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1. Structure the optimal deal and minimize the equity give-up to our Clients.
| Client | Problem | Resolution |
|---|---|---|
|
Client 1 Small, profitable business service company pursuing venture capital to fund acquisition growth. |
Venture capital is the most expensive form of capital. The company was beyond the venture phase, but was still seeking VC funding. | Within 3 weeks, we identified mezzanine lenders willing to provide 75% more capital and take 60% less equity. Presenting the deal using EBITDA run-rate and pro-forma acquisitions made a major difference. |
|
Client 2 Minority equity owner of a distribution company seeking funds for a management buy-out. |
Typical private equity funding would result in loss of control, with investors taking 50%+ equity. | Within one month, we secured a mezzanine lender who funded the buy-out while taking 60% less equity than a private equity investor. Pro-forma growth presentation was key. |
2. Present the best story for the company and create investor enthusiasm for the deal
| Client | Problem | Resolution |
|---|---|---|
|
Client 3 Non-traditional specialty retail business expanding through new stores and acquisitions. |
Investors were uncomfortable with the business model and dismissed it outright. The owner failed to raise capital for 3 months. | We re-positioned the business using clear investor-friendly presentations and restructured the deal to reduce risk. Multiple mezzanine lenders were identified within one month. |
3. Leverage our investor relationship network and rapidly create value for our clients.
| Client | Problem | Resolution |
|---|---|---|
|
Client 4 Lighting technology company with innovative technology but insufficient capital to commercialize. |
The company had unsuccessfully tried to raise capital on its own for nearly one year and was nearing liquidation. | We used our business model presentation framework to clearly communicate the company’s high-growth potential. We introduced the company to a venture group that successfully closed the deal within three months. |
|
Client 5 UK company acquiring its U.S. reseller, which was larger than the acquiring company. |
The owner lacked capital to fund the acquisition. Traditionally, this type of deal would require equity due to insufficient debt capacity. | By presenting the combined companies on a pro-forma basis, we structured the entire transaction as debt. Leveraging our business model presentation and extensive investor relationships, we generated strong mezzanine lender interest, resulting in minimal equity dilution for the owner. |
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