Corporate Advisory Service
To achieve success in any business endeavor, it is necessary to combine vision and focus through practical strategies and realistic tactics. Utilize our firsthand experience and connections to aid in your exploration, planning, and execution. Let our team assists you in creating opportunities without waiting for them to come your way.
- Initial Public Offering (IPO)
- Rights Offering
- Repeat Public Offering (RPO)
- Initial Qualified Investor Offer (IQIO)
- Direct Listing
- Listing of Debt Securities
- Listing in the ATB Platform
Initial Public Offering (IPO)
Our assistance is offered to companies that possess good growth potential through an initial public offering. PLFSIL’s issue management services are the best way to assist clients in increasing company value and supply shares in capital market.
Clients who want to float an IPO can take advantage of LankaBangla Investments’ integrated corporate advisory and issue management services.
- IPO Readiness: Toassess market eligibility gaps, an IPO readiness assessment is conducted before the IPO.
- IPO Transformation: The transformation process before an IPO is focused on closing gaps and preparing infrastructure for both pre-IPO and post-IPO.
- Issue Management: Aservice that ensures the successful launch of an IPO and floatation through execution.
Rights Offering
If your company is looking to raise additional capital for expansion or financial obligations, the issue management team can aid you in providing existing shareholders with the option to buy extra shares.
Repeat Public Offering (RPO)
We aid companies that have already been listed in raising additional capital for growth and expansion by issuing additional shares through a repeat public offering.
Initial Qualified Investor Offer (IQIO)
We offer a full range of corporate advisory and issue management services to aspiring SMEs who are looking to raise funds on the exchanges SME platform.
Direct Listing
Our direct listing services are available for anyone who wants to list without increasing their paid-up capital. Companies with sufficient capital who want to be listed can avoid issuing new shares and diluting their existing ones through the direct listing route.
Listing of Debt Securities
We provideassistance to companies who want to finance large projects by issuing debt securities such as bonds, sukuk, and others. We conduct a thorough assessment, a robust process, and rigorous compliance to ensure the smooth listing of debt securities.
Listing in the ATB Platform
A new trading platform called Alternative Trading Board (ATB) has been launched by DSE, the prime brokerage in Bangladesh, to facilitate divestment and trading of non-listed securities. Our assistance comes in the form of helping companies sell their securities, facilitating price discovery, providing sufficient liquidity, and attracting foreign and local investment.
- Discretionary Portfolio
- Non – Discretionary Portfolio
Discretionary Portfolio
In the dynamic world of capital markets, handling investments has turned into a more complicated and time-consuming task for both companies and individuals to manage alone. To achieve successful investing, one must endure the burden of constantly monitoring vast amounts of financial data and market insights. To ease you from this ongoing challenge, we introduce our personalized discretionary portfolio management service, specifically tailored to meet your investment requirements.
Key Features
- Experienced investment managers will oversee your portfolio using their expertise and understanding of market trends.
- The investment strategy will be tailored specifically to achieve your unique goals and aspirations.
- Your behalf will ensure continual monitoring of all market-related data and information.
- Investment options will be selected based on your specific financial needs.
- Market movements will be predicted and analyzed with careful consideration.
- The investment approach will maintain a high level of professionalism, incorporating rigorous risk assessment.
- Your portfolio will be adjusted in response to market conditions and future forecasts.
Our discretionary service is also appropriate for businesses seeking to expand and diversify their assets via capital market investments in order to meet objectives such as:
- Acquiring resources for upcoming capital expansion and future working capital requirements.
- Accumulating funds to protect against potential future liabilities.
- Leveraging tax advantages by investing in the capital market.
- Broadening investment opportunities for foreign companies through Bangladesh’s capital market.
Non – Discretionary Portfolio
- You can independently decide when to buy and sell.
- Experience trading options in both the Dhaka and Chittagong Stock Exchanges.
- Obtain margin loans of up to 50% of your equity value at competitive interest rates.
- There are no limitations on withdrawing capital.
- PLFSIL will offer custodial services and manage the account if needed.
- No forced selling will occur without prior conversation.
- Bond Issuance
- Islamic Financing Solutions (Sukuk, Islamic Syndicated Loans)
- Preference Share Issuance
- Securitization (Asset/ Mortgage-Backed Securities)
- Private Equity & Venture Capital
- Divestment of Companies
- Loan Syndication
Bond Issuance
We recognize that the financing requirements of companies can vary significantly over time. By conducting a comprehensive evaluation and detailed analysis of your organization, our skilled arrangement team will create a cost-efficient bond structure customized for each specific issuance to reduce the risk of under subscription. Our offerings include managing issuances and arranging subscriptions for various fixed income securities, such as Zero Coupon Bonds, Coupon Bearing Bonds, Green Bonds, Perpetual Bonds, and Convertible Bonds. As a trusted Issue Manager in the sector, we guide you through the entire issuance process—from planning and pricing the issuance to selecting counterparties, submitting applications, addressing regulators’ inquiries, and obtaining final approval for issuance as well as fund disbursement.
