Top/Capital Advisory

Capital Advisory Structuring capital-related issues as management decisions.

Capital-related issues are never questions of share value or funds alone. Management strategy, shareholder composition, growth investment, business succession, and relationships of trust with stakeholders are all intertwined. OTL Consulting organizes the capital-related issues companies and shareholders face, and clarifies the options worth considering from both management and shareholder perspectives.

01Approach

Entangled issues,
made into clear options.

Rather than rushing to conclusions, we begin by recasting the situation into a form a decision can rest on.

01STRUCTURE

Untangle capital-related issues from the perspectives of management, shareholders, the business, and the time horizon.

02DECISION

Narrow down the points on which management must decide.

03DIRECTION

Lay out candidate directions worth considering, weighing feasibility and risk.

04CONNECTION

Where necessary, coordinate with lawyers, securities firms, certified public accountants, and other specialists.

02Themes

Selected
Themes.

We take on capital-related management issues around themes such as the following. In every case, the aim is to assemble the material a management decision requires.

01

Structuring issues concerning shareholder composition

We read how shareholder composition affects management and clarify the points to consider.

02

Organizing ownership policies of major and founding shareholders

We assemble the material for settling a holding policy, covering its purpose, time horizon, impact on management, and consideration for those involved.

03

Preliminary consideration of capital policy

From the earliest stage, we identify the options worth considering in light of business strategy.

04

Structuring concepts for capital and business alliances

We give concrete form to the purpose of the alliance, the need for a capital relationship, the division of roles, and how the review proceeds.

05

Organizing decision points on the potential use of new shares, share acquisition rights, and similar instruments

We pinpoint the points that must be grasped ahead of any decision, including regulatory positioning and impact on management.

06

Organizing options for share ownership and succession

In moments of business succession or generational change, we lay out the available paths in a form that can be compared.

07

Organizing decision points concerning under-recognized assets

For assets not yet put to work, we probe their place in the business and the questions around their use.

08

Confirming alignment between capital policy and business strategy

We check that capital-related considerations mesh with the direction of the business.

09

Support for coordination with lawyers, securities firms, certified public accountants, and other specialists

We arrange coordination with the specialists each stage of the review requires.

03Role of OTL

We keep our role
clearly defined.

What OTL does

  • Drawing the full picture of the current capital situation
  • Assembling issues and options ready for the board
  • Putting the benefits and risks of each option into comparable form
  • Accompanying management’s decisions, grounded in that material
  • Coordinating, where needed, with lawyers, securities firms, certified public accountants, and other specialists
  • Creating initial contact with prospective strategic partners

What OTL does not do

  • Purchase or sale of securities
  • Public offerings or private placements of securities
  • Underwriting of securities
  • Solicitation of the acquisition or sale of securities
  • Intermediation, brokerage, or agency in securities transactions
  • Investment advisory services

These activities fall outside the scope of our business. Where they are required, they must be handled through licensed and registered professional institutions.

04Notice

OTL Consulting Inc. does not engage in the purchase or sale of securities, public offerings, private placements, underwriting, solicitation, intermediation, brokerage, agency, or investment advisory services. Individual contracts, negotiations of terms, investment decisions, and transactions are conducted directly by the parties concerned, at their own responsibility.

This English translation is provided for reference purposes only; the Japanese original prevails.

05Contact

Reach out even while the issues
are still taking shape.

You don’t need a defined question. Tell us where things stand, and we’ll start by framing what needs to be decided.

Contact Us