Oak Hill provides capital markets advisory services for growth companies in innovation sectors. We help clients identify and pursue strategic initiatives, devise strategies to enhance shareholder value, provide investor relations, and develop new ideas and deeper perspective regarding strategic assets based on established relationships with retail brokers, family offices and small cap funds.

Our team of highly qualified investment professionals have extensive experience across equity capital markets, equity research, portfolio management, institutional equity sales, and traditional investor relations – resulting in tailored and highly collaborative solutions for our clients.

 
 

Our Corporate Advisory team delivers high quality strategic advice and creative solutions to entrepreneurs and corporate clients. We are able to combine local and sector knowledge and expertise with the ability to provide deeper perspectives.

We help clients assess strategic options for mergers, acquisitions, divestitures, takeover defense and spin-offs and can assist clients with access to equity and debt capital markets, restructuring balance sheets and managing assets and liabilities. Oak Hill is able to deliver a complete solution to clients by offering capital management, product structuring, acquisition finance and capital raising advice.

The market for Initial Public Offerings and Reverse Take Overs has never been more complex or challenging. Our IPO & RTO Advisory practice provides end-to-end, turn-key solutions and strategies your organization needs through the going public process.

In the early stages of the process, we work with management to crystallize their equity story in anticipation of engaging banks, we develop a realistic timetable, assist in selecting and structuring underwriting groups, and aid in negotiating fees and structuring compensation.

Deeper in the process we assist in developing the marketing message, help to engage the research analyst community, advise on selecting the right execution market window and help to craft the marketing plan.

As our clients approach the marketing launch, we advise on valuation and go-to-market price range, advise on transaction size, filter the quality of the roadshow audience, monitor bookbuilding and develop strategies for optimal pricing, share allocations and aftermarket trading.

 

Marketed follow-on offerings can be fragile transactions – challenging to execute due to an actively traded currency and market’s ability to influence key variables. While the IPO is a quasi-negotiation about price, a follow-on will be a negotiation about price vs. demand vs. allocation in a setting where the price is a constant moving target. 

We aim to help issuers maximize price and investor quality by levering our ECM relationships and active deal flow to find the right window and execution strategy, drive roadshow tactics to focus on momentum, investor targeting, test and review allocations and provide unbiased views on how to best battle price sensitive limit orders.