Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Investment Vehicles & Deal Structure   30-page PDF document
$39.99

Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Investment Vehicles & Deal Structure (30-page PDF document) Preview Image Log in to unlock full preview.
Arrow   Unlock all 11 preview images:   Login Register

Investment Vehicles & Deal Structure (PDF)

File Type: 30-page PDF document

$39.99

Add to Cart
  


BUY WITH CONFIDENCE

Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Trusted by over 10,000+ organizations.

DESCRIPTION

This product (Investment Vehicles & Deal Structure) is a 30-page PDF document, which you can download immediately upon purchase.

The objective of this document is to provide basic information regarding the various types of investment instruments that can be used to structure transactions. The goal is to create awareness of the standard securities, alternative investment structures, and the associated legal terms that can be used to better position XYZ to maximize returns as equity owners of a venture.

1 Equity (Stock)
Equity is ownership. Equity is what companies sell to investors to fund the company and what entrepreneurs retain to realize the value of what they have created. Equity represents the value of a company as a goingconcern. It is the most permanent form of investment in a company. Equity does not require repayment and sodoes not deplete company cash, as debt repayments do. Usually, equity takes the form of stock ownership (of which there are many variations) and carries with it certainrights the owner can exercise that are distinctive from rights secured by a note, debenture, or other debt instrument.

2 Derivatives
A derivative is a financial product that is based upon (or "derived" from) another product. Derivatives modifyrisk exposure by directly offset or hedging a position or by indirectly offsetting a position (i.e using a cross-hedge). They are also used for investment or speculative purposes.

3 Debt (?Bonds?)
Debt is defined as a sum owed by one party to another. The three largest issuers of debt are domestic corporations, municipal governments and the federal government. Each class features additional and significant differences. Each firm may sell different kinds of bonds: Some debt may be publicly placed, whereas other bonds might be privately placed ("private placement"). Some may be collateralized or secured by specific assets of a company, whereas other bonds might be unsecured. Depending on their objectives, borrowers differ in their preferences for raising debt capital. As a result, the distinctions among various types of issuers correspond closely to differences among bonds in yield, denomination, safety of principal, maturity, tax status, and other provisions such as call and put provisions and sinking fund.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Entrepreneurship, Deal Structuring PDF: Investment Vehicles & Deal Structure PDF (PDF) Document, Documents & Files


$39.99

Add to Cart
  

OVERVIEW

File Type: PDF pdf (PDF)
File Size: 308.2 KB
Number of Pages: 30


ABOUT THE AUTHOR

Author: Documents & Files
Additional documents from author: 130

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials




Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Entrepreneurship Deal Structuring Integrated Financial Model Growth Strategy ROI Private Equity M&A (Mergers & Acquisitions) Consulting Frameworks Fundraising Environmental Analysis Maturity Model Small Business Market Research Business Basics Strategy Development Henry Mintzberg Valuation Model Example Strategic Analysis Industry Analysis Competitive Analysis SWOT Augmented Reality Fourth Industrial Revolution Service Transformation Porter's Five Forces PowerPoint Diagrams Compilation Organizational Design Problem Solving Decision Making Corporate Board Shareholder Value Business Plan Development

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.