Scope of Services Determine Appropriate Capital Needs - Institutional Private Placements
- Senior Debt
- Subordinated Debt
- Equity
Develop effective 3 to 5 Year Growth Plans - M & A/LBO
- Sell side Advisory
- Recapitalizations
Identify Strategic Partnerships - Joint Ventures
- Acquisitions
- Divestitures
Make appropriate (and targeted) Introductions, as Needed - Commercial Banking
- Legal
- Accounting
- Investment Banking
Assist in Developing Business Succession Plans - Corporate Issues
- Personal (Founder) Issues
|