Private Placement

We assist clients in evaluating alternative capital structures and identifying private financing sources to facilitate intended acquisition or growth.

Our Private Placement Services

The sale of equity or corporate debt to a limited group of investors can be an attractive alternative to the public markets. Private placements can be accomplished in a shorter time frame and at a lower cost than a public offering. We assist through the entire process for clients seeking this kind of funding, including:

Analyzing capital needs over varying time horizons
Advising on the type of sources to be approached and their respective criteria
Assisting in the preparation of the confidential private placement memorandum
Reviewing financial projections
Managing the distribution process and maintaining the required level of confidentiality
Arranging meetings and assisting in the preparation of formal presentations
Negotiating terms of an investment
Assisting in transaction close