Investment Bankers to the Middle Market
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Corporate Finance Advisory

Capital Resources for Businesses

For over fifty years, we've been managing complex financial transactions that maximize value for our customers while earning their trust and building long-term investment banking relationships. Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance. It also promotes maximum competition among lending sources, helping to fully leverage value for our clients. Securing financing or capital resources can be a complex process. Structuring a favourable deal requires extensive knowledge of debt and equity markets and sources, the analytical skills to compare competing offers, and the transaction expertise of a knowledgeable advisor to maximize value. With CFA, you'll work locally with a senior principal, who can help you develop financing alternatives and recommend an appropriate course of action, identify prospective debt, equity and joint venture partners, and work with them diligently to obtain the capital you need.

As an Investment Bank, our role is to evaluate your company's financial needs and to help you raise the type of capital that best fits those needs. The term “Corporate Finance” is associated with transactions in which capital is raised in order to create, develop, or grow businesses – i.e. with transactions in which capital is raised for the corporation. In the Public and Private Markets, these may include:

  • Raising seed, start-up, venture capital or growth capital
  • Capital required for Mergers, demergers, acquisitions or the sale of private companies
  • Capital required for Management buy-out, buy-in or similar of companies, divisions or subsidiaries – typically backed by private equity
  • Financing joint ventures, project finance, infrastructure finance, public-private partnerships and privatizations
  • Secondary equity issues, by means of private placement
  • Acquisition financing
  • Buying out a Partner

CFA professionals have deep experience in the debt, mezzanine and equity markets. We maintain active relationships with numerous institutional investors, including major investment funds, family funds, private equity groups, Venture Capitals (VC), Non-Banking Financial Company (NBFC), and hedge funds. Our clients are guided through the financing process, enabling management to focus on day-to-day operations. For companies seeking a broad range of financing alternatives, CFA arranges private placement of debt and equity securities through its relationships with institutional and private investors. Our private placement abilities have enabled our clients to expand effect ownership transitions, recapitalize and acquire other companies.

Process

We assist our clients in:

  • Clarifying the goals and objectives of the Shareholders
  • Determining the best source of financing to meet the company’s operating needs
  • Recommending a strategy for raising funds
  • Clearly demonstrating the Company’s Value in a Confidential Information or Private Placement Memorandum
  • Working with the appropriate strategic lenders and investors
  • Assisting in the negotiations for the best terms in the transaction

Whether our clients are securing capital for business acquisitions, to fund business growth or to provide shareholder liquidity CFA investment bankers are experienced in assisting with your financing strategy.

Venture Capital Advsory & Private Equity Advisory

Be it product enhancement, go to market, market expansion, scaling up human resources, working capital or margin, asset modernisation or any other form of Venture or Growth capital being seeked, CFA works closely with management teams in pursing such strategic objectives starting from design of transaction strategy to process management up through closing.

Corporate Structured Finance Advisory

When it comes to special opportunities or situations, business owners often seek to innovative non-orthodox means of financing to capture the anticipated value. Be it bridge capital, buying out a partner, management led buy-out, promoter finance, private equity buy back or any other special situations funding, CFA works closely with business owners from design of the transaction strategy to financial closure.

Acquisition Finance

Given our global cross-border transaction experience and reach coupled with our network of financial institutions, CFA works closely with entrepreneurs in pursuing their inorganic growth strategies. Not only do we initiate acquisition search to closing process with prospects but also build in most appropriate financing structures for asset or stock purchase transactions. Be it leveraged, management led, bolt on, add on or other such acquisition strategies, CFA works end to end with entrepreneurs in pursing such strategic acquisition objectives.