Islamic Financing Solutions (Sukuk, Islamic Syndicated Loans)
At PLFS Investments, we are committed to developing products that comply with Sharia’a principles. Our objective is to offer financing solutions not only for clients aiming to secure funding in accordance with Islamic principles but also for corporations seeking asset-backed or partnership-based financing options. We recognize the necessity for a mature Islamic Capital Market in Bangladesh and are dedicated to creating robust financing frameworks that align with Islamic Financing Principles.
For clients interested in raising capital through Islamic Financing Solutions, PLFSIL will provide support with issue management and subscription arrangements. Our partner firms, which specialize in Sharia’a compliance analysis, structuring advice, and foreign investment facilitation, possess extensive experience in both onshore and offshore Sukuk issuances. Our Islamic Syndicated Loan services act as the Agent (Wakeel) for the syndicated lenders, identifying profitable and permissible ventures in Bangladesh.
Preference Share Issuance
Preference Shares offer the benefit of being a hybrid security, possessing features of both debt and equity instruments. For clients seeking a knowledgeable issue manager and arranger for preference share offerings, LBI’s seasoned specialists will collaborate with you to create, oversee, arrange, and implement the issuance on your behalf while delivering top-notch services. Being part of one of the largest financial groups in Bangladesh, we serve as the perfect intermediary to connect issuers with investors.
Securitization (Asset/ Mortgage-Backed Securities)
For some companies that possess substantial collateral-grade financial assets, securitization can serve as an appropriate method for obtaining long-term financing. Through the process of securitization, organizations gain funding by transferring the rights to cash flows produced by specific assets to a Trust or Special Purpose Vehicle (SPV), which then issues securities that are backed by those assets. Our team specializing in securitization will assist you throughout every stage of the process, from selecting the underlying assets to be securitized to establishing procedures for before and after issuance, as well as creating cash waterfall structures and managing the repayment of securities in accordance with the company’s anticipated cash flow.
Private Equity & Venture Capital
As Bangladesh continues to rapidly grow, the demand for funding from expanding businesses also increases. For these enterprises, conventional funding sources might not align with their specific needs. This is where LBI leverages its extensive experience in local and cross-border transactions, as well as its networks and pools of investors. Our investment banking team is supporting the developing Private Equity/Venture Capital landscape in Bangladesh and offers a comprehensive array of advisory and arrangement services for both buyers and sellers.
Companies looking for alternative equity investments can be confident that our advisory team will deliver the finest service, which includes:
- Evaluation of Preparedness: To ensure your company successfully secures the necessary funding from investors, a thorough pre-assessment of the organization is essential. Our investment banking team will conduct a comprehensive evaluation of your company, which includes examining the current corporate status, business situation, financial condition, and corporate structure, while aligning the future business strategy and projections to develop a solution that prepares your company to operate at its best. By considering the needs and operational strategy of your business, the advisory team will help the company effectively obtain the required investments.
- Advisory on Restructuring:For knowledgeable guidance on restructuring, our skilled advisory team is at your service. We offer a range of advisory services specifically designed for restructuring ahead of engaging with potential investors, including financial modeling and forecasting, valuation, and the evaluation of the best capital structure in situations requiring both debt and equity funding from the company. Restructuring may also entail advising our clients on the most effective structures and solutions needed before or after the investment, depending on the requirements of the company or the investor.
- Structuring Equity Offering:For companies seeking to secure equity financing, it is crucial to identify the ideal equity structure and gain a comprehensive understanding of the business and the effects that raising equity will have on current shareholders. Drawing from our experience with distinctive cases across various sectors, our advisory specialists will design the equity offering to align with your goals and enhance the likelihood of successfully raising equity.
- Pitching to Foreign/ Local Investors: Our extensive network spanning multiple industries and countries equips us with effective sourcing and coordination abilities to attract investors interested in your business. We offer a variety of services, including the creation of pitch materials for prospective investors, contacting investor groups to initiate dialogue, and ultimately garnering interest from potential backers.
- Transaction Designing & Execution: We recognize that every business has unique operational requirements, leading to varying financing needs. At LBI, our experienced team will assess your company’s requirements and tailor transactions to fit. This involves choosing the right financial instrument, such as standard equity or ordinary shares, convertible securities, or a mix of these; helping define the terms of the deal; gathering and finalizing the term sheet; and finally, providing assistance in executing the final agreements.
