Investment Banking, Analysis and Portfolio Management Concepts Directory (Za to Zz)

The framework for the directory is being set up.
Knols on invidual concepts will be prepared over a period of time. More concepts will be added.
Readers are invited to add more concepts. Any material on the concepts may please be sent to kvssnrao50 (@) gmail.com

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Private Equity - Placement Process

Once the company has decided to seek private equity, the first step will be the preparation of a detailed business plan or private placement memorandum ("PPM") that describes the Company's business and operations, summarizes its business strategy, describes the relevant market, includes financial statements and detailed financial projections.

• The due diligence review is essential to formulating a valuation by potential investors. It involves verifying the assets, liabilities and contractual obligations (including any existing or potential contingent liabilities) and financial condition of the company.

Typically, after a potential investor has performed due diligence and has indicated a serious interest in making an investment, the parties will want to negotiate a term sheet or equivalent letter of intent which sets forth, in detail, the principal terms and conditions on which the investment will be made.


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American Depository Receipts

A depository receipt is a security that represents ownership in a foreign security.

They provide opportunity for investors in a country to trade or transact on their domestic stock exchanges a security whose underlying is a foreign security. They have the benefit of trading the instrument through their familiar broker in the same way they trade their country's securities.

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