Emerging Companies Services

Your passion and ingenuity can take you further when combined with clear and accurate financial insights.

REMAIN FOCUSED ON THE BIG PICTURE

As an emerging company, you require services tailored to match the goals, needs, and budget of an early stage business. From start-up, through growth, fundraising, and capital markets or liquidity events, a full spectrum of financial services can help meet the challenges posed by rapid growth.

Marcum’s team of advisors deliver actionable insights gained over years of experience advising successful early-stage and high-growth companies.

WHO WE SERVE

Marcum’s Emerging Companies group works with companies in a broad range of industries, from software and IT enterprises to clean energy, and advanced manufacturing, to deliver customized services and qualified guidance for each client’s unique circumstance, sector, and strategy. For more information, ask Marcum.

FUELING YOUR GROWTH

Marcum’s experience in finance and business, extensive national networks, and broadly specialized team of business advisors can help you:

Enhance credibility with investors and board of directors.
Employ strategic financial planning to maximize value realization for investors.
Focus management on technology, development, and commercialization.
Achieve capital adequacy through effective fundraising.
Conserve capital resources through effective outsourcing.
Deliver senior, experienced advice and perspective to stakeholders.
Ensure service continuity from start-up through exit.
Connect to an extensive network of professionals and clients.

FINANCIAL PLANNING AND ANALYSIS

Marcum professionals draw on the latest industry data and a deep analysis of your business to help businesses:

Prepare forward-looking financial statements for business planning, valuation, banking, equity fundraising, and exit planning efforts.
Develop operating budgets and detailed projections – including for balance sheets, income statements, cash flows, covenant calculations, and key performance indicators.
Manage expenses, cash-burn rate, and runway.
Compare budgets and projections to results and generate analyses that help management improve performance toward goals.

FINANCIAL STRATEGY DEVELOPMENT

Marcum’s guidance will account for your business goals, industry, and operational advantages. After getting to know your business we can help you:

Create financing strategies that support your growth while reflecting the values and interests of founders, investors, team members, lenders, customers, and suppliers.
Design effective profit and cash flow strategies that align with business requirements and growth objectives.
Develop sources of financing (including commercial banks, private equity, angel and venture capital firms, and strategic investors) and allocate resources appropriately as funding is realized.
Coordinate capital raise with initiatives to value-creating milestones and deliverables.
Promote and support exit strategies (including business sale, transfers, long-term operation, and public offerings, among others) that align with stakeholder goals.

FUNDRAISING PLANNING AND EXECUTION

We demystify fundraising by providing concrete guidance based on years of experience. Our professionals can help you:

Plan and coordinate fundraising efforts with the aim of efficiently and successfully closing funding rounds.
Create financial projections, pitches, presentations, current and future valuation models, identify and qualify prospective investors, connect with prospective lending institutions.
Optimize fundraising initiatives already in progress by managing virtual data rooms, modeling capitalization tables, analyzing and structuring term sheets, and more.