Products

The middle market is under-served and its’ companies under-represented when it comes to having access to knowledgeable & affordable debt placement advisory services.  Our decades of lending experience, access to decision makers in financial institutions and our ability to communicate with lenders on behalf of our clients result in successful capital raises.

We focus on 2 core services:

• Advisory & Placements of Senior Debt, Junior Debt and Equity
  • Traditional Senior Debt (revolvers, term loans, asset based loans)
  • Non-Traditional Senior Debt (enterprise value, intellectual property, stretch ABL)
  • Sale/Leaseback transactions (M&E, real estate)
  • Junior Capital (second lien, mezzanine)
  • DIP Financing
  • Bridge Loans
  • Growth Capital
  • Turnaround Financing


• Balance Sheet & Financial Restructurings
  • Renegotiate existing senior & subordinated credit facilities (forbearance agreements, inter-creditor agreements, covenant negotiation)
  • Placing and structuring of new debt and new capital
  • Restructuring unsecured creditor obligations
  • Restructuring the equity base

   

Related Ancillary Services Include

• Representation in financial negotiations regarding restructurings and M&A activity
• Preparation of financing memorandums that “speak the language” of the capital providers
• Pre & Post investment analysis and presentation for senior debt, junior debt & equity investors
• Portfolio company assessment, examination and diligence
• Special project examinations, 13 week cash flow, projection review and sensitivity analysis
• Acquisition diligence including earnings, cash flow and operating analysis
• Pre-investment diligence for senior debt, junior debt and equity investments
• Acquisitions, Divestitures, Recapitalizations, Leveraged Buy-Outs