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 […]
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 […]
These are the two options for a growing company seeking private 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 […]