ROI Provides Services for Business Clients Looking to Raise Capital By Taking Private Companies Public Via Reverse Mergers
The addition of these new services comes as the firm adds several key members to the management team and partner network. "We've seen some great growth lately which has led to the expansion of our management team," says Nate Nead Managing Director with ROI. "Key management possesses skills that can help us expand this section of our business to meet market demand." The firm's new managing principals have participated in over 100 transactions wherein private firms have been taken public. "The experience of our partners and principles in this process will help us in maintaining our current growth trajectory for sometime."
ROI has traditionally worked solely with private companies with less than $200MM in annual revenue. This shift in focus should not only help existing clients, but should also help add new clients whose businesses may need additional add-on services after a private offering takes place.
"There are a number of vast misconceptions about taking private companies public," Nead says. "Often going public through a reverse takeover without an IPO has been a bit tarnished due to some of the deals done with foreign firms in China, Brazil and elsewhere. We intend to ensure all our deals are above board, fully-vetted and meet the needs of the investors brought in by our associated broker-dealers." Misconceptions surely do exist, but many of the misconceptions are founded on truth and can be avoided with the right due diligence process in place.
The company also recognizes and wishes to reiterate the risks associates with reverse merger transactions. "There are a number of key risks associated with these types of deals, but most of the issues can almost always be wholly eliminated with the right knowledge, expertise and deal structuring." The company hopes to help clients navigate the turbulent and often unchartered waters of taking their private businesses to the public markets.
Since 2009 ROI has worked with clients on various management consulting projects including custom-tailored solutions in marketing, finance and operations. The company typically helps navigate the process of fueling business growth with the right mix of all aspects of business management, but the principals have extensive experience in M&A consulting. The company is based in Bellevue, Washington.