Not Business As Usual
Securing funding for future growth and reaching a successful exit are intense, long lead projects.
Before receiving MOUs, LOIs and negotiating terms, companies must get ready for the process or risk being caught unprepared, raising questions, causing delays and endangering the outcome.
Financial projections, scenarios, breakdowns and analyses; strategy rationalizations, business plans and market positioning; industry facts and trends; regulatory considerations, transaction marketing materials; leadership team backgrounds... – all these and more need to be fully understood and tell a consistent story in favor of an anticipated transaction.
Only then can the investment bankers come in to do their work effectively.
Who can identify, coordinate and perform all this work when resources are already stretched thin?
Transaction Readiness
We manage everything your company needs to be ready for prime time
Objectives Validation
We review the company's objectives & plans for the transaction, and assess them with regard to industry situation, company strategy, business plan, capital structure, recent performance, financials and other factors.
Narrative Development
We tie together trends in the industry, the business' competitive positioning, financial performance, strengths & strategy into a story that is credible, appealing and consistent with the transaction objectives.
Marketing Materials
We write and prepare a set of attractive documents (typically a teaser and a Confidential Investment Memorandum), rooted in the facts and logic of the narrative to support the company and its investment bankers in their solicitation of interest.
Financial Modeling
We refine financial models where necessary to support industry and/or financing metrics, scenario planning, valuation analysis, returns analysis, etc.
Preliminary Due-Diligence
We prepare the company to answer the questions and provide the materials necessary to allow an interested party to provide an LOI.
Management Presentation
We prepare and rehearse the company’s functional leadership team to successfully present the business to investors/acquirors and constructively answer their questions.
Meet (y)our Team
We started Silicon Road because we've seen founder- or family-owned and private-equity-backed companies leave value on the table in financing and exit transactions. There is a gap between what management can do and the financial/strategic solicitation and negotiation work of investment bankers. That's where we come in – to get everything ready for what may be the most crucial moment in the company's life.
We're a team of principals combining strategy consulting and investment banking pedigrees with real world operational experience. We understand what it takes to get things done in your company and how to leverage your team and transfer our skills.
Christine Heiss
Christine brings over 25 years of M&A and capital market investment banking, corporate development and strategic and financial advisory expertise. She has provided objective advice to executives and boards on capital raising, M&A, investment and financing transactions in addition to inorganic growth strategy and strategic planning.
Christine led corporate development teams for two global communication companies, SingTel and PLDT Groups, where she raised over $1B in capital and invested ~$2.5B, closing over 20 transactions. Christine led technology investment banking teams for Wedbush Morgan Securities and PwC Securities, advising clients on M&A and capital market transactions where she led or participated on over 50 transactions, including company sales, acquisitions, IPOs, follow-ons, debt financings, leveraged buyouts, spin-outs and fairness opinions. Christine is experienced in developed and emerging markets, diverse consumer and enterprise sectors, and serving on public and private company boards.
Duane Williams
Duane brings over 2 decades of experience as an executive, entrepreneur, investor and consultant with extensive technology, strategy, finance and operations expertise.
Since 2020, Duane launched a multi-strategy alternative investment fund and for four years prior to that he acted as CFO, CCO and COO of Voyager Innovations, a leading e-wallet, fintech and marketing platform where he developed and drove the transition from an incubator to operating company, grew revenue to $30M, and led a $215M investment by Tencent, GIC, IFC and KKR.
Formerly, Duane was a Senior Director of Global Partnerships for SAP, a Co-Founder of a macro-economic hedge fund and a Project Leader in the TMT practice of The Boston Consulting Group. Additionally, Duane co-founded and advised three start-ups, raising ~$150M.
Andrew Lobo
Andrew brings over 25 years combined practitioner and consulting experience, primarily in human resources leadership. Andrew, an expert facilitator, has advised clients ranging from start-ups to global multi-nationals and delivered projects on six continents. Select accomplishments include leading the development & implementation of a transformative business strategy for a large company, contributing to a doubling of share price within 18 months; and leading a people-centered operational transformation contributing to an increase in sales of 20% and EBITDA of 300%.
Prior to consulting, Andrew was CHRO for two PE-backed companies for seven years and worked in global roles for The Coca-Cola Company focused on talent acquisition and management, organization effectiveness and global HR transformation for 12 years.
Christoph Heiss
Christoph’s professional background is in marketing, business development and strategy. As an executive, entrepreneur and consultant, Christoph has worked on all aspects of the B2B sales funnel, from lead generation to conversion and up-sell. He combines his business experience and a passion for storytelling to develop clear, uniquely articulated and enticing investment narratives for our clients. Christoph is recognized for bringing a practical and useful approach to companies looking to strengthen brand positioning, customer targeting, and channel and go-to-market strategies.
Christoph was a consultant at the Boston Consulting Group, the marketing executive for Volkswagen’s North American financing business, and ran business development for the leading online car auction, OpenLane, when it was a startup. He has been part of three successful exits as an early employee and founder and has since consulted for companies ranging in size from seed-rounds to Airbus.