- Post Investment Advisory & Compliance: LBI’s comprehensive Private Equity and Venture Capital offerings also encompass post-investment advisory and compliance services, which involve support for regulatory compliance, RJSC compliance, and more.
Divestment of Companies
For certain firms, divesting subsidiary assets, investments, or company divisions can enhance the overall value of the parent organization. In some instances, companies might opt to divest because of legal obligations or to follow a specific business strategy. Considering the different reasons for divestment, LBI offers a range of services to help clients achieve their business, social, or financial objectives related to the divestment.
Loan Syndication
The investment banking team offers a vast range of experience in structuring and arranging ideal debt financing across various sectors in Bangladesh. Our extensive multi-industry network equips us with strong capabilities for sourcing and arranging debt. Our specialists will help you design the structure of the syndicated loan by setting market-standard terms and conditions, pitching to lenders, addressing CRM inquiries, coordinating additional participants for the syndication, and managing the disbursement process of the syndicated loan. For international loans, PLFSIL will collaborate with foreign banks and development finance institutions, as well as establish a reputable Senior Lender to act as the Agent Bank for the overall issuance.
Our Syndication Services include:
- Loan Syndication
- Fully-Collateralized Loan Syndication
- Issuance of Commercial Paper
- Funding for Projects (Greenfield & Brownfield)
- Arranging Debt with Export Credit Agencies and DFIs
- Restructuring and Refinancing of Debt
- Valuation Services
- Corporate Restructuring
- Project Feasibility Analysis
- Corporate Governance Structuring
- Financial Reporting Advisory
- Business Turnaround
- Employee Stock Option Plan (ESOP) Designing
- IPO Feasibility
- IPO Readiness
- Post-IPO Services
Valuation Services
Valuation services for various situations can be provided by PLFSIL with their extensive experience and expertise. We use our diverse sectoral hands-on work experiences to provide companies with valuation services for acquisition purposes, regulatory requirements including investment repatriation, or any other necessary requirements.
Corporate Restructuring
As companies expand in scale and activities, the intricacy of challenges that could hinder their performance also increases, necessitating operational or financial reorganization. Frequently, the most effective resolution to these challenges may not be obvious and calls for the expertise of experienced professionals.
At PLFSIL, our team of corporate advisory specialists will carefully evaluate your business to pinpoint any restricting elements and develop a customized solution that suits your needs. This solution encompasses a blend of advisory and structuring services, including mergers and acquisitions, capital reductions, leveraged buyouts, spin-offs, divestitures, as well as recapitalization through private equity and debt arrangements, among others.
Project Feasibility Analysis
Guaranteeing that a proposed project will be both successful and economically sustainable, as well as obtaining the necessary approval from regulatory bodies, necessitates a thorough evaluation of the project’s business model, intended markets and customers, geopolitical landscape, socioeconomic conditions, the industry in which it functions, along with the project’s financial soundness.
The advisory team at PLFSIL will perform a comprehensive analysis of your project’s viability, emphasizing its strengths and strategically mitigating its weaknesses, while paying close attention to the project’s goals and objectives in order to evaluate its market feasibility.
Corporate Governance Structuring
We help companies to arrange its inside structure to meet the necessities of the corporate administration system authorized by the regulators.
Financial Reporting Advisory
We offer in-depth and total monetary arrangement which incorporate counsel, direction and benefit to backer of the securities, particularly in guaranteeing compliance related to financial disclosure prerequisites.
Business Turnaround
Our experts will assist you in overcoming financial or operational obstacles and enhancing performance. We assist you in managing stakeholder communications and comprehending the intricate web of borrowers, lenders, and shareholders so you can remain ahead of the issues and make the best choices to bring your company back from a crisis.
Additionally, we help listed companies who are currently trading on the OTC market move to the main market or the SME platform.
Designing an Employee Stock Option Plan (ESOP)
Employee Stock Option Plans (ESOPs) are widely used by employers who wish to foster a sense of ownership among staff members, draw in and keep new hires, and optimize shareholder value by balancing the interests of the employees with the company’s long-term goals. Our expert with practical experience can assist you in creating an ESOP plan that is as flexible as possible and compliant with the law.
IPO Viability
Given the core characteristics of your business, such as its management and business model, market size and growth potential, financial history, and shareholder goals, we assess the viability of an IPO.
IPO Preparedness
We developed our IPO assessment program using our combined years of experience working on IPOs. It is a thorough evaluation process that covers every aspect of your company to give you peace of mind and fully prepare you for a successful IPO.
