Private Placement of Debt and Equity

 

Raising capital is a critical need for growing middle market companies.  Farlie Turner focuses on understanding the client’s valuation expectations, optimal timing, and other goals.  We address the financing needs for various business strategies including growth capital, acquisition financing, recapitalizations, and management buyouts.  We have a thorough understanding of the private equity and debt markets and relationships with leading financial investors.  Sources of private capital include debt, subordinated debt, and equity.

 

Our private placement process includes the following key steps:

 

Extensive up-front due diligence, including identification of potential issues

 

Development of marketing materials that include a compelling investment thesis and proper positioning of the company

Identifying appropriate sources of funds

Proactive marketing to potential investors while maximizing confidentiality and maintaining momentum

Creating a competitive environment for investors

Assistance in negotiating term sheet to achieve most advantageous pricing and terms

Facilitating and supporting investor due diligence

Negotiating a formal definitive agreement and closing the transaction

Overview
Seller Advisory
Acquisition Advisory
Private Placements
Corporate Finance / Strategic Advisory
Special Situations Group