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.