We will collaborate closely with you to address the shortcomings found in the readiness evaluation. Together, we will put into practice a methodical, step-by-step solution to the financial, regulatory, and other concerns brought up, and we will help you change your business well before the IPO itself.
By taking care of these issues before the IPO process gets intense, you can make sure that everything goes as planned, that there is as little disruption to the company as possible, and that the value is the main focus.
Post-IPO Services
Going from a non-listed to a listed company is a process that can have a profound impact on any organization and will continue long after the listing itself.
The journey to value in an IPO is made easier with our post-issue services.
Transaction Advisory
- Transaction Services
- FDI Advisory Services (Inward and Outward FDI)
- Services for Repatriation
Transaction Services
With years of experience, PLFSIL has become one of the trustworthy providers of transaction advisory services. Through our years of experience working on unique cases, our team offers a transaction advisory service that meets our clients’ objectives end-to-end. Transaction advisory services can include due diligence, transaction readiness (acquisition or exit), or financial modeling, strategy formulation, transaction structuring, advise on legal and corporate structuring, initiation and negotiation and post transaction compliance based on the client’s needs. Our expertise has made us the go-to destination for all transaction advisory needs of our clients.
FDI Advisory Services (Inward and Outward FDI)
Navigating the complexities of entering a new country can be challenging, especially considering the variations in laws, regulations, and various economic and political contexts. Whether you are an international firm seeking to capitalize on the diverse opportunities available in Bangladesh, or a domestic business aiming to broaden your reach into appealing foreign markets, our knowledgeable advisory team will be your reliable ally throughout the investment process. From evaluating the market for potential opportunities to crafting the most effective entry strategy, and providing guidance on operational and exit plans, our team is committed to delivering bespoke solutions, ensuring that your entry and operations in any market are efficient and seamless.
FDI Advisory can be divided into three components:
- We provide inward FDI services to help our local clients obtain foreign direct investment.
- Our inward FDI services support foreign clients in identifying and accessing potential investment opportunities, conducting due diligence, structuring their investments and instruments, navigating legal and regulatory matters, as well as managing investment closures and post-compliance processes.
- We offer outward FDI services that assist local companies in exploring international markets and making foreign direct investments abroad.
Assistance for Repatriation
Bangladesh, as a rapidly developing nation, presents attractive investment and return prospects for foreign investors. However, for this reason, the country must ensure it maintains sufficient foreign currency reserves. Consequently, it has established certain measures and guidelines when a foreign investor seeks to repatriate its investment proceeds from a non-listed entity. While these guidelines are designed to facilitate a smooth repatriation process for foreign investors, navigating the exit from the country can still be challenging. For foreign investors in need of customized repatriation advisory services, PLFSIL provides a wide array of repatriation services, encompassing advisory support for entire transactions and valuation services for repatriation as mandated by the regulatory authority.
Mergers and Acquisitions
- Mergers & Acquisitions Advisory
- Demerger & Reverse Merger
- Services in Substantial Share Acquisition
Mergers & Acquisitions Advisory
Mergers and Acquisitions (M&A) often entail intricate transactions that necessitate the specialized knowledge and attention of professionals experienced in managing M&A cases. Additionally, M&A demands strong collaboration among various stakeholders. The processes involved, from due diligence and valuation to structuring and finalizing the project, can become somewhat confusing for companies. This is where PLFSIL steps in – PLFSIL serves as a reliable and knowledgeable partner for its clients, effectively managing M&A projects in a highly efficient manner. With a track record of successfully completing significant M&A transactions, our team possesses the expertise and industry insight needed to fulfill your needs.
Demerger & Reverse Merger
In certain situations, concentrating on the essential strengths of a company and separating one or more divisions can create greater value and fulfill the objectives of the board and management. As new generations assume leadership roles, they introduce fresh concepts and methods of operation, which may necessitate demergers, spin-offs, divestitures, and reverse mergers. Our advisory team excels at identifying the needs of companies with numerous business units and offers optimal solutions to enhance value and meet the companies’ requirements.
Services in Substantial Share Acquisition
Typically associated with publicly traded companies, Substantial Share Acquisitions encompass a series of intricate procedures involving multiple stakeholders, such as regulators and legal entities. LBI offers its extensive experience and knowledge in substantial share acquisition advisory for both buy-side and sell-side transactions. In conjunction with its sister companies, LankaBangla Securities PLC—the country’s premier brokerage—and LankaBangla Asset Management Company Limited, LBI can deliver distinctive and comprehensive solutions to its clients.
