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Mezzanine Funding
Mezzanine Expertise
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Acquisition Funding Expertise
Acquisition Funding Tools
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
Texas is not growing by accident. It is growing by acquisition. As the state’s economy continues to expand, companies are not just starting businesses — […]
Mezzanine debt is a power booster for buyers flexing in a negotiation. The mere existence of mezzanine debt or any form of acquisition unitranche facility […]
Mezzanine debt is rarely seen as a lubricant for execution risk in a leveraged transaction. Often it is viewed negatively as a symbol of “too […]
Asset purchases are a common deal structure in acquisition financing and bring value to the buyer in several ways. Unlike a stock purchase, where the […]
Acquisition financing lenders rely heavily on cash flow stability in their underwriting approach. Providers of acquisition financing capital assume that historical performance is reflective of […]
The distressed company buyer tends to be overconfident as to their plan and underprepared as to their acquisition financing. There are many hidden costs within […]
Understanding the cost of acquisition financing leads to misguided comparisons and ill-informed views. Deal world participants are so focused on the nominal cost of interest; […]
Niche industries are everywhere and present a conundrum for acquisition financing providers. Each lender has their own set deal criteria that governs the types of […]
Roll up strategies need copious levels of acquisition financing, yet capital requirements do not end there. Rapidly scaling companies create capital needs far beyond the […]
First time users of acquisition financing often wade into the deep end with little focus on debt capacity. Debt capacity analysis is the foundation of […]