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Juniper's commitment is reflected in our successful track record of transactions, as detailed in the following case studies. While we cannot disclose specific client identities, we invite you to explore a variety of complex transactions across various industries. Witness how we navigate complex deals, from mergers and acquisitions to capital raising initiatives, and deliver tangible results for our clients.
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Multi-Phase Funding Strategy Revives Client's Business
Multi-Phase Funding Strategy Revives Client's Business
Problem: Slow customer payments choked cash flow and threatened future VC investments
Solution: Juniper implemented a multi-phased financial solution to address the client's immediate cash flow needs and position them for long-term growth. This included 1) securing a debt round from an NBFC to to alleviate immediate cash flow constraints, 2) optimizing the capital structure using a convertible note round with existing investors, and 3) a subsequent institutional VC round. This approach solidified the client's financial position for renewed growth.
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A Clawback Solution for Optimal Founder Ownership
A Clawback Solution for Optimal Founder Ownership
Problem: Early equity dilution left founders with sub-optimal ownership, hindering VC attraction
Solution: Juniper collaborated with leading tax and legal advisors to craft a multistage clawback structure for the client, secured by the continued support of their angel investors. This solution ensured optimal founder shareholding in future funding rounds while rewarding the angels for their early investment. Utilizing appropriate equity instruments, Juniper meticulously addressed potential tax implications for the founders and angel investors. The resulting shareholding structure paved the way for the client's successful first institutional funding round.
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Restructuring a Global Brand Portfolio for Growth Capital
Restructuring a Global Brand Portfolio for Growth Capital
Problem: Client aimed to unlock value from a global portfolio of products and brands to fuel growth*
Solution: Juniper founder collaborated with leading tax and legal advisors to implement a strategic restructuring. This involved creating a new division by merging geographically dispersed products and brands under a unified structure, optimizing intellectual property ownership across different regulatory environments. A qualified private equity investor for the newly formed division was identified. Through a collaborative effort, the division was successfully converted into a subsidiary and secured a significant capital infusion at a premium valuation.
(*This case study is from Founder's previous role)4
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Securing a Landmark Deal with Scalability Analysis
Securing a Landmark Deal with Scalability Analysis
Problem: A high-growth startup faced investor skepticism. Their innovative product and distribution model generated initial traction in one city, but investors doubted its scalability beyond that market*.
Solution: Juniper founder identified a unique selling proposition (USP) related to product placement that addressed investor concerns. By analyzing client data, the key factors driving success in the first city were identified and refined. This refined model provided a framework for evaluating scalability in similar markets. Additionally, with management collaboration detailed financial models were built simulating various distribution scenarios. This comprehensive analysis eliminated investor doubts and paved the way for a landmark deal securing a premium valuation nearly double the original offer.
(*This case study is from Founder's previous role)5
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Strategic Restructuring Saves Cross-Border M&A
Strategic Restructuring Saves Cross-Border M&A
Problem: A cross-border M&A deal for our client teetered on collapse. Disparate state regulations regarding asset transfer created a valuation chasm, while poor intellectual property (IP) documentation sparked buyer fears of losing valuable knowledge*.
Solution: Juniper's founder, armed with industry expertise, devised ingenious mechanisms (based on best practices) to ensure a smooth IP transfer. This included ongoing support from client management, effectively plugging the knowledge drain and assuaging buyer concerns. Leveraging the expertise of leading tax advisors and specialized legal teams from relevant Indian states, a multi-phased asset restructuring was implemented. This not only ensured regulatory and tax compliance but also achieved the precise asset demarcation desired by both parties. Through this strategic asset restructuring, we bridged the valuation gap and steered the M&A deal towards a successful conclusion.
(*This case study is from Founder's previous role)Page updated
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