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Capital Raising (Debt/Equity)

 


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:







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