capital sourcing

Businesses need capital for many reasons, including growth, financial distress, new business opportunities, partial succession planning and many others.  Today’s capital markets offer a plethora of rapidly changing financing options, so finding the right financing for the task at hand is more critical than ever for a business owner. 

Corporate Financial Advisors established relationships with hundreds of capital sources enable us to identify and close deals for our clients with the most appropriate financial partners and at the most competitive pricing and terms available.  Our process involves the following steps:

• Assessing the overall requirements of the business owner and the financing objectives in this particular situation
• Analyzing the current and future financing needs of the business
• Developing an optimal capital structure
• Preparing the Financing Memorandum and other marketing materials
• Identifying the most appropriate financing sources
• Negotiating and structuring financing terms and conditions
• Facilitating the due diligence process in a manner least disruptive to our client’s business and personnel
• Managing the documentation process through closing