Scope of Services
Creation of Financing Strategy
- Developing alternatives and recommending appropriate courses of action for organizations in the process of executing or creating:
- A Business Expansion Strategy
- An investor Exit Strategy
- An Estate Planning Strategy
- A Divestment or Diversification Strategy
- A Business Consolidation Strategy
- A Partner Buy-Out
- A Partial Liquidation
- A Recapitalization Strategy
- A Growth Strategy
- An Industry Consolidation Strategy
- A Business Diversification Strategy
- A Business Consolidation Strategy
- Equipment Financing
- Building Acquisition or Construction
- Developing short- and long-range action plans
Capital Resources Search
- Identifying prospective senior debt, mezzanine and private equity sources, and working with such capital providers to create the necessary arrangements to consummate each transaction
Valuations
- Establishing valuation criteria and ranges
Operational Financing
- All types of debt and equity
- Acceleration of organic growth or expansion into new markets
- Cash Flow Financing
- Mezzanine Lending
- Asset Based Lending
- Lease Financing
- Sale-Leaseback
- Commercial Real Estate Loans
- Private Equity and debt placements
Re-organizational Financing
- All types of debt and equity
- Funding for Estate Planning Purposes
- Partner Buy-Out Funding
- Partial Liquidation Funding
- Re-Finance (Recapitalizations) Funding
- Capital Restructuring for Turnarounds
Acquisition Financing
- All types of debt and equity
- Growth Funding
- Partner Buy-Out Funding
- Business Consolidation Funding
- Industry Consolidation Funding
- Business Diversification Funding
- Interim Financing
Securing the Capital
- Structuring capital transactions
- Coordinating legal, tax, accounting and other closing-related activities
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