Capital Formation
The senior professionals in our practice have extensive experience in developing and executing capital raising transactions, which support a wide range of transaction types to meet our clients' needs. Our team stays current with the market and can create a variety of customized capital structures which support your business plan and financial objectives. Specific services include:
Senior Debt, Subordinated/Mezzanine Debt
and Equity for:
Acquisition financing
Growth initiatives
Management & leveraged buyouts
Refinancing, recapitalizations
Our Capital Formation process entails:
Identify goals and objectives of project
Determine capital needs
Discuss alternatives
Develop process strategy
Create target list of capital providers (ranked in priority)
Develop company marketing materials to include
...Confidential memorandum
Contact targets
Provide company information to interested parties
Coordinate delivery of indications of interest
Analyze proposed offers against stated goals
Assist in selecting final offer
Help legal team review all documentation
Negotiate on clients behalf for best final terms & conditions Review tax implications
Perform investor diligence, as needed
Closing and funding
