Capital Markets Advisory

The Strategic Capital Solutions group provides relevant, timely insights on capital raising and capital structure advisory. We work closely with Lazard’s industry groups and practice specialists to increase our clients’ preparedness for navigating complex financial needs, and to build support from key stakeholders for critical capital decisions.

We conduct strategic assessments of our clients’ capital structure and financing alternatives, leveraging our proprietary databases, sophisticated data analytics, and the combined expertise of our team. Our thoughtful and tailored analysis also helps to inform key strategic events under evaluation, including growth capital raising, sponsor relationships, or changes to capital allocation priorities.

We provide conflict-free, strategic and tactical advice on equity-focused issues, equity capital-raising alternatives, and on all aspects of deal execution. Our team has expertise built on decades of experience advising on topics including traditional IPOs, direct listings, follow-ons, PIPEs, equity-linked convertible bonds, block trades and at-the-market (ATM) offerings. Our services include:

Initial Public Offering Advisory
We provide IPO advice to private companies, founders and financial sponsors on topics including monetization alternatives, execution strategies, listing locations, valuation analysis, underwriter selection process, execution risk assessment, marketing strategies and shareholder targeting.

Capital Raising
We advise public companies, founders and financial sponsors on raising different forms of equity capital, including secondary stake sales, follow-ons, rights offerings and equity-linked issuance in marketed or bought deal executions.

Derivatives Expertise 
We advise clients on structuring and use of equity derivatives, options trading activity, valuation of warrants, call spreads and other esoteric or bespoke structures.

Corporate Separations
We provide equity market perspectives and advice on corporate separation transactions including spin-offs, carve-out IPOs, split-offs and tracking stocks, incorporating our expertise on a broad range of structuring, valuation, capital structure, execution and investor marketing topics.

Our Debt Capital Markets and Private Placement team provides comprehensive, independent financing solutions to our clients. The team has decades of experience structuring and executing public and private market transactions.

We are independent, objective advisors with world-class in-house distribution capabilities. As such, we approach each situation agnostic toward the solution, with the skillset to execute in any market.

The team advises clients on all aspects of public and private debt and structured equity transactions with broad applications: refinancing, acquisition financing, capital structure optimization, covenant relief and liability management, dividend recapitalization, rescue financings, liquidity enhancement, growth capital, infrastructure financing, project financing and debtor-in-possession financings.

Our longstanding direct relationships with public and private market investors generate real-time market insights, shape our market views and strengthen the quality of our execution.

Lazard is a global leader in providing innovative capital solutions for clients, advising them on secondary transactions, GP solutions and private equity, credit and real asset fundraising through a globally integrated platform.

With over 85 professionals across the United States, Europe, Asia and Middle East, the Private Capital Advisory team has deep relationships with over 3,700 institutional investors providing clients with access to a broad universe of capital providers. The team has engaged in more than 500 assignments since 2003, raising hundreds of billions of dollars of capital with our clients.

Growth Capital Advisory is a global team with a presence in North America and Europe focused on advising the world’s leading fast-growth, private companies on venture capital and growth equity capital raising.

As companies choose to stay private for longer and raise more equity in the private markets, our team helps firms bridge the scale-up funding gap and supports their evolution within the venture and growth ecosystem.

The team is staffed by experienced venture brokers and investment bankers with research, engineering and entrepreneurial backgrounds, with support from the global Lazard network of industry, sector and geographic specialists. We bring growth companies and investors together through personal introductions, information resources and events.