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PROSPECTUS

A prospectus is a document used to raise capital, and states the objectives, risk factors, and terms of an investment . It focuses on a company’s financial statements, management biographies, a detailed description of the business operations, and Market details. Without this document outlining the business opportunity, it is nearly impossible to raise capital from investors.

With a diversely experienced team of operators, attorneys, industry experts, and investment banking veterans, we assist clients in drafting their company’s preliminary and final prospectus’. Whether our clients are conducting a private or public offering for debt or equity issuance, our experts ensure that the offering prospectus is structured to maximize
investor confidence in the offering.

Colleen Ohl

National Operational Excellence Practice Lead

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Each one of our packages has been designed as a foundation upon which we build our client’s customized solutions. We work together with ambitious entrepreneurs and industry leaders alike to develop realistic action plans around sustainable growth that leverage our their core strengths.

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A Prospectus is a disclosure document highlights such terms as the offering itself, the price of the securities (whether its equity or debt, i.e. stocks or bonds), and it will detail the management team, tax implications and many other regulatory disclosures.
A preliminary prospectus includes the name of the company issuing the stock (“Issuer”) or the mutual fund manager that is issuing shares, the amount and type of securities being sold and, for stock or equity offerings, the number of available shares. The prospectus also details whether an offering is public or private, the fees charged by the underwriters for floating shares to the investors and names of the Issuing company’s principals. A brief summary of the company’s financial information, whether the local securities regulator has approved the prospectus and other pertinent information is also included.
Risks are typically disclosed early in the prospectus and described in more detail later. The age of the company, amount of management experience and their specific roles or involvement in the business, and capitalization of the stock issuer are described. A table detailing which people own stock is included and is an important clue to help prospective investors determine whether the principals are holding onto their stock. If shares are being sold or liquidated by management (also known as “insiders”), there may be a financial issue with the business.

The final version of a prospectus for a public offering of securities. This document is complete in all details concerning the offering and is referred to as a “statutory prospectus” or “offering circular.”
Because open-end mutual funds are continuously offering shares to the public, a fund prospectus is usually updated annually and made available to the public. Mutual fund prospectuses are all of the “final” variety.

OUR COMMITTMENT TO QUALITY

Above all, Jevo Advisors is committed to delivering the highest quality on every assignment. To support and achieve this goal, we have implemented a quality management policy that is systematically applied to all our assignments. Our policy is underpinned by the following components:

As a firm, we believe that sustained success is achieved when we attract and retain the confidence of our clients. Every aspect of client interaction provides an opportunity for us to create more value for the client. Our primary focus is on understanding the current and future needs of our clients and striving to exceed their expectations.
Our leaders are responsible for establishing unity of purpose and direction and creating conditions in which our people are engaged in achieving our firm’s quality objectives. We believe that focusing on a common purpose and engaging our people enables us to more effectively align our strategies, policies, processes and resources to achieve our objectives.
Competent, engaged and empowered people at all levels throughout our firm are essential to enhance our capabilities to create and deliver value to our clients. For this reason, we involve our people at all levels in achieving our quality objectives through recognition, empowerment and enhancement of competence.
Our quality management system consists of interrelated processes. Understanding how results are produced by this system enables us to optimize the system and its performance.
Continual improvement is our core objective. Improvement is essential for us to maintain our current levels of performance, to react to changes in our internal and external conditions and to create new opportunities.
From experience, we have learned that Decision making can be a complex process, and it always involves some uncertainty. Decisions based on the analysis and evaluation of data and information are more likely to produce desired results and lead to greater objectivity.
Sustained success is more likely to be achieved when we manage our relationships with all of our partner network, and vendors to optimize their impact on performance.
Each assignment undertaken by the firm must deliver a response that completely satisfies the expectations of the client. An assignment is considered complete only when the client is fully satisfied.

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