Finding the right financing structure for an acquisition can sometimes be the most difficult part of the process. When structured correctly, a transaction will provide right amount of liquidity to the acquiree, without hindering the acquiror’s potential for future success and growth. When contemplating mergers or acquisitions, whether buy-side or sell-side, it is important to […]
The Myth For many years, the dream of receiving financing from a venture capital firm, whether from Silicon Valley, New York, or elsewhere, has captivated entrepreneurs and has been one of their central focuses. The image of plentiful venture capital readily available to creative entrepreneurs has been cultivated by the industry itself, as well as […]
Perhaps the most important aspect of any corporate transaction, whether a private offering of securities, a public offering, a merger or acquisition or otherwise, is what is known as “due diligence”. “Diligence is the mother of good fortune.” – Benjamin Disraeli The Basics of Due Diligence Due diligence requires the review of all material documents […]
When entrepreneurs raise capital, there are two things that are generally thought of as being most important: valuation and amount of capital raised. One attribute that is commonly forgotten is how friendly the capital is. By “friendliness” we are referring to the covenants, adjustments, and resets attached to that capital. Are there resets if you […]
The public market provides a unique opportunity for companies to secure capital while maintaining more control over their operations compared to private funding. Unlike private equity or venture capital, public market capital tends to come with fewer restrictions or covenants, allowing business leaders more flexibility in executing their growth strategies. Publicly traded companies also typically […]
When companies are exploring credit financing, they are often overwhelmed by the different options available. Most companies find that their traditional bank does not offer financing that meets their needs and turn to alternative lenders. Alternative lenders are typically family offices, private equity funds, or other funds that silo off a portion of their capital […]
Depending on your company’s situation, different forms of capital may be better than others. This blog will help you decide what form is best for your business. The Types of Capital Equity Capital Equity capital transactions involve an individual or entity purchasing ownership in a company. The company receives funds from the investor, and in […]
These are the two options for a growing company seeking commercial credit in 2025. Traditional Banks While traditional bank financing can be great, emerging growth companies typically cannot obtain traditional bank financing. When a bank reviews a company with high growth, the bank sees risk, but fails to see opportunity. Banks prefer stability to growth, […]
Throughout our careers, we have been pitched by thousands of companies and worked with countless companies to prepare them for and match them with the right capital partners. Here are the top five reasons we’ve seen why investors say no. The 5 Most Common Reasons Investors Say No Management’s inability to tell the story If […]