Financial Advisory Services
Our Financial Advisory team brings more than 25 years operational experience with businesses of all sizes from privately held start-ups to public companies. We can help you find angel investors or obtain subsequent rounds of financing, with typical transactions ranging from $3 million to $25 million.
Working with Paladin Partners' regional network of angel investors and wealth management firms and national network of corporate investors, venture capitalists, and financial institutions, we offer the following services:
Equity Capital
We work with investment sources, securities and corporate finance attorneys, and accounting firms to support our clients at each stage of the fundraising process, including identifying qualified investors, arranging investor meetings, negotiating with investors and counsel, and participating in closing the transaction.
Debt Financing
Working with banks, merchant banks, asset-based lenders, leasing companies, and private lenders and institutions, we help clients find the right mix of debt and equity capital sources to meet their short and long-term capital needs.
Merger and Acquisition
Drawing on our combined knowledge of accounting, finance, law, and industry expertise, we support merger and acquisition strategies from initial evaluation through closing.
Specifically, we establish merger/acquisition criteria, identify targets, initiate the contact, conduct the initial review, present the offer, perform due diligence, negotiate the transaction terms, raise the financing, and assist in closing the transaction.
Strategic Alliances
We identify and develop strategic alliances with domestic and international companies that can support our clients' products or technologies with new sales channels, specialized marketing skills, engineering expertise, expanded manufacturing capacity, or investment capital.
Typically, strategic alliances take the form of a license agreement, sales and service agreement, contract manufacturing agreement, non-recoverable engineering (NRE) agreement, or an equity/debt investment.
Joint Ventures
We structure creative, profitable joint ventures within compressed time frames and with minimal distraction to our clients. Using a hands-on approach, well-grounded in business fundamentals, we work to structure relationships that meet our clients' needs, while solving issues that can't always be addressed by a strategic alliance, merger, or acquisition.
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