Capital raising transactions are complex, time consuming and can place significant demands on both ownership and management. We shoulder the responsibility of the entire process from the initial strategic and financial review to a successful close. We target the appropriate institutional investor universe for our clients and interact with all parties in parallel. Our transaction process is carefully orchestrated to appropriately “package” the company or opportunity, create and maintain a competitive environment, minimize demands on our client, assist our client in effectively negotiating with interested parties, and ultimately secure the capital that best fits our client’s needs and objectives.
We assist clients with both debt and equity capital raises in a variety of situations, including to:
- Arrange the necessary financing to consummate acquisitions or management buyouts
- Provide working capital to scale and/or pursue growth opportunities (e.g., expansions, new product lines or contracts, etc.)
- Undertake recapitalizations to address shareholder liquidity objectives or bring on additional investors
- Refinance more expensive and/or restrictive capital
We provide our clients with objective advice and guidance, resulting in realistic expectations for terms and deal timing. Our constant interaction with capital providers allows us to communicate and negotiate effectively in order to garner the best possible deal.