Overview

 

 

 

 

 

BUSINESS PLANS

 

 

 Introduction

 

 

 Maximizing Valuation

 

 

 

 

 

VALUATIONS

 

 

 Sample Reports

 

 

 Rule 409A

 

 

 

 

 

GROWTH CAPITAL

 

 

 Venture Capital

 

 

 IPOs

 

 

 

 

 

SELL YOUR BUSINESS

 

 

 M&A

 

 

 Divestiture

 

 

 

 

 

USEFUL TOOLBOX

 

 

 Useful Links

 

 

 Capital Sources

 

 

 

 

 

ABOUT US

 

 

 Management

     Journal Articles
     Contact Us

 

 

 

 

 

Harvard Capital Group is a Los Angeles-based private investment bank, focused on private companies seeking $1 to $20 million private equity capital.  Our emphasis is Venture Capital, Angels, Private Placements, and Strategic Investors for clients ranging from startup to mezzanine (pre-IPO) financing.

 

As a private investment bank, we bring Wall Street expertise and Stanford/Harvard Business School precision to deals too small for the "bulge bracket" Wall Street firms.  We work with you in five steps:

  • Improve your strategic plan.

  • Optimize your capital structure and valuation.

  • Develop an effective offering memorandum.

  • Identify and approach investors.

  • Help in final negotiations.

Most of our clients have revenue from startup to $35 million.  This subgroup of companies is an under-serviced market, one which contains most American businesses.  It is also the group that has the fastest growth potential that savvy investors look for.  Simply put, our business is to accelerate our clients towards a higher value level, and to decrease the risks for incoming investors.  Properly done, this translates to less dilution and the ability to be more selective in choosing investors.

 

 

 

 

We can help you get the equity capital you need to grow your idea, whether it's Venture Capital for an biotechnology startup, or a private placement with a strategic partner for a manufacturing company.

 

In other instances, we can help prepare you for your initial public offering, acquire or merge, or even sell your company because its a perfect time.  If we don't think we can add extraordinary value, we decline the project.

 

We work with you to eliminate "anomalies," build on hot-button features, fine-tune strategies, and boldly restructure deals... all with a view to add value as measured by the client's objectives.

 


The Harvard Capital Group is a proud sponsor of both
the 2006 and 2007 ENTREPRENEURS CONFERENCES
organized by the Harvard Business School Association
of Orange County.  For more information, click here.

 

This website has “how-to” articles, links and referrals to increase the valuation of your company, and minimize dilution.  Be sure to bookmark our Entrepreneur's Toolbox, packed with resources just for you.  There, you'll find critical resources for high-tech CEOs:  "how-to" articles, networking support groups, and contact names to some of the best venture capitalists, attorneys, and bankers in the industry.

 

Because we work on smaller deals, we prefer clients that are within two hours of our backyard in Southern California, but we accept clients anywhere in the world where we can help maximize value.  If you want to get things started today, click here.

 

What We Do

 

 

What the Harvard Capital Group does is quite simple:  We focus on situations where there is an opportunity to effectively combine (i) human talent combined with (ii) technology (know-how or methodology) applied to a (iii) market (human problem that begs a solution).  Usually, the missing ingredient is capital.  The Harvard Capital Group defines and articulates your business ideas to investors, bringing in the missing component.

 


Our Typical Client Profile:

  • Privately-held corporation.

  • Current revenue under $35 million.

  • Startup to Mezzanine (pre-IPO) capital.

  • Proprietary technologies.

  • Enormous growth potential.

  • Possibility to dominate a niche.

  • Needs expansion capital yesterday.

Typical Transaction Size:

  • $1 to $20 million equity.

Typical Solutions:

  • Private placement.

  • Venture capital.

  • Strategic alliance.

Our Strengths:

  • Value-Added Strategic Planning.

  • Repositioning Company for Maximum Valuation.

  • Writing Business Plans & Placement Memoranda.

  • Streamlining Complex Strategies and Projects.

  • Identifying Best-Fit Investors and Structure.

  • Access to Capital.

Typical Process:

1.  Strategic analysis of company and industry.

2.  Restructuring business or organization to make more attractive to investors.

3.  Determine appropriate valuation and capital structure.

4.  Identify target investor type.

5.  Draft private placement memorandum.

6.  Approach investors.

7.  Close transaction.

8.  Post-transaction monitoring.

Typical Fee Structure (Equity Transactions):

  • Value-added retainer (usually $10K to $40K against measurable milestones).

  • Success fee (usually 6% to 10%).

  • Warrants and/or stock (structure varies).

Other Services:

  • Valuations (fair market value opinions).

  • Debt financing on referral basis.

  • Board membership; ongoing value added.
 

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