Area:      Corporate Finance
Type:      Strategic advisory, fund raising, business development
Date:      Jun 18
Sector:   Clean Tech / Solar thermal
Size:       £1.1m

Deal: Financial advisor

• Strategy and business plan review and fine tuning
• Review of the Virtu economics and key strengths
• Competitor analysis
• Analysis of core target markets and report
• Support in defining the go to market strategy
• Company valuation report
• Revision of the marketing material
• Capital raising with impact investors including Pommes D’Or Family Office

Testimonial

”Capital raising for early stage technology businesses can be extremely challenging, especially when with hardware based business models.  The team at EthicalFin were truly influential in the overall success of our capital raise campaign.  Their experienced and passionate management team dived deep in to the core aspects of the business, crystallising the strategy and supporting how it this was represented to investors.  It was a genuine pleasure working with EthicalFin at this critical phase of our business growth and we are excited to build our relationship with them as we continue to grow”.

Christopher Williams, CEO

Click for the press release

Area:      Corporate Finance
Type:      Strategic advisory, fund raising, business development
Date:      Jun 18
Sector:   Clean Tech / Solar thermal
Size:       £1.1m

Deal: Financial advisor

• Strategy and business plan review and fine tuning
• Review of the Virtu economics and key strengths
• Competitor analysis
• Analysis of core target markets and report
• Support in defining the go to market strategy
• Company valuation report
• Revision of the marketing material
• Capital raising with impact investors including Pommes D’Or Family Office

Testimonial

”Capital raising for early stage technology businesses can be extremely challenging, especially when with hardware based business models.  The team at EthicalFin were truly influential in the overall success of our capital raise campaign.  Their experienced and passionate management team dived deep in to the core aspects of the business, crystallising the strategy and supporting how it this was represented to investors.  It was a genuine pleasure working with EthicalFin at this critical phase of our business growth and we are excited to build our relationship with them as we continue to grow”.

Christopher Williams, CEO

Click for the press release

Area:      Corporate Finance
Type:      Strategic advisory, fund raising, business development
Date:      Jun 18
Sector:   Clean Tech / Solar thermal
Size:       £1.1m

Deal: Financial advisor

• Strategy and business plan review and fine tuning
• Review of the Virtu economics and key strengths
• Competitor analysis
• Analysis of core target markets and report
• Support in defining the go to market strategy
• Company valuation report
• Revision of the marketing material
• Capital raising with impact investors including Pommes D’Or Family Office

Testimonial

”Capital raising for early stage technology businesses can be extremely challenging, especially when with hardware based business models.  The team at EthicalFin were truly influential in the overall success of our capital raise campaign.  Their experienced and passionate management team dived deep in to the core aspects of the business, crystallising the strategy and supporting how it this was represented to investors.  It was a genuine pleasure working with EthicalFin at this critical phase of our business growth and we are excited to build our relationship with them as we continue to grow”.

Christopher Williams, CEO

Click for the press release

Area:      Corporate Finance
Type:      Strategic advisory, fund raising, business development
Date:      Jun 18
Sector:   Clean Tech / Solar thermal
Size:       £1.1m

Deal: Financial advisor

• Strategy and business plan review and fine tuning
• Review of the Virtu economics and key strengths
• Competitor analysis
• Analysis of core target markets and report
• Support in defining the go to market strategy
• Company valuation report
• Revision of the marketing material
• Capital raising with impact investors including Pommes D’Or Family Office

Testimonial

”Capital raising for early stage technology businesses can be extremely challenging, especially when with hardware based business models.  The team at EthicalFin were truly influential in the overall success of our capital raise campaign.  Their experienced and passionate management team dived deep in to the core aspects of the business, crystallising the strategy and supporting how it this was represented to investors.  It was a genuine pleasure working with EthicalFin at this critical phase of our business growth and we are excited to build our relationship with them as we continue to grow”.

Christopher Williams, CEO

Click for the press release

Area:      Corporate Finance
Type:      Sell side M&A
Date:      May 18
Sector:   Renewable energy  / solar asset management
Size:       Undisclosed
Deal:      Sell side advisor

• Strategy and business plan review and fine tuning
• Review of the Virtu economics and key strengths
• Competitor analysis
• Analysis of core target markets and report
• Support in defining the go to market strategy
• Company valuation report
• Revision of the marketing material

Capital raising with impact investors including Pommes D’Or Family Office

 

Testimonial

”EthicalFin helped us organize and run a competitive bid process for the sale of one of our Italian asset management companies. They proved to be a trustworthy and reliable advisor who delivered timely results and handled all processes with care and dedication”.

