Financing A Company

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