Private Placements

Are you ready to accelerate?

To grow, companies need capital – it’s that simple. Whether it is debt or equity, access to capital is essential for success. Successful private financings incorporate the following key elements:

• Positioning. Thoughtful strategic, market and financial positioning of a company and security are pivotal to a successful private financing process.
  
  
• Preparation. Concise and effective marketing materials present the new issue in the best possible light and highlight the strength of the underlying investment opportunity.
  
  
• Investors. Your investment bank needs to have active relationships with a large and diverse pool of relevant and motivated investors. Many investors simply do not have the bandwidth to adequately review all of the unsolicited investment opportunities that they receive. As a result, your chance of success is greatly improved by working with a financial advisor that has a reputation for presenting attractive investment opportunities.
  
  
• Management Participation. Although management will be intimately involved in the transaction, your investment bank should strive to minimize management’s burden and distraction throughout.
  
  
• Competition. Creating competition between investors can result in significantly improved valuations and investment terms. However, the competitive process needs to be carefully managed to avoid alienating potential investors.
  
  
• Negotiation & Closing. Effectively executing a competitive private placement is a sophisticated process, requiring knowledgeable coordination and oversight. No two private financings are the same. Experienced investment professionals will accelerate negotiations and streamline the process.

Our team can effectively assist you throughout the full life-cycle of your private financing transactions. We have extensive experience with transactions up and down the capital structure – that is, all different types of equity and debt placements. Our reach is also extensive, both domestically and internationally. For equity, we know the angels, venture firms, private equity firms and strategics. For debt, we know the venture debt funds, direct lenders and commercial banks. Bottom line – we know the markets and how and where to find capital.