Trusted Advice, Customized Solutions.

Our group is integrated with our mergers & acquisitions and restructuring teams to offer clients a range of financing solutions, including advice on capital structure, refinancings, recapitalizations, equity private placements, IPOs, and equity capital markets. We focus on areas for which we have industry expertise and bring to bear deep investor relationships to solve financing needs.

Contacts

Michael A. Schwartz profile photo
Michael A. Schwartz

Managing Director, Corporate Finance Advisory Group Head

+1 212 418 3227

New York

Areas of Expertise

Overview

  • Integrated with our sector bankers to bring industry insight into all projects
  • Focused on providing tailored financial solutions for clients
  • Financings primarily executed as private placements with transactions spanning the entire capitalization
  • Deal sizes are generally between $50 million and $500 million

Broad Capital Structure Advice

Offer a range of financing solutions, including advice on:

  • Capital structure
  • Financings
  • Equity placements
  • Equity capital markets

Debt & Equity Placements

Debt Placements: Originate privately-placed new-issue debt transactions for the following use of proceeds:

  • Acquisition finance
  • Growth capital
  • Refinancing
  • Dividend recapitalizations

Equity Placements: Advise on the execution of privately-placed junior debt and structured equity opportunities

Transactions

19 Jun 2017

Debt financing advisory for American Medical Depot

01 May 2017

Acquisition financing advisory for Matilda Jane on its sale to Webster Capital

01 May 2014

Debt refinancing advisory for Act For Health d/b/a Professional Case Management