1) Don't underestimate timing - initial issuance can take longer than expected and trying to rush an issuance will inevitably throw up problems.
2) Strategic planning for Issuance will be important - trying to raise finance during busy periods or soon after large changes to an organization can add increased pressure on an already stretched treasury department.
Make sure the timing of any issuance works for you and your organization rather than other parties facilitating the issue.
3) Lean on your advisors - the best advisors will always make the process smoother - they should have deep experience in these markets it will be apparent quickly where they don't. This experience can be invaluable so tap into this knowledge base. This is what we are here for and as advisors we want to be able to help our clients. So don't suffer in silence. Where problems arise chances are we have seen similar situations before this is where we can provide the real value to the deal.
4) Consider identifying a project manager/ point person - Any transaction will inevitably involve dealing with lots of advisors and banks. There will always be multiple moving parts and having a dedicated project manager or point person will certainly help facilitate the process.
James Miller, PwC
