee Category:
A household name UK Automotive Company requiring an urgent compliant Fundraising Solution. (In this instance we took the decision to invest our own funds, and returned over 118% in an 18 month period).
Fee Category: Fee Agreement.
A well-known aftermarket automotive brand* required £3 – 5,000,000 capital injection to retool and establish a new customised vehicle offering. The company approached Echelon Associates to investigate the possibility of raising £3 – 5m within a 6-9 month timeframe.
*Aftermarket Automotive Brands are tuning, engineering, finishing and trimming specialists that take existing production model cars (or in some cases rebuild or remanufacture famous vintage and iconic cars) and rebrand or co-brand the offerings at increased prices. The sector includes: Brabus, AC Schnitzer, Hennessey, Startech, Overfinch, Techart, Cosworth, G-Power, David Brown Automotive, Evtec Automotive, Hamann and Khan etc.
An investment company trading in securities, commodity and derivative arbitrage requiring a risk mitigation programme.
Fee Category: Half Fee / Half Sweat-Equity Agreement.
A small boutique investment company lacked the financial credentials to build relationships with their preferred trading partners, and in addition wanted to offer their investors stronger security, and show better credibility and in the process mitigate their own risks and that of their investors.
Scope of Works
Discovery Stage:
Investigate client company and their target groups (where and with whom they invest).
Chronological risk point analysis (time-windows of risk factors (“Risk Windows”).
Evaluate maximum and minimum financial risk parameters in regard to Risk Windows.
Agree mean-average financial risk component in terms of identified and evaluated risk events.
A Community Sports Initiative wanted to increase exposure, credibility and balance sheet assets, and in the process raise £10m to initiate a series of small community sports projects throughout the UK. The company had UK government support and a number of athletes and premier league footballers pledging to invest but did not know how to set-up their company and campaign, or how to structure their financial instruments.
Fee Category: 100% Sweat Equity.
Scope of Works
Discovery Stage:
Investigate client company and their sole Director.
Evaluate company net worth.
Cashflow and Balance Sheet forecast process.
Design Investment Structure:
Identify and value Default Security Assets to be pledged to investors as default security.
Draft Default Security Deed, cession and pledge documents (inc. Fixed and Floating Debenture)
Draft Bond Investment Memorandum.
Draft Equity Participation Agreements (Share Purchase Agreements).
Present to HMRC for EIS approval.