"Stratis' merchant Banking business deploys the firm's capital, alongside that of trusted partners, in investment opportunities worldwide. "
Our investing philosophy is underpinned by long-term relationships with clients built on the providing fundamentally sound investment advice, helping them to raise capital and, from time to time, investing alongside them. This approach has contributed to the successful development of our firm and our clients.
We advise and invest with successful entrepreneurs, creating relationships in which interests are fully aligned. We see ourselves as an active shareholder ready to deploy Stratis' "investment moxie", skills and experience for the benefit of the companies in our portfolio.
Significant business change caused by succession or liquidity requirements can only be facilitated via sound advice and capital . We provide an objective review of the current financing strategy, assess needs, prepare financial models and information packages, and represent our clients when dealing with institutional debt and equity providers. Stratis' has successfully led multiple MBO, shareholder recapitalization, and acquisition advisory mandates in various sectors. An idea or plan is just that without the capital to back it up and to this end Stratis' brings it world-wide network of capital providers to bear on companies seeking financing.
Stratis Capital provides comprehensive financing services including:
Raising capital for growth, liquidity, recapitalizations and acquisitions; Restructuring debt to improve working capital, financing terms, cash flow; and strategic financial advice including shareholder value optimization strategies.
We take accounts on an advisory or performance-incentive basis. All portfolios are managed with the preferences and concerns of the individual being of the utmost importance when investment decisions or recommendations are made. Clients can trust Stratis to exercise strict objectivity in the selection of investments. We do not underwrite securities, and our policy is never to sell portfolio clients from the firm's inventory nor to buy from portfolio clients for the firm's inventory.
Electing to divest of a business represent a highly emotional time for all entrepreneurs. Navigating this transition, providing the support required and representing the objective black hat in the negotiation process, Stratis Capital will manage the M&A process to create a successful outcome accounting for the financial and non-financial goals of the vendor. A properly run process will in all cases optimize value and provide maximum optionality and flexibility. Stratis' M&A services include: