Capital Sourcing
We have a reputation in the funding community for creating innovative financial structures to close transactions fast. Whether you want to refinance an established company or obtain the equity to take advantage of a new opportunity, we get you the capital you need.
Senior Debt
Through extensive relationships with lenders, we meet our client’s funding needs. Secured debt facilities include cash-flow lines of credit, revolving asset-based facilities, purchase-order financing, contract and equipment financing, sale-leaseback transactions, and term loans.
Subordinated Debt
We maintain relationships with subordinated debt sources active in middle-market financing. Given the changing capabilities of these firms, we continually update proprietary databases that identify the appropriate capital source based on industry, stage of growth, and capital requirements.
Equity
We work with institutional equity funds and broker-dealers in equity placements. Our relationships allow us to advise both high-growth as well as distressed companies. These transactions include initial public offerings, secondary offerings, and private placements.
Merger & Acquisition
Our firm assists clients with acquiring complementary businesses or divesting current operations. We have a reputation for maximizing the value of a business by developing creative structures, providing financing, and conducting searches for appropriate merger or acquisition candidates.
Buy-Side Services
For companies seeking a strategic acquisition or investors seeking an opportunity, we use our extensive network of industry sources to identify target companies. With a target in sight, we structure, negotiate, fund, and close the transaction.
Sell-Side Services
Companies may seek to sell all or part of their operations for reasons such as ownership divestment, lender repayment, response to competitive pressure, or corporate restructuring. We leverage our industry and investor relationships to generate multiple offers, which maximizes transaction value.
Section 363 Sales
Sometimes the sale of a company is best completed through bankruptcy proceedings. Our team can guide a troubled company and its stakeholders through the complexities of a Section 363 sale to achieve a competitive bidding process and maximize the transaction value.
Corporate Valuation
Our professionals have prepared valuations for a variety of industries and a range of business purposes, including liquidation valuations, “as-is” or going-concern valuations, and “pro forma” valuations to support new business initiatives or acquisitions.
Board Advisory Services
Boards of directors and senior management frequently access the experience and knowledge of our professionals through our advisory services. We can address a specific issue related to financial structure or serve as a strategic sounding board. Our team conducts thorough research and clearly communicates detailed analysis to boards and senior management.
Our Industries
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- Agriculture
- Automotive
- Aviation
- Banking/ Financial Services
- Churches/ Schools/ Nonprofits
- Construction
- Distributors
- Energy
- Environmental
- Food & Beverage
- Government Contractors
- Healthcare
- Heavy Equipment
- Hospitality
- Manufacturers
- Marine