Fiona Shanley, HALO CEO, explains what HALO gained from GrowthPoint, who acted as exclusive financial advisor to HALO on its Series A investment from Volition Capital, a Boston-based technology focused growth equity firm, in February 2024.
So how did we get value from GrowthPoint? If we think about the different stages of the process in terms of preparation steps before we went to market, they were really helpful in getting our data in order so that we went into later stages with a really solid baseline in terms of financial data, customer data, etc.
Their storyline and support around building the narrative was really exceptionally good. Then in the next stage when we started to engage with investors, they had a very clear view in terms of investor types that we should engage with, and they had the network and the connections to reach those investors pretty efficiently
In the later stages of the deal, from an advisory perspective, we got really strong value in terms of that sounding board that they brought to us and their ability to help us navigate some of the trickier decisions that you have to make around, not just which investor to engage with, but how to align with that investor’s ambitions for your business and expectations of your business.
So, in all respects they were a partner that allowed us to get through the process quickly and efficiently, while allowing us to get on with running our business.For full transaction details, click here.