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Mezzanine Funding
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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
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 […]
Acquisition Financing can create a fortune for enterprising founder-owned companies. It does not happen by accident though and it takes focus on how to integrate […]
Why Competitive Deals Are Won on Structure, Not Price Structure signals a buyer’s seriousness and separates the men from the boys. Strong structures such as […]
Mezzanine capital is built for the long term, providing companies with a sound financing structure for a high growth journey. It historically has played a […]
The single most important decision a mezzanine debt lender makes is talent evaluation of the management team. Good management can lead to a great outcome. […]