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BESPOKE
Financial Advisory
For Smaller Companies

We adivse, operate and invest in small and mid cap companies in special situations across the globe.

 

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What we do

Advisory

 

We advise companies on strategic financing decisions. The focus of our work is always to generate long-term optionality for our clients.

Operations

 

We operationally implement transformational projects in your organization.

Investments
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We deploy our own capital towards opportunities with favorable risk-reward expectations. 

Special Situations

 

We focus on special situations in a company's life, such as pre-IPO, IPO, Uplisting, de-listing, trade sales and reorganizations.

Complex Processes

 

We bring almost two decades experience in handling complex transactions for smaller companies in many industries.

Cross-border

 

We have particular expertise in cross-border transactions and associated challenges.

Case Studies

2023

Listed High-Tech Company

Successfully advised a listed company and global leader in the hig-tech sector on a buyback program and takeover defense plan against a PE minority shareholder

2024

Listed Telco Business

Successfully restructured a $45m credit line into a long-term loan and implemented operational turnaround within six months

2021

Private Healthcare Company

Successfully advised and implemented a NYSE lPO while raising more than $30m in bridge financing

2023

Private Company

Successfully advised and implemented a De-SPAC merger on NASDAQ valuing the operating business in excess of $300m

2024

OTC Listed Company

Successfully advised on a Reverse Merger of US business into a US shell company traded OTC and subsequent fundraising

2025

Private Company

Successfully advised and implemented PCAOB readiness for uplisting to a major US exchange within three months

Our DNA

For almost two decades we have  worked with smaller companies across all industries. Our services link strategic advice with operational implementation of critical processes, tailored to the needs of smaller companies.

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Our advisory services includes strategic advice for boards and executive teams on game-changing transactions. We also implement the associated processes with your team in a lean and hands-on fashion to ensure delivery. In some cases, we even participate as (co-)investors in these situations ourselves.
 

We have worked on a broad variety of capital market and financing transactions exceeding multi billion US dollars in value . Importantly, we also know these transactions as investors and can ensure that relevant risks are identified early and addressed systematically. International and cross-border transactions is where we excel and can leverage our global network of first-tier partners.

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Our Team

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Daniel Gilcher
CEO, Founder
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John S. Benham
Senior Advisor

Tel.: +1 (786) 2091947

info@otusllc.com

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Contact
Otus LLC

OUR Address

1680 Michigan Avenue

Suite 700

33139 Miami Beach, Fl

E-Mail: info@otusllc.com
Tel.:  + 1 (786) 2091947

 

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