Services

Capital Raising

We help clients determine the optimal capital structure for their companies and then facilitate the necessary transactions to achieve their objectives.

Equity

We work closely with our clients to make sure that it is in their best interest to raise equity before executing a transaction:

  • Learn about our clients’ objective in raising new capital;
  • Assess and define the competitive strengths of their companies;
  • Develop financial models to determine the optimal amount of new equity
    to be raised;
  • Select the optimal strategies and tactics:
    • Amount of equity ($ and percent of enterprise)
    • Preferred investors' profile
    • Terms and timing;
  • Market the companies to the private equity community;
  • Provide clients with the necessary advice to make their optimal decisions;
  • Facilitate the processes;
  • Work with legal counsels to ensure that all legal and regulatory requirements
    are met.

Debt

We advise clients with regard to raising the senior or subordinated debt required to meet their strategic objectives.

  • Learn about our client’s objectives in raising new capital;
  • Develop financial projections to determine the optimal capital structure and amount of debt to be raised;
  • Select the optimal strategy and tactics to meet client’s objectives:
    • Type of debt
    • Amount of debt
    • Preferred lenders;
  • Market the companies to the lending community;
  • Provide clients with the necessary advice to make their optimal decisions;
  • Facilitate the processes;
  • Work with legal counsels to ensure that all legal and regulatory requirements are met.

While we help business leaders sell all or part of their businesses as part of their effort to diversify, we also help them to prepare for this important event because we believe that good preparation is the key to success.

Case Study:
> Phoenix International > An East Coast Terminalling Company > An Established 3PL

We regularly advise clients with regard to growth through mergers, acquisitions and joint ventures. We assist in developing strategy, identifying the optimal strategic alternative and executing the transactions that lead to the achievement of goals.

Case Studies:
> GENCO: Acquisition Advising > GENCO ATC: Merger Integration > A Renewable Energy Company

We advise clients on discrete issues and overall corporate issues. We can assist in the acquisition of capabilities and in the divestiture of business units that no longer fit clients' missions.

Case Studies:
> An East Coast Terminalling Company > A Midwest-based 3PL

We can assist you in raising capital by helping you to evaluate your strategy and tactics and present your exciting attributes to a variety of equity and venture captal investors.

Case Study:
> A Renewable Energy Company