We work closely with shareholders and managers of privately held mid-market and emerging growth companies to assist them in raising capital.

We advise our clients through each stage of the fund raising process:

• Develop financial projections to determine capital needs and optimum capital structures / Develop or critique business plans;
• Identify and screen potential capital sources;
• Select lenders/investors;
• Prepare marketing materials for lenders and investors;
• Market to lenders/investors and develop their interest;
• Assist in term sheets negotiations; and
• Assist in closing of the transaction.

Mergium spearheads our client’s capital-raising projects and keeps it on schedule, opening up time for their management team to focus on running the business.

Our clients typically raise capital to:

• Finance organic growth initiatives, e.g. finance new facilities, operations, and geographic expansion;
• Finance marketing expenditures in support of new or existing product lines or services;
• Fund the acceleration of research and development programs to commercialize new products and services;
• Restructure the company’s balance sheet;
• Buy out an existing shareholder; or
• Acquire other businesses

We have extensive relationships with a broad array of capital sources:

Please do not hesitate to contact us and let us know how we can help with your financing needs.