Services
Areas of Specialization
- Growth capital
- Recapitalizations
- Acquisition financing
- Restructuring of existing debt
- Reverse mergers
- Shareholder enhancement plans
Investors and Lenders
- Global financial and strategic institutional investors and lenders
Debt Financing
- Criteria
- Growth-oriented private or public companies
- Revenues of $15 million or more
- Normalized EBITDA of $1.5 million or more
- Strong management team
- Any industry
- Deal size of $3 to $100 million
- Types of Loans Arranged
- Senior debt (asset-based with or without cash flow portion)
- Subordinated/Mezzanine debt
- Combination of senior and subordinated debt (as necessary)
- Commercial and industrial real estate
- Bridge loans
- Equipment leasing
- Factoring and flooring
- Stock loans - corporate or insider holders
Equity Investments
- Criteria
- Growth-oriented private or public companies (listed on NYSE, AMEX, NASDAQ)
- Revenues of $25 million or more
- Market capitalization of $25 million or more
- Strong management team
- Any industry
- Deal size of $5 to $100 million
- Types of Investments Arranged
- Common stock
- Convertable preferred stock
- Convertible debt
- Equity lines of credit
- Sales of restricted and/or insider shares
- International dual listed companies and ADRs
- 144A transactions
- Letters of credit (in conjunction with other financing)
Other Services
Our relationship with Colony Park Financial allows our clients to benefit from services in addition to the corporate finance expertise we provide them. These services include:
- Wealth management for key employees:
- Customized investment portfolios
- Stock option financing
- Advisory services
- Retirement Plan Servicess:
- Employee Related Health Benefits:
