Capital Raising

• Assess capital needs

• Define optimal capitalization structure

• Identify sources of incremental capital

• Develop multi-methodology valuation analysis

• Prospective investor targeting

• Investment positioning

• Develop teasers, confidential information memorandums, management presentations

• Oversee the due diligence process

• Evaluate prospective investors on structuring, timing, pricing, and potential financing terms

• Documentation review

We assist companies with raising capital to support growth initiatives, consummate acquisitions, address shareholder liquidity, or effectuate shareholder recapitalizations. Funding sources can include institutional investors, family offices, private equity, venture capital, mezzanine funding, senior lending funds, commercial banks or a combination of financing partners.

Capital alternatives include convertible notes, common/preferred equity, mezzanine/subordinated debt, term debt, revolving debt and may be structured at the corporate, SPE or project levels.