Our group is integrated with our industry teams to offer clients both debt and equity placement services. We focus on areas for which we have industry expertise and provide tailored strategies to address our clients' unique situations.

Trusted Advice, Customized Solutions.
Contacts

Michael A. Schwartz
Managing Director, Head of Private Financing Advisory
Areas of Advisory Expertise
Overview
- Debt financing
- Structured/minority equity capital raising
- Capital for acquisitions, growth, refinancings and recapitalizations
- Integrated with our sector bankers to bring industry insight into all projects
- Leading capital raising expertise focused on private solutions
Transactions
Refinancing/acquisition financing for HOP Energy, a portfolio company of Delos Capital

Placement of Senior Secured Credit Facility for Nelson Global Products, a portfolio company of Wind Point Partners

Placement of Senior Secured Credit Facility for Thriving Brands, a portfolio company of Trive Capital

Placement of Senior Secured Credit Facility for Calliditas

Placement of Senior Secured Credit Facility for Trimlite, a portfolio company of Wynnchurch Capital

Financing of Airswift, portfolio company of Wellspring Capital Management
