Financial Structuring and Banking
Negotiation and Evaluation of Equity and Debt Facilities
Equity and debt financing can make or break your business. As a business owner, you need to get beyond the spreadsheet and the smooth talk to understand the actual terms and implications for you and your business.
I bring 30 years of evaluation and negotiation experience – including over a billion dollars in private equity and structured finance deals – to your transaction. I can help you understand the numbers and terms – and assist in vetting term sheets, potential partners, and deal structures to meet your objectives.
You may be raising money, transitioning your business, or finding yourself in “special credits” or a severe default or potential business failure. Each of these cases requires a calm assessment of alternatives and a negotiated outcome that protects you and your life’s work.
I also work with banks, private lenders, and financial sponsors in turn-around, receivership, DIP, and transitional management situations to stabilize the assets and position them for sale, refinance, or successor management. This includes real estate assets, small and mid-sized businesses, and family-owned enterprises and estates.
Key Expertise:
- Representation to negotiate debt and equity facilities
- Work-out, restructuring, and receivership operations and consulting
- Preparation of financing packages and pitchbooks
- Evaluation of term sheets, loans and structured finance facilities
- Vetting bankers, financial sponsors and management teams
Negotiation and Evaluation of Equity and Debt Facilities
Offering Financial Advice And Management To Businesses Great And Small
Practice Areas
- Banking & Finance
- Capital Markets
- Competition Evaluation
- Controls Evaluation
- Corporate M&A
- Receiverships
- Labor & Employment
- Private Financial Planning
- Real Estate
- Bankruptcy
- Turn Around Management
- Dispute Resolution
- Energy & Resources
- Business Valuation
- Expert Witness Services
- Taxation
- Executive Coaching
- Board Service
- Hiring and interviewing
- Dispute Resolution