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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
Lenders are conservative and use a number of protocols to test the business risk of their lending applicants. This is especially true for mezzanine debt […]
Financial Models contain tea leaves about your financing chances with mezzanine lenders. There are several things to be mindful of when constructing the model, so […]
Mezzanine lenders are expert sleuths at exposing fancy financial engineering in deals. It happens very quickly almost before the investment banker is finished with the […]
While profitability is great to have and certainly a key criterion, it alone does not lead to a successful mezzanine debt raise. Profitable companies can […]
Quality of EBITDA is more important than quantity of EBITDA to the mezzanine lender. Adjusted EBITDA is the sine qua non in the finance industry, […]
Limited capital has never stopped a smart entrepreneur from securing acquisition financing. Lenders evaluate the overall strength of the transaction, the buyer’s experience, and the […]
Middle market deals require velocity, as the longer the acquisition financing process stretches out, the less likely the closing. Each closing is arduous and requires […]
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 […]