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Private Market Financings

SRR regularly assists clients in arranging the financing they require to pursue growth opportunities, consummate acquisitions or to address shareholder liquidity objectives and recapitalizations.

Our investment bankers develop detailed financial models that evaluate the most cost effective capital structure, while maintaining the greatest possible financial and operating flexibility going forward.  We analyze and evaluate the quantitative and qualitative aspects of a financing decision. SRR has extensive relationships and is in regular contact with senior lenders, mezzanine investors and institutional equity investors. These relationships give us the ability to quickly determine those financing sources with the greatest interest in a particular transaction type, capital structure or industry.

We assist clients in arranging financing for the following types of situations:

Transaction Financing – Arranging the financing required to complete an acquisition can be a significant undertaking. SRR clears the market for the most competitive terms across the entire capital structure. We also work to ensure that after the transaction, the capital structure provides the flexibility to accomplish the company’s future objectives.

Shareholder Recapitalizations – Business owners often require assistance in evaluating the desirability of achieving partial liquidity for their business while maintaining an active role in management. We are frequently involved in situations where one shareholder may wish to exit an investment while others wish to retain their interests. SRR helps companies arrange the debt and/or junior financing required to accomplish these types of transactions.

Growth Financing – Many businesses require financing in order to take advantage of attractive growth opportunities. Whether it involves product line/facility expansion or working capital to scale a rapidly growing organization, SRR has the ability to identify financing sources for a wide range of situations.

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