Information Memorandum for a Marina Resort in Central America
Background
A US based boutique private equity firm soliciting investment for a company involved in developing a luxury marina beach resort in Central America
Aranca Approach
Industry analysis to understand the dynamics of marina tourism, advice on proposed capital structures and draft a Private Placement Memorandum
Results
Our analysis helped the client understand the travel and tourism industry in Central America, evaluate the proposed capital structure under different scenarios and negotiate terms with shareholders
Ideate
Identify key trends in tourism industry affecting demand for marine resorts
Framework incorporating IRR analysis and sensitivity analysis to evaluate the impact of change in key drivers
Desk Research
Mapping of tourism market size, capital investments, spending, etc.
Identify key financial and operational drivers of a Marina Resort
Expert Interviews
Series of discussions with various management personnel to gain thorough understanding of key business insights and key financial drivers
Analysis
Prepared a detailed industry analysis and a dynamic spread sheet template for preparing a capital structure framework for the company