Capital Advisory
Leverage in-depth expertise, and relations with capital providers to help in meeting your capital requirements
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- Evaluating capital needs and advising on optimal debt/equity mix;
- Generating a high-level business valuation for internal discussions;
- Creating executive summaries, pitch decks, or marketing materials as needed;
- Developing a targeted prospective investor list for outreach;
- Conducting presentations to position the company’s story to potential investors;
- Managing and reporting all communications with potential investors;
- Establishing virtual data room and overseeing the due diligence process;
- Negotiating with financiers on structure, timing, pricing, and potential financing terms; and
- Facilitating communications with third party advisors and closing of a transaction.
How Our Process Delivers Value
No Pre-Revenue Startups
$10m min for equity
$20m min for debt
Revenue min of $10m
EBITDA min of $3m
Institutional Investment Focus
Private & Public Equity
Private and public equity investment opportunities abound, particularly for developing and profitable businesses. For the right target business, private equity firms, family offices, and other sophisticated institutional investors can give a majority or minority capital interest. We assist both the issuer and the investor in obtaining mutually beneficial agreement conditions.Corporate Debt
For clients seeking a solution for their corporate debt financing needs, we offer straight forward options for senior, subordinated, mezzanine, and other forms of asset-based loans. Most agreements, as is customary, comprise a combination of loan and stock. We work with lenders and issuers to help our clients get the optimal combination of both at the best available rates.Mezzanine & Unitranche
Corporate growth, recapitalizations, and acquisitions are frequently financed via mezzanine, venture, unitranche, and other subordinated loan structures. Non-dilutive financing is especially useful in balance sheet-light enterprises when the owners do not want to give up equity. We can help you find the perfect mix of non-bank, secondary, and tertiary debt to fund your company’s next stage of expansion.Alternative Offerings
Alternative capital structures are available to organizations looking for answers to their corporate funding problems. Debt and equity crowdfunding, cryptocurrency/tokens, and employee stock ownership plans (ESOPs) can all be integrated with debt and other specialized asset lease-back structures. We offer finance options across the value chain that lead to a substantial liquid exit.Buy-Side M&A Fees
Our fee structure is simple and broken into three groupsA regular monthly engagement fee is included in our active capital raise client engagements. We do not accept huge retainers or commitments up front. Smaller monthly payments ensure that our goals are matched and that we are held accountable as we seek money from institutional investors.
The majority of our fees are based on performance. That is, we are paid after a transaction is completed. We take pride in designing fee arrangements that suit our objectives with our clients’. We engage with our clients throughout the capital requisition process to ensure that accountability is a top priority.
During the engagement, the customer is liable for any pre-approved out-of-pocket expenses and third party expenses. Pre-approved travel, management meeting expenses, and so forth are examples.
Expert Support
When a company tries to raise private financing, it faces a slew of issues. The quantity of money required, the industry in which the business works, the present economic situation, as well as legal and regulatory concerns must all be taken into account.
With so much to figure out, it’s critical to have a plan in place that can be applied during such private capital raising efforts. You’ve probably heard the phrase “don’t try to reinvent the wheel,” and that’s quite true when it comes to determining the best way to raise private cash. There are three well known routes to raising private capital for any business – the first is to consider the existing network.
There may be a chance to develop an internal investment where an employee with sufficient assets agrees to a percentage of the company in exchange for a significant investment. Similarly, creditors and suppliers may consider partnering with the company for diversification and growth.
Businesses should explore expanding their existing network as a second source of finance in any private capital raising effort. There may have been opportunities to merge with other businesses in the past that could be re-explored, or there may be a natural expansion of the business that would open up different avenues of capital, such as expanding into a different market before obtaining private capital offers from newly burgeoning markets that are rife with venture capital potential or other form of agreement.
Taking on marketing and getting individuals on board to help your business make the connection between the business and the potential private capital funds on offer is the third source of prospective finance. Using a placement agent to meet with prospective investors might be a terrific approach to expand your network. It’s critical to stay focused at this point on building any prospective investor ties that occur. Al