Aneliya Erdly, CEO Silver Ridge Power, LLC

 

Click to the press release

Area:      Corporate Finance
Type:      Strategic advisory
Date:      December 16
Sector:   Real estate / smart cities

Size:       N/A
Deal:      Strategic advisor

• Strategy and business plan review and fine tuning
• Strategic introductions to potential commercial partners

Institutional roadshow for potential investors

Area:      Corporate Finance
Type:      Fund Raising
Date:      Oct 15
Sector:   Sustainable real estate
Size:       Undisclosed
Deal:      Financial advisor

•  Assistance in defining the business model of NewCOh and in the business plan preparation

•  Support in identifying potential investors interested in investing in the company

•  Introduction of interested investors and support in the preparation of the meetings

•  Assistance in the coordination of the capital raising

•  Co-investing alongside the investor consistently with EthicalFin’s innovative approach

Testimonial

“EthicalFin is a company that boasts excellent relationship capabilities and that operates well in the nascent world of ethical finance and impact investment. What we appreciated the most is the ability to put in direct contact investors and entrepreneurs in this area, preparing the ground for fruitful exchanges and dialogue. EthicalFin is in fact an accelerator of opportunities while the transaction closing, although fostered and facilitated, remains in the hands of the interested parties.”

Nadia Simionato, General Manager

Area:      Corporate Finance
Type:     Strategic advisory
Date:      October 15
Sector:   Real estate / co-working

Size:       N/A
Deal:      Strategic advisor

• Strategic advisory and business model fine tuning
• Business planning at both corporate and real estate asset level
• Strategic introductions to potential commercial partners

 

Testimonial

“EthicalFin has assisted our group at a very significant time, when we have developed and strongly accelerated our flexible workspace business model; the team at EthicalFin have demonstrated high professional integrity, entrepreneurial passion and technical expertise. I have personally appreciated their ability to think out of the box and combine strategic thinking, financial structuring and real estate skills”.

Pietro Martani, CEO

Area:      Corporate Finance
Type:     Strategic advisory
Date:      April 15
Sector:   Real estate / co-working
Size:       N/A
Deal:      Strategic advisor

• Strategic advisory and business plan fine tuning
• Institutional roadshow for potential investors

 

Testimonial

“EthicalFin has assisted our group at a very significant time, when we have developed and strongly accelerated our flexible workspace business model; the team at EthicalFin have demonstrated high professional integrity, entrepreneurial passion and technical expertise. I have personally appreciated their ability to think out of the box and combine strategic thinking, financial structuring and real estate skills”.

PietroMartani, CEO

Area:   NPL
Type:   Sell-side advisor
Date:   Jun 18
Sector:   Italian unsecured corporate and residential loans
Size:   €5m GBV

• Update of the business plan for the portfolio
• Auction of the portfolio with potential investors
• Execution of the sale and purchase agreement

Area:      NPL
Type:      Co-investment
Date:      Dec 17
Sector:   Italian unsecured corporate and retail loans
Size:      €4m GBV 

• Origination of the opportunity
• Due diligence, valuation and roll up
• Pricing and negotiation
• Execution of the sale and purchase agreement
• Asset management
• Debt collection for the largest loans
• Co-investment

Area:      NPL
Type:      Advisory
Date:      Nov 17
Sector:   Italian unsecured corporate and retail loans
Size:      €5m GBV

• Servicer substitution
• Roll up and business plan
• Asset management and debt collection

Area:      NPL
Type:      Arranger
Date:      August2016
Sector:   Italian defaulted trade receivables
Size:      €2m GBV

• Portfolio valuation
• Support with documentation drafting and signing
• Execution of the sale and purchase agreement

Area:      Capital Markets
Type:      Securitisation
Date:      Aug 15
Sector:   Non Performing Loans
Size:       ~ €10m
Deal:       Arranger and Placement Agent

•  Identification of the opportunity

•  Arrangement of the securitisation transaction

•  Assistance in the definition of the recovery strategy

•  Identification of the potential investors

Area:     Investment Advisory
Type:     Round B
Date:     March 2017
Sector:  Impact investment / Food waste
Size:     £5.6m total round B closed

Area:     Investment Advisory
Type:     Fund set up
Date:     2016
Sector:  Impact investment / Renewal Energy brownfield solar parks
Size:      €200m target

[EthicalFin _i=”0″ _address=”3.52.3.0.0″ /][EthicalFin _i=”1″ _address=”3.52.3.0.1″ /]