CFA provides financial advisory
services to middle-market businesses, working closely with
clients to devise the appropriate capital structure to support
their ownership requirements and growth strategies. By having
experienced professionals devoted exclusively to the financing
needs of middle market businesses, CFA is able to offer its
clients access to the premier institutional debt and equity
sources. CFA maintains relationships with private equity firms,
venture capital firms, factors, banks, leveraged buyout funds,
mezzanine lenders, insurance companies, and finance companies. We
assist our clients in structuring the terms of
the financing, addressing inter-creditor issues, coordinating
investor/lender due diligence, and working with all parties
towards a successful closing.
Types of Financing
Growth Financings
Many middle market companies need capital to help finance
rapid internal growth or growth through acquisition. CFA assists
companies in developing comprehensive, achievable growth
strategies. We advise our clients on appropriate capital
structures which involves recommending strategies for a mix of debt and equity,
balancing the concerns of over-leverage with the concerns of
ownership dilution. We can assist platform companies in
arranging the necessary financing to fuel the rapid expansion
through an industry consolidation.
Family Succession Strategies
CFA can help family owners structure a financing with outside
capital that allows the senior members to achieve liquidity and
satisfy their estate planning objectives, ensuring that the
company has adequate capital to meet its long-term growth
strategies while maintaining family ownership.
Management Buyouts
CFA helps operating managers acquire companies from their
present owners. Managers often lack the necessary capital to
acquire the company from the selling shareholders. CFA will
recommend strategies to finance the acquisition. We work with
management to structure a financing solution that provides the company
with the proper blend of debt and equity to consummate the
acquisition and to provide sufficient working capital to support
future growth.
Debt Refinancing
CFA assists client companies in securing appropriate financing
to support the current and projected operations of their
businesses. We maintain relationships with local, regional and
money center banks for traditional loans, but also work closely
with a significant number of non-traditional lenders including
cash flow lenders, asset-based lenders, factors, equipment
leasing companies and sale/lease-back companies. CFA is also capable of introducing
structuring lending
sources that provide mezzanine financing in situations where the
funding requirement cannot be completely fulfilled by a senior
lender.
Recapitalizations
Financing often requires the owner's personal guarantee. CFA
assists owners in completing a financing transaction that allows them to
retain operating control of their companies but provides
personal liquidity, net worth diversification, and the
elimination of personal guarantees on financing. In the process
they gain a financial partner that can assist in growth and
diversification strategies for the company, as well as potential
exit strategies for the owner.
Call your nearest CFA office to secure the capital
resources you want. |
