Capital Raising

Capital Raising Services

Carleton McKenna & Co. assists clients with capital raising to support growth initiatives, 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 can include private equity, venture capital, mezzanine funding, senior lending funds, commercial banks or a unique combination of financing partners.

Our capital raise advisory services typically include the following:

  • Assessing a company’s capital needs, optimal capitalization and sources of incremental capital;
  • Generating a high-level valuation analysis;
  • Developing a targeted prospective investor/lender group and effectively positioning the company’s story to potential partners;
  • Developing teasers, confidential information memorandums, management presentations, and other communication or marketing documents as needed;
  • Managing communications with potential investors/lenders;
  • Overseeing the due diligence process;
  • Negotiating with prospective investors/lenders on structuring, timing, pricing, and potential financing terms;
  • Assisting with documentation review to execute a successful and timely capital raise.

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