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