Greenshoe is a Makati, Philippines-based boutique management consulting and financial advisory firm focused on helping companies identify their most promising revenue drivers, build on their competitive advantages, craft a compelling investment rationale, and find the investors best matched to their investment story.
Innovative approaches. Managed risks. That’s Greenshoe’s mantra. We focus on companies that are having difficulty communicating their business rationale or, for whatever reason, are being overlooked by investors, and we find compelling stories for them. We look for the edge, the competitive commercial angles that will provide them with compelling investment propositions. This is our starting point before we discuss capital raising strategies. This exercise provides us with a broader mindset in crafting investment structures that will make a financing work. This also enables us to identify all possible risks, so that they can be mitigated from the start. The result is a financing that works for all parties involved, and secures the investment from all major aspects of business risk.
Greenshoe is a capital markets term for the option to issue more securities when there’s greater investor demand, to further stabilize a company’s financial issuance. At Greenshoe Consulting, we‘re always looking for that angle that will create more interest in the client’s investment story, and opportunities for them to secure a “greenshoe”.
Greenshoe offers its clients a well-rounded suite of services, ranging from strategic planning to capital raising, to help them reach their economic and financial objectives.
Management Consulting
Long-term strategic consulting
Facilitation of strategic planning sessions
Preparation of business plan
Evaluation of strategic transaction alternatives
Crafting of investor marketing materials
Financial Advisory
Mergers and Acquisitions advisory
Valuation advisory
Investor matching
Loan placements with banks and private equity funds
Advisory on debt restructurings
Advisory on capital restructurings and recapitalizations
Greenshoe’s Expertise
Greenshoe’s primary objective is to provide its clients a banker mindset, and be their adviser and financial partner of choice for each growth milestone. We help Clients grow to their full potential, by matching them with the:
-Strategic options that optimize growth
-Right investors who understand and appreciate their growth story
-Financial plan that facilitates each stage of growth
We do this by assisting Clients with the following key tasks:
CREATE THE COMPANY’S LONG-TERM FINANCIAL PLAN
Identify quantifiable metrics that the client can use to monitor success in achieving their stated objectives.
Tie success in achieving these metrics to a long-term financial plan that takes their Company to the next level of growth. Greenshoe will provide menu of strategic options that can increase a Company’s value over time, potentially enabling the company to:
- Shift from bank loans to notes floated to local investors
- From Private issues to public offers; IPO
- From higher cost funds to lower cost funds
- From shorter term accommodations to longer, and more stable sources of financing
SELL THE INVESTMENT STORY
Greenshoe is expert in finding the economic opportunities and business drivers that will yield the best growth prospect. We can help clients identify and highlight the elements of their business that will yield the most optimum results in a financing.
Analysis/Break down of strategy into understandable components. We can help break down even the most difficult business problem, and distill the most complicated solution, to help clients make decisions in the most clear-minded manner.
Communicate the same to Investors and funders in highly compelling narratives. We can help clients deliver this message in the most effective way, to the targeted audience for the transaction.
MANAGE RISKS
Identify early on the risks/mitigants to a client’s business drivers, so these can be timely addressed, so their narrative story is achieved as planned and presented. As risk managers first and foremost, Greenshoe can use its expertise in risk management, and bring it to bear in advising clients as they do their strategy planning.
MATCH WITH APPROPRIATE LONG-TERM INVESTORS AND LENDERS
Match with funds and private investors who are already familiar with a client’s industry, and are the right funders for their current stage of growth. Greenshoe’s extensive network can find local investors who are in the best position to appreciate their growth story.
TIE INVESTOR COMMUNICATION WITH THE COMPANY’S BRAND
Help pattern the client’s investor messaging with the brand positioning they want to maintain. We can coordinate with marketing/PR advisers to deliver a consistent brand with client’s other media/communications efforts.
Use Greenshoe’s business expertise to help refine the client’s message, and tie success in building brand awareness to their long-term financial plan.
Greenshoe always puts client needs at the forefront. Our conviction is to only advocate for transactions and initiatives that make business sense for the client, and to potential investors, and to avoid those that do not add value, or contain risks that can’t be managed or mitigated. We pride ourselves on our unbiased, transparent, and personalized delivery of service, and we aim to be our clients’ long-term partner in strategy and corporate finance.
Michael Zapata
Michael Zapata established Greenshoe Consulting in 2022, with the goal of improving discourse and analysis at promising new ventures, and by their potential stakeholders. He started it after more than 25 years’ experience across corporate finance and project finance, bond and equity capital raising, leasing and credit management, financial institutions and treasury, business consulting and transaction advisory, debt workouts, investment banking and retail banking.
Zapata rounded out his experience in underwriting securities and arranging loans to government, listed and large corporates with providing advisory to middle market and startup companies, and introducing them to their first important investors. He has managed securities issuances, loan syndications, mergers and acquisitions mandates, and advised clients on strategic financial alternatives, deal structuring, capital raising options, and investor/partner search strategy.
Zapata previously worked at UCPB, where he was tasked with reactivating Investment Banking, organizing the team, establishing policies, and building deal flow. He also supervised the Financial Institutions function, and credit for Treasury investments. Prior to this, he was with RCBC Capital, where he was senior deal officer and treasurer, and with PNB Capital, where he managed deals and represented investors in project monitoring boards, and was for two years the Officer in Charge. He also worked as the Credit Manager of ADD Capital, a leasing firm in Canada, and worked with KPMG, where he worked on management consulting and financial advisory assignments in its Manila and Hong Kong offices. *
He earned his MBA at Fordham University’s Graduate Business School, undergrad in Political Economy at the University of Asia & the Pacific (formerly CRC). He is a CMA with ICMA Australia, and an SEC-licensed fixed income market salesman.
* Zapata currently works as consultant at ADB in project preparation and transaction advisory, putting this private consultancy practice on hold
Need help refocusing your business? Rationalizing organizational setup? Securing new sources of capital? Improving your financing terms? Assistance with your planned M&A or corporate development project? Let’s talk.
© 2022 Greenshoe Consulting
Greenshoe Consulting 