Raising Capital and Liquidity for Owners

Conditions are near perfect for owners seeking capital and/or shareholder liquidity. Well prepared owners are the biggest winners.

Private equity investors, lenders and corporate buyers are eagerly putting capital to work. They are highly competitive and expect issuers/sellers to rise to disciplined standards for completing transactions.

Matching your objectives with the right type of transaction and best-suited investor/buyer can be complex. This dashboard is intended to help owners refine what can reasonably be accomplished.

Sorting through your choices with us positions you to make informed decisions and avoid surprises.

Each of these tracks has its own established norms and issues and participants. Aim to select the relevant track and understand it inside-out from the start of the process.

Owners can do themselves a big favor by appreciating the discipline other principals accept in order to remain relevant in competitive markets. This realization by family-controlled and closely held businesses contributes to increased sophistication and efficiency. That drives standards and expectations for everyone involved.

We encourage clients to understand the issues most important to themselves and the other participants in their transactions. The detailed priorities of a lender helping to finance a new production facility or an acquisition can vary significantly from an equity investor’s. Be open minded to the priorities of others so that you can satisfy their requirements

Well informed owners can streamline discussions by crafting a comprehensive term sheet and specifying details to increase certainty of completion.

Invite us to discuss your situation and offer suggestions that just might move the needle for you.