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.

Private Placements

  • 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

Debt Placements

  • 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