Financing Strategy & Placement

Obtaining financing on the right terms is essential for our clients to execute their business plans and achieve their objectives. Our experience at structuring realistic financing transactions as well as our comprehensive knowledge of, and access to, a wide variety of North American capital sources allows us to complete successful transactions. We can assist with raising term and operating loans, subordinated debt, equity or project financing.

The Process

• Complete financial analysis of historic and forecast operating results and determine the best financing solution.
• Identify best potential lenders/investors.
• Prepare marketing documents to communicate the nature of the business, the structure, and the financing opportunity.
• Identify all appropriate sources of capital.
• Review term sheets and recommend the right source.
• Negotiate and structure the transaction.
• Manage the lender/investor due diligence process.
• Manage the closing process.