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Mezzanine Funding
Mezzanine Expertise
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Case StudiesMezzanine Debt Raising Services
Provide Structural Expertise
- Determine the right amount of growth capital needed.
- Design the optimal mezzanine debt structure.
Provide Business Plan Development Expertise
- Develop business plan fundamentals and client growth story.
- Ensure that the business plan and growth story are suited for the mezzanine debt lender.
- Write the business plan using pro forma concepts and other analytical tools.
Targeting the Mezzanine Debt Market
- Select the appropriate mezzanine debt lenders to target from our database.
- Provide background information and market information about each mezzanine debt lender.
- Develop the mezzanine debt lender target list based on size, type of deal and company.
- Contact the mezzanine debt lender.
- Introduce the mezzanine debt lender to the company.
Manage the Mezzanine Debt Process
- Distribute the business plan and help educate the mezzanine debt lender as to the company’s strategy.
- Provide high level commentary to the mezzanine debt lenders about the company.
- Manage the mezzanine debt lender interaction process.
Provide Value Added Insight to Selection of Mezzanine Debt Lender
- Assist management in assessing the value of each mezzanine debt proposal.
- Assist management decide which mezzanine debt lender is preferable to move forward with.
- Assist management select the mezzanine debt lender that offers the best combination of capital flexibility and long term value.
Coach Management and Manage the Mezzanine Debt Closing Process
- Prepare and coach the company for financial review and business review conducted by the mezzanine debt lender.
- Manage the closing process in conjunction with the company’s counsel.
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What We Offer
- Corporate Finance Expertise
- Vast Practical Experience
- Legendary Customer Service
Latest M&A Industry Updates!
- Current trends in Lower Middle M&A Market and Middle-market Mezzanine!
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- Mezzanine Funding Solutions
- Advisory Services
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From Our Blogs
Some loan approvals are simple while others are a winding road. Mezzanine financing is one of the most difficult loan approvals in the credit market. […]
No two deals are alike in the middle market. This reality creates the need for bespoke mezzanine financing structuring to accommodate the unique aspects of […]
Conventional corporate finance theory suggests that equity is the primary key to driving big acquisition growth, not mezzanine financing. That equity due to its risk-return […]
Mezzanine financing creates huge scaling value with roll ups, yet it is often overlooked in the capital search. It is the ultimate roll-up play leading […]
When structuring an acquisition, the type of capital you choose can have a profound impact on long-term returns, control, and flexibility. Two of the most […]
Mezzanine financing due diligence takes serious commitment from a borrower. Lenders look at every nook and cranny imaginable to understand the business and deem it […]
Most founder-owned companies and independent sponsors are not backed by private equity funds, which makes it harder for them to mobilize acquisition financing when needed. […]
All acquirers have a need for speed. Usually, this is driven by the importance of the acquisition financing strategy itself. It can be consolidation, diversification […]
Acquisition Financing Term sheets are creative portrayals of lender interest, part-legal document and part sales presentation. Lenders use them to show their formal interest in […]
Roll-up acquisition strategies are all the rage and all buyers want in. The lure of growing rapidly and building layers of equity value is too […]