Escalator Service - Performance to Date
The Escalator Service was initiated in November 2003. Performance is reported below for the period 1st July to 30th June for each year below and the running total for the Service since inception.
Running Total: July 1st 2005 till 30st June 2009
| Companies Completed Successful Deals | Number of Transactions | Amount $ for Completed Deals | Non-equity Deals Completed | |
|---|---|---|---|---|
| July 2005 to June 2006 | 32 | 40 | $24,537,785 | 4 |
| July 2006 to June 2007 | 34 | 38 | $15,146,858 | 5 |
| July 2007 to June 2008 |
27 |
46 | $23,619,750 | 2 |
| July 2008 to Dec 2008 | 15 |
17 |
$16,312,000 | 2 |
| July 2008 to June 2009 | 22 | 22 | $11,500,000 | - |
| Total | 130 | 163 | $91,116,393 |
13 |
Annual Performance: Highlights
July 1st 2008 to June 30th 2009
- 60 companies accepted for deal preparation and deal broking services.
- $7.2mil capital raised through direct equity, $2.0mil capital raised through indirect equity and $2.3mil raised in debt.
- 203 clients currently active in deal services.
- 132 Needs Assessments completed (analysis and feedback of deal opportunities by lead brokers/advisors)
- 196 initial investment profiles formally reviewed by the client services team.
- New range of specialised workshops developed and offered to companies
- 545 attendees at 64 Escalator Service investment related workshops and coaching sessions
July 1st 2007 to June 30th 2008
- 62 companies accepted and funded for Escalator Deal preparation and deal broking services
- Assisting these companies looking to raise $97.35mil from this years deal preparation budget
- 149 Needs Assessments (analysis and feedback of deal opportunities by lead brokers/advisors)
- 295 Initial Assessment applications for applicant clients.
- 211 attendees at 14 Tier One workshops
- 205 attendees at 16 Tier Two workshops
- 135 attendees at 11 Specialty workshops and coaching sessions
July 1st 2006 to June 30th 2007
- Over 30 active deals being prepared or at market
- Assisted 34 companies raise $15.266m and complete 5 non-equity deals via 38 transactions
- 183 Needs Assessments (analysis and feedback of deal opportunities by lead brokers/advisors)
- 332 Initial Assessment applications for applicant clients.
- 569 attendees at twelve Tier One workshops
July 1st 2005 to June 30th 2006
- Assisted 32 clients raise $24.5m
- Assisted 3 strategic partnerships and 1 licensing deal for 4 firms (2 firms raised both capital and completed a non-equity deal)
- 171 Business Needs Assessments (long analysis of businesses seeking a deal)
- 330 Current Position Analysis (short analysis of businesses seeking a deal) ***
- 423 Applications
- 286 attendees at 20 workshops
July 1st 2004 to June 30th 2005
- Assisted 25 clients raise $18.775m
- Assisted 3 clients complete 3 strategic partnerships (1 firm raised both capital and completed a non-equity deal)
- 146 Business Needs Assessments (long analysis of businesses seeking a deal)
- 303 Current Position Analysis (short analysis of businesses seeking a deal) ***
- 384 Applications
- 389 attendees at 35 workshops
November 1st 2003 to June 30th 2004
- Launch of the Escalator Service. No capital raised or non-equity deals completed however 30 companies were accepted for deal broking services
- 72 Business Needs Assessments (long analysis of businesses seeking a deal)
- 157 Current Position Analysis (short analysis of businesses seeking a deal) ***
- 237 Applications
- 237 attendees at 19 workshops
*** Current Position Analysis no longer offered through the Escalator Service