Market Entry Program

Client’s profile

A successful shipping company, which greatly scaled up its tanker traffic thanks to the sharp increase in crude oil prices between 2009 and 2014, plans to acquire a new fleet over the next three years. For this reason, its CFO recommended to the CEO (majority shareholder and Executive Chair) to explore a deeper market knowledge, develop a wider network of institutional investors, as well as expand their compliance capabilities with applicable regulations and best corporate governance practices. The latter with the purpose of having a more competitive capital structure to fund the purchase of tankers at a lower cost, without pressuring the company’s cash flows.

Mandate

On recommendation by a client of IRStrat, the company contracted the Market-entry Program solution, with the mandate to assist in defining the optimal instrument to be issued and the most effective go-to-market strategy, as well as develop the capabilities necessary in the company to execute the placement.

Solution

Strategy

IRStrat performs an initial assessment of the client's issuance capabilities, then, using the collected information, makes an ad hoc checklist of the objectives to be achieved, and defines the work schedule best suited for the company’s regular activities.

Our team, working with the senior management, begins to develop the company’s investment thesis, history and competitive advantage, and design the IR department’s structure and map the financial reporting functions.

Tactic
Results