Benson Oak
An Investment Banking Company
Approach & Benefits
Benson Oak's approach to investment banking is to tailor its services to each client's needs and objectives. Significant resources are dedicated to each client in order to understand its business, requirements and capabilities. Benson Oak often works with clients on a repeat basis, developing a long-term relationship and helping execute a client's financial strategy over several years.
Through its working relationships and contacts with a wide range of financial institutions, financial investors and local corporates, Benson Oak is well placed to construct such financial strategies which best respond to its clients' needs and objectives.
While a large part of Benson Oak's role is identifying opportunities and devising financial strategies, emphasis is placed on structuring and executing transactions. Benson Oak provides the most value in negotiating the terms of a transaction along with its clients. Benson Oak's extensive banking and investor experience and its constant presence in the markets enable it to evaluate and negotiate optimal terms for its client in each transaction.
Expertise
Benson Oak has in-depth knowledge of financial instruments and processes. We structure transactions to meet market requirements on the best terms for our clients. In evaluating offers, we help our clients sort through the jargon to understand all terms and issues. We prepare highly professional documents (such as Information Memorandums) in the format expected by banks and/or investors, enhancing the transaction's process and result.
Reputation
Benson Oak and its partners enjoy an excellent reputation among banks, investors, clients and decisionmakers of large corporates and the administration for both integrity and excellence in work.
Access to Investors
Benson Oak has excellent working relationships and contacts with a wide range of investors and banks, both local and international, as well as leading corporates.
Execution Focus
Emphasis is placed on structuring and executing transactions, not just advising. Benson Oak handles all the details of a transaction while you use your time to do what you do best - manage and develop your business. Benson Oak enhances your finance department, does not replace or substitute it.
Negotiating Experience
Benson Oak is staffed by bankers and financial market professionals and is thus able to negotiate with banks and investors on an even basis and to obtain the best terms for its clients. The firm and its people have participated in numerous transactions, including loan and bond financings, project financings, hedging transactions and mergers and acquisitions. Whether in debt, equity financings or M&A transactions, we help the client control the transaction process rather than the counterparties.
Local Firm
Benson Oak is staffed by professionals, expatriates and locals, all of whom are based in the region and speak Czech or Slovak fluently. Benson Oak has excellent on-the-ground access to local corporates, ranging from large blue-chip firms to SMEs.
Competitive Fees
Benson Oak normally seeks competitive retainers, with the bulk of our compensation paid only upon success. We aim to provide the highest quality services at fees much lower than large financial institutions.
No conflict
Benson Oak does not lend or underwrite and does not compete with banks or investors. Benson Oak provides clients with objective advice and promotes the client's best interest in every aspect of the transaction. Unlike banks or brokerage firms, when negotiating alongside clients, Benson Oak is not perceived as a competitor by investing counterparties.