Increasing competition along with economic risks are increasing the demand for professional investment consulting services.

These services are becoming increasingly important for projects initiated by both large private companies and government agencies.

Investment consulting include, but are not limited to:

• Development and comprehensive support of the investment project.
• In-depth analysis and assessment of the effectiveness of a business project.
• Fundraising and consulting on instruments for raising capital.

Each of these services affects the investment activities of the business, based on the use of special consulting technologies that can increase the likelihood of project success.

Implementation of large projects on the basis of intuition no longer corresponds to economic realities and cannot meet the growing demands of business in the context of globalization and entry into world markets.

As doing business in many industries today faces increasing competition for capital, fundraising has become an important element of investment consulting.

Fundraising as a comprehensive service includes the following:

• Search for potential investors and lenders.
• Development of a high-quality presentation of the project.
• Effective communications with major capital providers.
• Modeling and forecasting cash flows.
• Financial guarantees, etc.

Today, the key task of an investment consultant is to create mechanisms to ensure that the interests of the project participants are met in the long term.

Professional services in this context help companies to prevent severe financial or reputational losses by ensuring that the investment agreement is adequately structured and financial flows are properly managed.

BANCROFT PARTNERS Investment Group has a long history of financing large investment projects around the world, including Spain and the EU, Latin America, the Middle East, East Asia and Africa.

We are ready to provide you with advanced investment consulting services for projects in mechanical engineering, mining and processing of minerals, conventional and renewable energy, oil and gas sector, agriculture, real estate and other sectors.

Investment consulting services for medium and large businesses

This type of service can be viewed from two sides, depending on the type of client and his interests.

From the point of view of real sector companies, investment consulting is focused on finding and attracting financing for investment projects. From the point of view of a potential investor, these services represent a professional search, formation and management of an investment portfolio that best suits the profile of a particular investor.

In this section, we consider investment consulting from the point of view of a large business that needs to attract financing and manage financial flows in the framework of investment projects.

If you are interested in financing your project in the EU or abroad, contact the experts of BANCROFT PARTNERS Investment Group for more information.

Definition

The enlargement and increasing complexity of investment projects, the improvement of structuring and project financing technologies require company managers to better understand the potential and risks of innovative forms of financing, the specifics of interaction with different investors, ensuring the commercial interests of project participants, and more. In the 21st century, even large companies are often unable to ensure the high quality of investment processes on their own.

These companies, along with government agencies and other players, are driving the demand for consulting.

Against this background, investment consulting services are becoming a valuable tool for increasing the competitiveness and efficiency of companies by using advanced methods, investment design technologies, organizing and managing investment activities, managing financial flows, etc.

Investment consulting can be defined as the process of providing professional services / advice to a business on the development, selection and application of the best option for a project, fundraising and achieving target financial indicators.

Objectives and scope of consulting services

Elements of a comprehensive investment consulting service can sometimes be provided to customers as separate services.

In global practice, the most demanded services are:

1. Pre-investment research.
2. Development and evaluation of an investment proposal.
3. Development and evaluation of a business plan.
4. Modeling the financial flows of the project.
5. Analysis of business opportunities, risks and vulnerabilities.
6. Development of a financial model.
7. Project presentation.

An important role in this context is played by numerous related services, including the approval of an investment project in local authorities, obtaining licenses, developing technical documentation, and the like.

The goals of hiring external experts can be to obtain an objective assessment of the situation, to professionally solve specific project problems, as well as to help businesses in critical situations. Some European financiers identify so-called “resource consultants” (specialists who suggest what to change in a project) and “process consultants” (specialists who suggest how to change certain aspects of a project and teach clients to solve problems).

Analysis of the structure of services of consulting companies specializing in large business allows us to highlight the most important areas of work of corporate investment consultants.

This includes the following:

• Minimization of risks for participants in a project, including planning, assessment, analysis and support for the implementation of investments.

• Ensuring effective communication, which consists in a clear dialogue between the business owner and its investors and other capital providers.

• Engineering services, which include technical improvement of project components in order to achieve the best result for the participants.

Our team of experts with over 20 years of experience in project financing is ready to solve any problems that arise during the investment process.

Contact BANCROFT PARTNERS representatives to find out more.

Investment consulting demand

In recent years, the global demand for investment consulting services has been growing at the expense of SMEs, large businesses, banks and government agencies.

Although the relative share of SMEs in the demand structure has increased, large and expensive projects are certainly being implemented with the participation of multinational companies and governments.

Such services as the search for investment objects that meet certain requirements, Due Diligence and a comprehensive assessment of the project’s effectiveness, as well as legal support, are becoming more and more relevant for investors. The initiators of large projects are primarily interested in the development of a financial model / business plan, preparation of project documentation for investors, search and attraction of funding sources, determination of the most appropriate resource use schemes.

Such services in the context of large investment projects are quite expensive, since they require consulting companies to use advanced techniques, experience, knowledge and business contacts.

Classification of investment consulting services

Leading financial experts view investment consulting as an element of strategic business consulting.

A number of international companies include it in the list of financial consulting services, which is logical. On the other hand, some consulting firms are moving business planning or financial modeling beyond investment consulting services.

Investment consulting is associated with the implementation of projects in the real sector of the economy (although this does not at all exclude the use of securities for financing), while stock consulting focuses on financial investments.