CAPITAL RAISING SERVICES

In connection with our private placement services, we act as a dedicated advocate for our clients and utilize our extensive transaction expertise and professional staff to deliver the following valuable benefits to owners and entrepreneurs.

Refine Business Strategy
We work closely with clients to help develop or refine their business strategy and marketing message to showcase the company’s strengths to potential investors or lenders. Our clients benefit from our constant dialogue with the investment/lending community and our experience of having attended hundreds of meetings with prospective venture capital, institutional and strategic investors and lenders.

Focus On Business
Our practice of taking the lead in managing the capital raising process allows clients to remain focused on their business during a period wherein corporate performance is critical. We play an active and significant role in drafting offering materials, developing management presentations and arranging and scheduling all meetings with prospective investors or lenders.

Access the Right Investors/Lenders
With a universe of thousands of venture capital firms and hedge funds and a host of other institutional and strategic investment and lending groups, targeting the right investor or lender can be a difficult task. Our extensive industry contacts and access to proprietary investor databases provide access to the right investors efficiently and effectively.

Maximize Market Value
The private equity market remains one of the most inefficient capital markets in the United States.  Limited information, rapid technological change and varying investor perspectives produce wide differences in valuation assessments. In addition, the proliferation of various public and private lending sources has created a variety of new borrowing and structuring opportunities for issuing companies.  By generating interest from numerous institutional and strategic investing or lending groups, we enable clients to choose among various alternatives to maximize the valuation or borrowing capacity of their business.

Optimize Transaction Terms
Private equity financing terms are complex and constantly changing. In addition, the proliferation of “unitranche”, second lien and other leveraged loan products has introduced more complexity in executing structured finance transactions. We leverage our extensive market knowledge and transaction expertise to negotiate equity or debt terms on our clients’ behalf and help them understand the long-term implications of these various provisions before a term sheet is executed.

Explore Options Simultaneously
Clients often need to decide between raising additional growth capital, recapitalizing their business or selling to a larger strategic acquirer. Our combined capital raising and merger and acquisition advisory capabilities provide clients with an opportunity to explore these options simultaneously and to receive critical market feedback before deciding upon a final course of action.

Close Rapidly
Executing a term sheet represents an important milestone. Closing rapidly, however, remains the ultimate objective. We provide clients valuable assistance and advice during this critical period by facilitating investors’ formal due diligence investigation and expediting the negotiation and execution of definitive agreements.