Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

DOCUMENT DESCRIPTION

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 [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Investment Vehicles & Deal Structure PDF document

Top Flevy Author [?]

Investment Vehicles & Deal Structure

Sold by Documents & Files (this author has 131 documents)

$39.99

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Organization, Change, & HR Strategy, Marketing, & Sales

It applies to All Industries

File Type: PDF (pdf)

File Size: 308.2 KB

Number of Pages: 30

Related Topic(s): Deal Structuring Entrepreneurship

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Apr 26, 2014

Ask the Author a Question

Must be logged in Click here to log in

CUSTOMER TESTIMONIALS

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.

I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.

Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.

Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."

– Roberto Pelliccia, Senior Executive in International Hospitality

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

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.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

Five Stages of Business Growth 25-slide PowerPoint deck $49.00 Author: LearnPPT Growth Strategy Maturity Model Entrepreneurship	How to Prepare a Business Plan 81-slide PowerPoint deck $49.99 Author: Documents & Files Business Plan Development Entrepreneurship	Lean Startup Canvas: Guide, Process and Tools 56-slide PowerPoint deck $59.00 Author: ILMAM - Strategy & Management Consulting Business Model Canvas Entrepreneurship	Key Considerations in Deal Structure 11-page PDF document $20.99 Author: Documents & Files M&A (Mergers & Acquisitions) Deal Structuring
Startup Ecosystem - Implementation Toolkit Excel workbook and supporting ZIP $249.00 Author: Gerard Blokdijk Entrepreneurship	Self-transformation Before Strategy of Startup 81-slide PowerPoint deck $50.00 Author: Dr. Stephen Sweid Entrepreneurship Self Improvement	Developing & Presenting Your Business Plan 61-slide PowerPoint deck $39.00 Author: tosime Business Plan Development Entrepreneurship	Facilitating SME Development & Indigenous Entrepreneurship 27-page PDF document $50.00 Author: consultfca Entrepreneurship
Sample Business Plan for a Startup Business 57-slide PowerPoint deck $29.99 Author: noelhan90 Entrepreneurship	Entrepreneurial Decision Making and the Effect on Business Models 21-page PDF document $30.00 Author: marijnmulders Decision Making Entrepreneurship	Starttrek: Questions Inspiring Startup Ideas 186-slide PowerPoint deck $20.00 Author: Dr. Stephen Sweid Entrepreneurship	IPO Readiness - Implementation Toolkit Excel workbook and supporting ZIP $249.00 Author: Gerard Blokdijk Entrepreneurship