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SZC Group - Szymon Zephan Capital
Toronto, Ontario, Canada
Shanaz Joan Parsan
Shanaz Joan Parsan She / Her
Founder, Managing Partner and Head of Energy/Innovation
(71)
4
Preferred learners
  • Anywhere
  • Academic experience
Categories
Finance Market research Financial services Investment Risk, audit and compliance Sales strategy
Project scope
What is the main goal for this project?

To match specific equity or debt capital to deals (which change every couple of weeks - some take longer)


Environment, social and governance (ESG) practices and financial decisions

Capital and debt markets

Capital structure

Cost of capital

Students will provide actionable recommendations, based on their in-depth research and analysis.

Students will prepare individual reports by deal

Students will compile investor lists, lender lists, run campaigns

What tasks will learners need to complete to achieve the project goal?

Students will provide actionable recommendations, based on in-depth research/analysis.

Students will prepare individual reports by deal

Project activities may include, but are not limited to:

  • Examining the various sources of financing to an organisation, including bank financing, bonds, equity, and treasury markets.
  • Estimating the cost of capital and analysing the trade-offs between debt and equity in the capital structure.
  • Sourcing debt and or equity for various opportunities [ some upcoming mandates are below]

HQ in North America

Innovative Technology Oriented Buyouts EBITDA $2-20M

Focus - Sustainability, Productivity, Education, Health, Manufacturing

Branded Consumer / Healthcare Services / Software Services EBITDA $3-30M

Focus - Food & Beverage, Functional Personal Care & Household Products, Healthcare IT, Physician Practice Management, Medical Products, Devices and Supplies, Seniors, Outsourcing, Insurance, State and Local Government, Education, Financial Services


Must have access to Pitchbook, CapIQ, Privco etc

How will you support learners in completing the project?

They will have complete access to senior management and will be mentored during the course. They must understand and respect firewalls between originations and executions.


They will be trained on how to use the tools.

What skills or technologies will help learners to complete the project?

Must have access to Excel, Word, Powerpoint, Bloomberg, Pitchbook, CapIQ, Privco etc


They must have significant research skills as well as writing skills. They may be needed to speak with clients


The will be guided on how to use the tools and meet with management as often as necessary

Supported causes
Decent work and economic growth
About the company
  • https://szc-group.com
  • 11 - 50 employees
  • Sales, Energy, Real estate, Banking & finance, Airlines, aviation & aerospace

Szymon Zephan Capital provides full-service Mergers & Acquisitions strategic advisory services.

Our team specializes in working with global mid-market corporations. We uphold the highest level of integrity while supporting our clients in achieving their strategic objectives.

Our first priority is our clients’ interests. Our team seeks to understand our clients’ business and potential, and aims to serve them with industry leading professionals and best practices.

As financial and strategic advisor, our role is to manage the entire M&A process by providing smart and innovate ideas.

Whether you are looking to grow your business through an acquisition, or are seeking an exit strategy, our responsibility is to maximize value for all of your stakeholders