Successfully closing a financing transaction requires careful preparation.
We assist in planning, structuring and managing private placements and debt solutions up to $20 million. We are heavily involved in the preparation stage.
- Structuring the financing to minimize dilution while meeting the IRR requirements of the target financing sources
- Assist in drafting a well-crafted Offering Memorandum
- Developing detailed financial models
- Identifying and introducing of potential investors and guidance on the terms of the placement
- Institutional funding of client
- Review Income Statement and Balance Sheet
- Determine amount of possible funding
- Package the request
- Submit to funding sources
- Complete the process