Roseview Capital Partners

Approach | Services | Publications

At Roseview Capital, we begin every engagement with a comprehensive independent assessment of our client’s business and the people who manage it. Once we better understand the business model, goals and objectives, where it has been successful and where it has failed, we can help articulate our client’s story so that it resonates effectively with the financial community.

So much of what we do is about telling a story that is complete and compelling. We help articulate our client’s value in a way that is meaningful to the capital markets. Details are relayed so that each type of investor or lender understands our client’s information in the best possible light. Because we know the market and what the hot buttons are, we can address the issues comprehensively and in language the capital markets understand.

The partners at Roseview Capital are temperamentally suited to getting involved deeply with our clients’ businesses. We are problem solvers seeking imaginative, dynamic ways to help our clients create and/or capture value at a level of risk with which they can be comfortable. As a group, we are open minded, respectful of the issues and humble in our relationships, but at the same time, we have exceptionally strong opinions about what will work based on our partners’ years of experience, capabilities and characteristics:

operating experience as principals of complex organizations
deep and profound knowledge of the capital markets
extensive and varied transactional skills
true understanding of the players
innate ability for telling our clients’ stories to the financial community; and
empathy, patience and tenacity

Every Roseview assignment, regardless of size, is broken down into three phases:

360° Discovery: A thorough exploration of our client’s business plan and goals, financial and non-financial, through which we develop a more comprehensive understanding of your business.

At the conclusion of this phase, we present a variety of alternative courses of action that would likely achieve our client’s goals. If we agree that a transaction is viable, timely and optimal, we proceed to the capital transaction, shepherding our client all the way through the transaction - from term sheets to the final closing. If not, we are likely to offer ideas and strategies to optimize shareholder returns until a transaction, in one form or another, is more appropriate.
Investment package preparation: Following the 360° Discovery process and selected course of action, we prepare an in-depth financial and strategic analysis of our optimal approach. This analysis takes into consideration both an upside and a downside to ensure that no scenario is left unexamined.
Execution: Once the investment package is created, we access our resources, strategically manage the communication process, and provide continuous alternative structures until we close the capital transaction.