Financings

We cultivate relationships with a diverse set of traditional and non-traditional institutional investors in order to provide our clients with the broadest selection of financing alternatives.  Our private equity placement and debt syndication process typically involves:

  • Determining the right source of financing (venture capital, private equity, subordinated/mezzanine debt, senior debt) to meet a client’s current and future operating needs
  • Recommending a strategy for raising the required funds
  • Identifying and contacting appropriate investors and/or lenders for a transaction
  • Guiding clients in negotiating the terms of a transaction

We specialize in privately-arranged financings from $5M to $50M.