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.