Targeting to provide High Quality 'boutique' Financial Services

CORPORATE FINANCE

Beta Securities SA offers a wide range of corporate finance services including:

  • Advisory services on M&A’s
  • Underwriting services including advisory services on Initial Public Offerings and remarkable in-house underwriting capability.
  • Advisory services and Co-underwriting of bond issues (straight and convertibles)
  • Advisory services on private placements and family business restructuring.
  • Advisory services on project finance in co-operation with Greek corporate banks.

MERGERS AND ACQUISITIONS

  • Finding possible strategic investors and / or buyers. Creating contacts
  • Preparation of Information Memorandum
  • Deal Structure
  • Company Valuation
  • Supervision of Legal and Corporate Auditing
  • Value creation through M&A’s – Risk management
  • Providing support to the client, on a turn-key basis i.e. until completion of the project.

UNDERWRITING SERVICES

  • Preparation of Information Memorandum
  • Preparation of Business Plan
  • Peer group comparable valuation
  • Peers / competitors stock price performance
  • Future financial estimates and targets
  • Participation in all the levels of preparation, submission and examination of the file, till the final approval from the appropriate stock exchange committee.
  • Participation in choosing the Main Underwriter and to the joint underwriting team
  • Support to the Main Underwriter for financial and legal auditing and the company’s valuation

BOND ISSUES

  • Modulation of the prerequisite actions for the successful bond issuing
  • Determination of the bond terms and negotiations with the banks
  • Making contacts with possible institutional investors for a successful placement
  • Preparation of Information Memorandum and company presentations to institutional investors