Capital Raising Services

Carleton McKenna assists clients with Capital Raising to support plans to grow, consummate acquisitions, address shareholder liquidity, or effectuate shareholder recapitalizations. Capital alternatives include common/preferred equity, mezzanine/subordinated debt. and term/revolving senior debt. Funding sources include high net worth individuals, venture capital, private equity, senior lending funds and commercial banks.

  • Our capital raises typically include the following services:
    • Assessing a company’s optimal capitalization and sources of incremental capital
    • Generating a valuation analysis
    • Developing a target investor group and effectively positioning the company’s story to the investor community
    • Preparing investor materials and managing communications with potential investors
    • Managing the due diligence process
    • Negotiating with potential investors
    • Assisting with documentation to expeditiously execute a successful capital raise