Debt and Equity Financing

STRATEGIC DEBT AND EQUITY FINANCING

strategic_debt_financingAs a boutique investment and consulting firm we have an extensive network and strong relationships with private equity investment sources and private lenders to secure attractive sources of financing to meet your specific needs and situation.

Structuring debt or equity financing can be a critical strategic decision that affects a company’s long-term success. Selecting the right financial partner is a key to the growth pathway your company will take. And, not all money is good money when it comes to maximizing shareholder value and company growth initiatives.

EXTENSIVE SOURCES OF DEBT AND EQUITY CAPITAL

Whether debt, equity, or a combination is the goal, attracting investment money depends on providing a sound business opportunity, including a well-developed business plan, strong growth strategy, market viability, experienced management team, strong investor upside, and matching investor risk and reward requirements.

There are billions of dollars held by equity funds, foundations, family offices, trusts, and corporations, both in the US and abroad, looking for the next “right” investment. However, one out of a hundred projects will be funded by the majority of investors and lenders, and some say the ratio is much higher. Investors are quick to dismiss a project if it is not prepared well or doesn’t immediately appear to meet their criteria.

We work with you to prepare your funding strategy to meet the specific needs of the company, whether it be a loan, acquisition finance, equity, or a combination. We help you identify intrinsic value drivers, mitigate the risks, and establish the value proposition to attract and meet investor expectations and answer the tough investor questions. We then actively manage the financing process.

THERE ARE STILL OPTIONS FOR FINANCING EVEN IF YOU’VE BEEN TURNED DOWN BY YOUR BANK

Every company goes through various stages of growth and requires some form of capital, whether debt or equity, at different times. Commercial banks have more stringent requirements these days and it is more difficult for companies to qualify for a loan or line of credit.

If you are a growth company but have been turned down by commercial banks for loans or lines of credit, we can work with you and bring forward private lenders that may be a better fit for your specific situation and growth stage.