We have extensive experience raising debt and equity capital to finance leveraged  buyouts, acquisitions, recapitalizations, refinancings, management buyouts, and shareholder dividends.

Our process includes:

  • Performing a comprehensive financial analysis of the transaction
  • Helping you determine an optimal capital structure
  • Creating a compelling offering memorandum
  • Locating the right institutional lenders and investors
  • Negotiating closing documents

Recent Financing Transactions

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    2022 has been a year of robust deal making activity in the Business Services sector. Many deals that were expected to close in Q4 2021 overflowed into January 2022
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    On this episode of The Scott Becker Private Equity Podcast, EdgePoint Managing Director Matt Bodenstedt can be heard discussing his career journey transitioning from a Health System to Investment Banking.
Simmons Grain Company
CLIENT STORY

Liquidity and control—you can have both

We helped this leader in the organic food industry achieve unique objectives that included a dividend recapitalization, minority investment with a financial sponsor, and an augmented role for the leadership team.

Let's discuss your capital needs.