Mark Johnson · BDM Wealth

Director, BDM Wealth Management. Bonds, loan notes, IPOs, SEIS/EIS — worldwide. Capital at risk; not advice.

[Mark Johnson · BDM Wealth @Markbdmllc]

BDM Wealth Management structures capital raises for UK & international businesses: loan notes, bonds, equity, IPOs, SEIS/EIS.

Raising, or looking at structured opportunities? Start here → https://t.co/BYF4oPADJb

Capital at risk. HNW & sophisticated investors only. Not advice.

[Mark Johnson · BDM Wealth @Markbdmllc]

Good borrowers welcome covenants. They price better because of them.

Capital at risk. HNW & sophisticated investors only.

#LoanNotes #PrivateCredit

[Mark Johnson · BDM Wealth @Markbdmllc]

Escrow protects both sides: funds released against defined conditions.

Capital at risk. HNW & sophisticated investors only.

#Bonds #FixedIncome

[Mark Johnson · BDM Wealth @Markbdmllc]

The coupon is only part of what a loan note costs. Fees, security and time all sit on top. How to add it up: https://t.co/5r6UufXRLi
Capital at risk. For HNW and sophisticated investors only. Not financial advice.
#LoanNotes #BDMWealth

[Mark Johnson · BDM Wealth @Markbdmllc]

Investors buy clarity, not the boldest forecast.

Capital at risk. HNW & sophisticated investors only.

#CapitalRaising #PrivateMarkets

[Mark Johnson · BDM Wealth @Markbdmllc]

Keep the cap table clean. Relief follows the shares, not the intention.

Capital at risk. HNW & sophisticated investors only.

#SEIS #EIS

[Mark Johnson · BDM Wealth @Markbdmllc]

Investor relations starts before the bell, not after it.

Capital at risk. HNW & sophisticated investors only.

#IPO #CapitalMarkets

[Mark Johnson · BDM Wealth @Markbdmllc]

Diligence is where good raises slow down. The seven documents investors ask for, so you have them ready: https://t.co/32hTmPEXrV
Capital at risk. For HNW and sophisticated investors only. Not financial advice.
#CapitalRaising #BDMWealth

[Mark Johnson · BDM Wealth @Markbdmllc]

Interest paid out of capital is not interest. Ask where it comes from.

Capital at risk. HNW & sophisticated investors only.

#LoanNotes #PrivateCredit

[Mark Johnson · BDM Wealth @Markbdmllc]

An information memorandum should answer questions, not create them.

Capital at risk. HNW & sophisticated investors only.

#Bonds #FixedIncome

[Mark Johnson · BDM Wealth @Markbdmllc]

Deal fatigue is real. Sequence the process so it does not set in.

Capital at risk. HNW & sophisticated investors only.

#CapitalRaising #PrivateMarkets

[Mark Johnson · BDM Wealth @Markbdmllc]

A bond issue is a project in its own right. Documents, structure, timing, investors. What's involved: https://t.co/jGxHLAAt80
Capital at risk. For HNW and sophisticated investors only. Not financial advice.
#Bonds #BDMWealth

[Mark Johnson · BDM Wealth @Markbdmllc]

Loans converted to shares can fail the test. Plan the route early.

Capital at risk. HNW & sophisticated investors only.

#SEIS #EIS

[Mark Johnson · BDM Wealth @Markbdmllc]

A listing widens your shareholder base and your accountability. Both.

Capital at risk. HNW & sophisticated investors only.

#IPO #CapitalMarkets

[Mark Johnson · BDM Wealth @Markbdmllc]

A rollover is a decision point, not a formality.

Capital at risk. HNW & sophisticated investors only.

#LoanNotes #PrivateCredit

[Mark Johnson · BDM Wealth @Markbdmllc]

No revenue yet? Valuation comes down to what investors believe you can become, and your evidence. How they do it: https://t.co/iU3G5ODXuL
Capital at risk. For HNW and sophisticated investors only. Not financial advice.
#Valuation #BDMWealth

[Mark Johnson · BDM Wealth @Markbdmllc]

A guarantee is only as strong as the balance sheet behind it.

Capital at risk. HNW & sophisticated investors only.

#Bonds #FixedIncome

[Mark Johnson · BDM Wealth @Markbdmllc]

Valuation is a conversation. Evidence makes it a short one.

Capital at risk. HNW & sophisticated investors only.

#CapitalRaising #PrivateMarkets

[Mark Johnson · BDM Wealth @Markbdmllc]

Convertibles and SEIS rarely mix well. Take advice before issuing.

Capital at risk. HNW & sophisticated investors only.

#SEIS #EIS

[Mark Johnson · BDM Wealth @Markbdmllc]

An introducer connects companies raising capital with potential investors. What they do, and how they're paid: https://t.co/Jv3aydOr6X
Capital at risk. For HNW and sophisticated investors only. Not financial advice.
#CapitalRaising #BDMWealth

[Mark Johnson · BDM Wealth @Markbdmllc]

Choose advisers for the aftermarket, not only for admission day.

Capital at risk. HNW & sophisticated investors only.

#IPO #CapitalMarkets