Capital Raising

Capital Raising Services

Carleton McKenna & Co. assists companies 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. We also supplement capital raising efforts of third party debt and equity funds. Funding sources can include family offices, financial institutions, private equity, venture capital, mezzanine funding, senior lending funds, commercial banks or a unique combination of financing partners.

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The Capital Raise Advisory services typically include:

  • 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.