Capital Markets Advisory

Tailored Solutions with Exceptional Results

Our Private Capital Markets solutions include raising debt, equity and hybrid securities for privately held Founder-owned businesses as well as institutionally-owned or backed businesses for event-driven transactions.

We tailor each transaction based on the key priorities of each client. These priorities vary depending on the situation but share a common theme of maximizing transaction close probability.

Typical Capital Raising Transaction Priorities/Issues:

Maximizing available liquidity for growth
Maximizing leverage (Debt/EBITDA or Debt/Enterprise Value)
Flexible debt repayment schedule / minimizing fixed charges
Flexible financial covenants (latitude to account for volatility of earnings)
Storied Credit (Large add-backs, carve-out, no financial audits, heavy pro-forma adjustments)
Minimizing Cost of capital
Investor capacity to support business growth with new capital investment

Navigating an Evolving Private Capital Markets Landscape

The past decade has seen a seismic shift in capital accessibility, democratizing funding for businesses of all sizes. What was once a domain dominated by big banks is now a diverse landscape, with myriad funding options tailored to different risk profiles and structures.

Today, businesses navigate a maze of funding sources, each with its own criteria and preferences. Even seasoned private equity players struggle to keep pace. Many turn to internal teams or expert advisors for optimal terms and "price discovery."

Enter the capital markets advisor: essential for businesses looking to navigate event-driven transactions to optimize their capital structure. In today's high-rate environment, securing the best terms is critical to drive millions of dollars in shareholder value creation in both the short and long term. In this dynamic landscape, expertise is key. Capital markets advisors provide the insights and guidance needed to unlock growth and drive value creation in an ever-changing market.

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