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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 a differentiated investment bank that empowers Capital Participants with the right tools to ensure transparent, smooth, and efficient direct capital markets outreach. Since our founding, we have successfully transacted over $5 billion in capital, through Deer Isle Capital, LLC (our FINRA registered broker/dealer), for companies and funds in a wide variety of security types, sectors, and geographies.  

The foundation of our approach is innovative unbundled capital capabilities, expertise, and guidance that are customizable depending upon our client’s requirements.  

Our services, available on an “as needed” basis include:

Strategic Capital ConsultingTM (“Deer Isle Bootcamp”) to prepare for a capital or M&A transaction including Strategic Capital PositioningTM, Strategic Capital Modeling, Due Diligence Preparation and Capital Markets Landscaping.

Beacon (“Proprietary Technology”) offers “Direct Issuance/Contact” capabilities, as well as Capital Markets Brand Building, which helps ensure capital markets success today and in the future from a relevant universe of 10,000+ institutional (fiduciary) capital markets organizations/45,000+ institutional capital markets people. 

Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.