Capital Markets Solutions

Outsourced expertise for sponsors seeking to capitalize on opportunities

Navigating capital markets can be challenging and time consuming, especially for small- to middle-market funds, independent sponsors, and family offices. Finding a financial partner that can provide the right operating flexibility for current and future needs is critical and takes experience.

Our capital markets platform offers both transactional and full-service solutions for our clients seeking to outsource some or all of their capital markets needs. We bring the expertise of a lender and the experience of private equity to create tailored solutions that make opportunities move faster and more efficiently.

Private equity clients turn to us with their most complex financing issues including integrations, turnarounds, and carveouts. With all of our engagements, the outcome for our clients is increased bandwidth to focus on new transactions and operational performance.

Advisory Solutions

A partner for mature businesses that need capital solutions to expand liquidity or restructure operations, recapitalize their balance sheet, enter new markets, or finance acquisitions or dividends.

With our deep experience as both lenders and private equity operators, we drive every step of the process—from structuring and sourcing to negotiating and funding. We proactively manage underwriting and due diligence to ensure the optimal structure for our clients’ financial and operational needs.

Transaction types include:

  • Acquisition Financing
  • Restructurings
  • Growth Capital
  • Dividend Recapitalizations
  • Sell-Side “Staple” Financings

Structures we offer include:

  • Asset Backed
  • Senior Cashflow
  • Bridge Loans
  • 2nd Lien / Mezzanine
  • Unitranche
  • Minority Equity Investments

Often, our capital markets solutions pair with our other M&A consulting and advisory services. For example, it may mean:

The result is transactions, transitions, and transformations with more efficient access to capital.

Partnered Solutions

Our partnered solutions extend our clients’ in-house resources with an outsourced capital markets arm. By outsourcing the management of debt relationships portfolio-wide, our clients keep their deal teams focused on pursuing opportunities—and their operations teams focused on creating value.

We represent the sponsor with consistency and sophistication across current portfolio holdings as well as potential acquisitions:

  • general advisory and restructuring opportunities
  • amendments, waivers, and defaults
  • bank reporting and oversight in partnership with portfolio company management teams, including reconciliations with lenders to ensure accuracy and liquidity optimization
  • proactive management of ongoing third-party diligence, including field exams and appraisals
  • full-service support for all new transactions

A Trusted Partner

Regardless of the engagement we understand the business, recognize what’s needed from the standpoint of an investor, and deliver the right financing for the opportunity.

From both the buy- and sell-side of a deal, we are an outsourced capital markets solution that extends the reach of any M&A team.

  • Stephen E. Rossi
  • T +1 (424) 220-6800

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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Industry Experience

Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.

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Automotive

While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.

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Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.

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Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.

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Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.

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Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.

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Healthcare

Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.

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Industrials

Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.

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Retail

To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.

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Technology

In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.

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Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.

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Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.

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