Investment Banking Services

Mezzanine Financing

An important part of our investment banking services is helping buyers arrange SBA loans and/or other third-party mezzanine financing to facilitate a transaction. A mezzanine loan is designed to bridge the gap between a buyer's equity investment and the seller's carry-back financing. Mezzanine financing allows a buyer to provide a significant cash payment to the seller while financing the purchase over a longer period than a seller would normally be willing to accept.

We assisted our clients in arranging mezzanine financing for the following transactions:

  • MZF, Inc.
  • DEC Automotive Products Corp.
  • Stoney Ridge Winery, Inc.
  • Brown and Swiney, Inc.
  • Kinney Investments
  • In Seop Park

Refinancing

In addition to working with buyers to obtain mezzanine financing, we work with existing businesses to refinance their current debt load, often by arranging SBA loans. Many of our clients have long term debt, short term equipment financing and lines of credit. We can work with you to review your current debt structure to see if a restructuring of the debt would provide an increase in cash flow, freeing money for investment in other areas of the business.

CASE STUDIES

INGALLS POWER PRODUCTS WAS SOLD TO EXIDE TECHNOLOGIES. READ MORE >

HUTTON COMMUNICATIONS, INC. ACQUIRES ELECTRO-COMM DISTRIBUTING, INC.
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WHITE PAPER

SELLING YOUR BUSINESS -- AN OVERVIEW OF THE STEP-BY-STEP PROCESS INVOLVED IN SELLING A CLOSELY HELD COMPANY READ MORE >