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.
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
- Growth Capital
- Dividend Recapitalizations
- Sell-Side “Staple” Financings
Structures we offer include:
- Asset Backed
- Senior Cashflow
- Bridge Loans
- 2nd Lien / Mezzanine
- 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.
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.