Financial Advisory: Private Placement Advisory

"The person who gets the farthest is generally the one who is willing to do and dare. The sure-thing boat never gets far from shore."

A private placement is a means by which a business owner can access the private capital markets through the arrangement of funds in the form of senior debt, subordinated/mezzanine debt, or equity capital. The Hulburt Group assists privately-held business owners raise capital for a variety of purposes including acquisitions, planned expansions, funding business operations, restructurings or recapitalizations, owner transitions, and other strategic reasons. We use our experience, creativity, and responsiveness to assist middle market business owners arrange debt, mezzanine, and equity capital.

Our private placement advisory services include

• Analysis of company capital structure alternatives
• Analysis of company debt capacity
• Assessment of the feasibility of our client’s financing objectives or requirements
• Design of the most optimal capital structure in order to achieve our client’s objectives
• Analysis of the cost of capital associated with each level of the capital structure
• Identification of prospective financing sources and investors
• Preparation and distribution of the financing memorandum
• Negotiation and structure of price, terms, and conditions
• Lead advisor through to successful closure