The SunMark Advantage

SunMark brings four essential skills to the task of capital raising, each critical in transforming a quality business and entrepreneur into a highly fundable enterprise that secures its capital needs:

            1) Preparation

            2) Presentation

            3) Negotiation

            4) Closing

1. Preparation:

The transaction will either succeed or fail in the preparation stage; this is not a “learn as you go” process. To this end, SunMark is the “tip of the spear”: SunMark must spend time with principals and the business to have a nuanced understanding of the project and hence articulate such in the materials. SunMark’s specific expertise includes:

• Analyzing funding prospects, capital requirements, exit strategies.

• Formulating funding / capital raising strategy.

• Drafting of a business plan: 4 color, engaging, concise.

• Preparing principals for funding process (to see the world and the business from the funding party’s perspective).

• Drafting Investor presentations.

• Writing the “One Pager” (this is the most critical and the last document created).

2. Presentation:

SunMark brings expertise in developing a concise, focused and effective presentation (telling the story with “luminous detail” rather than jargon or numbers). This assures the principal:

• Hits the major (and often counterintuitive) points which a capital provider expects;

• Appears in complete command of the business and process;

• Avoids “landmines”.

3. Negotiation:

SunMark has negotiated over 50 private equity transactions, joint ventures and partnerships, and is expert in steering the contentious issues which can torpedo a transaction (usually later rather than sooner) and subtly destroy long term value for the principals. SunMark also has unparalleled creativity in finding ways to take widely varying positions and fashion a workable transaction.

4. Closing:

SunMark brings all of its talents, experience and expertise to bear on one point: SunMark closes.