Financial Services

Corporate Securities & Financial Operations

 

Corporate Securities Consulting

ManageSource offers over a decade of experience analyzing, structuring and facilitating corporate securities transactions.  Whether you are currently going public, taking your company private, seeking capital, engaged in M&A or simply structuring your equity compensation plan, ManageSource offers unique perspective and the experience to ensure you meet your objectives with maximum impact and minimal cost.

• Private Placement
• Direct Registration
• Capital Formation Strategy
• Equity Structure Coordination
• Reverse Mergers & Public “Shells”
• Triangulated Mergers & Acquisitions
• Transaction Compliance & Oversight

 

Chief Financial Officer & Operations Management Services

ManageSource has a proven track record of providing corporations and CEOs exceptional financial management services and proprietary cost-cutting strategies.  ManageSource brings unparalleled commitment and vision to the role of Chief Financial Officer to corporations of all sizes that ensure the efficiency and cost effective   execution of the office.

• External PCAOB Financial Reporting
• ICFR Development & Oversight
• Internal Budgeting, Forecasting & ProForma Statement Sets
• Financial Systems Management
• Books & Records
• Shareholder Communications

 

Corporations in Transition: Fairness Opinions & Business Valuation Services

ManageSource has proven to be an invaluable resource to investors & corporations by providing business valuation services and Fairness Opinions to many of the financial market’s top firms, utilizing proprietary models & analytics.

• Fairness Opinions
• Mergers & Acquisitions
• Business Valuations
• Cost of Capital Estimates
• Valuation Analysis & Forecasting