Our experienced capital markets professionals serve as advisors and agents to our middle market clients. We leverage decades of collective transaction experience to secure cost effective capital solutions for our public and private clients. Our senior bankers have experience providing a comprehensive range of equity and debt capital advisory services including:

  • Senior secured and unsecured bank debt
  • Subordinated debt
  • Mezzanine debt
  • Private equity financing
  • Public market advisory services

Our typical financings include growth capital, acquisition financing, recapitalizations, and buyouts. Our senior bankers have completed financings ranging from the origination of complex large, structured debt financings, to mezzanine financings, to high-yield financings to small private equity placements. Our senior bankers fully commit themselves to our “client-first” philosophy and the successful completion of each transaction.

Private Capital Raising Process

Collectively, our senior bankers have completed numerous debt and equity financing transactions and have combined the lessons learned from these experiences and our active network of financing sources into a differentiated process designed to achieve cost effective capital solutions. Our process consistently produces successful transactions, superior transaction terms and conditions, and very satisfied clients.

Key elements of this process include:

  • Conducting a preliminary discussion regarding valuation expectations, optimal timing, process strategy and goals
  • Performing detailed, up-front due diligence to fully develop an investment thesis while maximizing our ability to position the company most positively in the marketplace and minimizing the likelihood of negative surprises during later investor due diligence
  • Preparing an offering memorandum supporting the investment thesis with the requisite facts and data
  • Determining the most appropriate group of potential investors, whether financial and/or strategic
  • Confidentially marketing the business to potential investors
  • Providing objective advice regarding available opportunities
  • Negotiating the term sheet
  • Facilitating and monitoring investor due diligence
  • Assisting in the negotiation of a formal definitive agreement and closing the transaction
  • Project finance