Shareholder distribution
Capital that delivers flexibility, diversification, and liquidity
Overview
What is a shareholder distribution?
Shareholder Distributions involve raising capital to restructure the debt and equity mixture on a company’s balance sheet to fund a special dividend return to shareholders.
We understand that capital often flows both directions over the course of a relationship between shareholders and a business. At times, shareholders are looking to finance growth or weather challenging economic environments. In other instances, it’s the right time to make a distribution. Whatever your situation may be, we provide a variety of leveraged recapitalisation solutions to sponsors and corporations, with consistent contact and support afterward.
Overview
Typical size, structure, uses, and benefits ▼
Typical size
- Senior debt: $10 million - $300+ million
- Subordinated debt: $15 million - $150+ million
- Preferred equity: $10 million - $50+ million
Typical uses
- Diversification of wealth
- Changing family dynamics
- Charitable contributions
- Providing liquidity
Structural characteristics
- Fixed / floating rate
- Unsecured / secured
- Maturities of 3 to 30+ years
- Amortising or bullet maturities
- Senior debt, alongside subordinated debt / equity (if needed), for a seamless solution with a single, relationship-oriented capital provider
Issuer benefits
- Supportive, patient, relationship-oriented partner
- Deep pockets to provide follow-on capital to fund your future growth
- Understanding the complexities of your particular business
- Capacity to fund across your capital structure with senior debt, subordinated debt, and preferred equity
