top of page

OUR SERVICES

TAG Investment Bankers provides tailored financial services for businesses seeking valuations, investor readiness, strategic capital partners, and capital market solutions.

Company Valuation

Why It Matters:

Essential for fundraising, M&A, and business strategy.

Our Methodology:
We use a combination of methodologies to generate a precise and defensible valuation:

  • Relative Valuation – Benchmarking against peer companies using EV/sales and EV/EBITDA ratios from listed and private companies.

  • Discounted Cash Flow (DCF) – Forecasting 5–10 years of future cash flows, applying a terminal growth rate to determine present value.

  • Capital Asset Pricing Model (CAPM) – Comparing return on assets with cost of capital to assess business value.

  • Final Valuation – An unweighted average of multiple methodologies to ensure a robust and balanced valuation.

Outcome: A comprehensive valuation that enhances credibility in investor discussions, fundraising, and M&A negotiations.

Company Valuation.webp
Product Valuation.webp

Product Valuation

Optimizing Pricing & Market Positioning
  • Proof of Concept: Validating feasibility.

  • Market Size Analysis: Identifying addressable opportunities.

  • Financial Sustainability: Aligning pricing models with long-term profitability.

Conducted by Chris Wickham ASIP, CEFA – an industry-recognized investment analyst with extensive experience at major US investment banks.

Outcome: Data-backed pricing strategies that optimize revenue and market positioning.

Investor Preparation & Due Diligence

Ensuring Investor Readiness
  • Financial & Operational Audits – Identifying risks and optimizing investor appeal.

  • Market Evaluations & Competitive Positioning – Strengthening your investment case.

  • Legal & Regulatory Compliance – Ensuring all documentation meets US, UK, and EU standards.

Outcome: A compelling and investor-ready business profile.

Investor.webp
Security.webp

Security Token Issuance & Listing

Bridging Traditional Finance & Blockchain
  • Howey Test Compliance – Ensuring tokens meet SEC regulations.

  • Filing & Disclosures – Preparing legal documentation for token issuance.

  • Exchange Listings – Securing placement on regulated exchanges in the US and UK.

Outcome: A secure, legally compliant blockchain-based funding strategy.

Capital Market Services

Navigating Public & Private Investment Pathways
  • SPAC & Reverse Mergers: Fast-tracking companies to public listings.

  • IPO Assistance: Full-service IPO support in the US and Europe.

Outcome: Strategic public listing solutions that maximize valuation and investor confidence.

Capital Market.webp
Sale Prospectus.webp

Sale Prospectus for Shares, Bonds & Tokens

TAG's Legal & Financial Structuring
  • Our Legal Department prepares all relevant sale prospectuses under US, UK, and EU regulations.

  • Ensuring compliance for shares, bonds, and digital securities.

Outcome: Properly structured investment offerings that meet regulatory requirements.

OTC Reverse Mergers

TAG's Alternative Public Listing Solutions
  • For companies seeking US market entry without a lengthy IPO process.

  • Leveraging clean OTC shells to facilitate fast-track listings.

Outcome: A cost-effective and streamlined path to becoming a publicly traded company.

OTC Reverse Mergers.webp
IPO Assistance.webp

IPO Assistance (US, UK, EU)

TAG's Global IPO Expertise
  • Comprehensive IPO preparation for US, UK, France, Netherlands, and Sweden.

  • Regulatory compliance, investor roadshows, and underwriter connections.

Outcome: A structured and efficient IPO launch strategy.

Why Choose TAG?

Excellence 500px.webp

95%

Client Satisfaction Rate

Companies 500px.webp

$2B+

in Valuations Conducted

Partnerships 500px.webp

10+

IPOs & SPAC Mergers Facilitated

Secure Your Valuation & Capital Market Strategy
bottom of page