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CAPITAL PLAN 2024: 3 Important Current Considerations!

by Dianna Raedle November 22, 2023

It’s November and January 2024 will shortly be here!  Part of year end planning should include budgeting time, money and resources for any 2024 plans.  It can be expected that the capital markets journey will likely take longer than in the recent past given current market conditions.

TimeNot only is the time for transaction execution longer now than in the past, but also a plan should include longer preparation time since most capital market participants will demand better and more complete information than in the past.
MoneyThe amount of money budgeted for 2024’s capital plan should include not only the direct cost of a capital transaction but also the longer time that it is likely to take (ie: budget for potential gaps between funding needs and funding availability).
ResourcesGiven the amount of time and money that will likely be required to complete a successful 2024 transaction, plan for an adequate type and number of resources with the right experience.  It is often wise to plan on short term advisory or consulting help when a capital plan is being considered so that no time or money is wasted.

Contact us if you or one of your clients is thinking about or has a capital opportunity and we can help increase successful outcomes.

Contact Us:

Deer Isle Group

info@deerislegroup.com

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Founded in 2007, Deer Isle is an innovative investment bank that equips capital market participants with the tools they need for transparent, seamless, and efficient capital markets transaction success.

Since our inception, we have facilitated over $5 billion in capital transactions through Deer Isle Capital, LLC—our FINRA-registered broker-dealer—for companies and funds across various security types, sectors, and geographies.

At the core of our approach are effective, unbundled capital solutions, offering expertise and guidance that can be customized to meet each client’s unique needs. Our services, available on an "as-needed" basis, include:

  • Strategic Capital ConsultingTM (“Outsourced Strategic CFO services, Deer Isle Executive Management/Board Bootcamp or Sprint”) to prepare for a capital or M&A transaction leveraging the Deer Isle proprietary AI enhanced 4 pillar capital framework and real-world experience.
  • Beacon (“Proprietary Technology”) offers White-label and Turnkey Capital Provider engagementwith customized content and data analyticsfrom a relevant subset from a universe of 17,000+ institutional (fiduciary) capital markets organizations/50,000+ institutional capital market people.
  • Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.