Overview
Helping service companies grow to meet their customers’ needs
Our leaders are industry veterans with deep experience, proven track records, and a sophisticated understanding of research, forecasting, and financial agreement structures. We have a boots-on-the-ground understanding of regional industries, market conditions, trends, and customs, and get to know you and your business personally.
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
- Debt Refinancing
- Debt Diversification
- Expansion and Growth Capital
- Acquisitions
- Stock buyback / recapitalization
- Employee Stock Ownership Plan (ESOP)
Structural characteristics
- Fixed / floating rate
- Unsecured / secured
- Maturities of 3 to 30+ years
- Amortizing 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