Capital Raising Services
Capital Raising Services
We provide clients with access to privately-sourced equity and debt capital (both senior and subordinated/mezzanine) to enable them to:
- Fund organic growth
- Finance acquisitions
- Transition ownership
- Undertake minority and dividend recapitalizations
We have regular dialogues with investors who are very knowledgeable about middle market IT and Business Services companies, have invested in them and are eager to commit capital to additional middle market companies in these markets.
Because we have had broad experience helping clients to execute IPOs successfully, we are able to provide them with first-hand, professional advice as they prepare for all aspects of the IPO process, including underwriter selection.
Going public is no small task. In order to “do it right,” companies should expect to spend months preparing before meeting with potential underwriters to begin the process.
Our priorities are to:
- Deliver unbiased, creative advice to our clients
- Tell them what we think rather than what we think they want to hear
- Produce optimal outcomes for them and negotiate transactions that "work," both now and over the long term
- As the result of the quality of our advice and execution, earn the right to become their trusted investment banking advisor going forward
Direct Investments
We distinguish ourselves from other investment banks by our ability to advise clients on important recapitalization and capital raising transactions as well as our willingness to invest directly in them. In these transactions, we typically participate alongside lead investors in financings in which we have an investment banking role. But we may also participate in transactions in which we have developed a relationship directly with the client company or lead investor. In this respect, we may operate and behave more like a merchant bank than an investment bank. We want to partner with our clients as they enjoy success in addition to assisting and advising them on important initiatives.
Our investments may include:
- Venture capital for emerging growth companies
- Growth capital for more established companies
- Capital for leveraged acquisitions or recapitalizations for growth-oriented companies with strong cash flows