Strategic Capital Solutions for Middle-Market Companies
Every business is born from its founder’s entrepreneurial vision, energy and life savings. On its journey, a business encounters capital needs that may include:
- Funding organic growth
- Financing an acquisition
- Refinancing its capital structure
- Providing partial liquidity to its owners
- Funding a turnaround plan
We listen to our clients
Our approach to each mandate is to build a long-term relationship. Our bankers listen to our clients’ needs, challenge their assumptions, recommend the most suitable alternatives, and remain relentlessly focused on serving client interests.
We bring unique industry insight
Drawing on decades of experience and our dedicated industry practices, our transaction teams effectively position each opportunity and convey the client’s story in compelling ways that resonate with capital providers.
We access a variety of institutional capital
- Structured equity
- Common equity
- Senior debt
- Unitranche debt
- Structured junior and mezzanine debt
We have a deep network of capital providers and we make them compete
Securing the best financing terms and structure requires access to multiple capital providers through an expertly run process. We maintain extensive relation- ships with institutional capital providers ranging from private equity sponsors, growth equity investors and family offices to institutional debt funds, commercial finance companies, banks and non-traditional capital sources. We work closely with clients to model the capital structure that addresses their risk profile, growth expectations and current financial profile and run highly competitive processes to maximize valuations, terms and certainty of closing.