ClearRidge provides a comprehensive range of equity and debt advisory services to secure the most cost effective capital solution for:

• Acquisition Financing
  
• Buying Out a Minority or Majority Shareholder
  
• Recapitalization
  
• Growth and Expansion
  
• Turnaround Financing

Every business has unique capital needs and should have a unique and tailored capital structure. Moreover, businesses are constantly evolving and changing, so the structure should be tested regularly to ensure, on an ongoing basis, that it best meets the needs of the business.

It is important to build a financial model to be used as an ongoing management tool to analyze alternative strategies and become an integrated part of business planning. It can also be used to test every combination of debt and equity, as well as model the costs and implications of the rate, terms and restrictions of different types of debt and equity. Only then can you reliably determine the best capital structure for your business.

Once you have a clear understanding of the ideal capital structure, you can then go to market to find the capital providers that best fit that need.  While there are countless debt and equity types, the capital for a midsized company typically falls under three main categories:

1)  Senior Secured and Unsecured Debt

We are in regular contact with senior debt capital providers, banks, mezzanine, equipment and specialty lenders, giving us the ability to properly assess each resource for our clients by preferred structure, pricing, approval process, turnaround time and deliverability.

The key is to structure the right deal and find the lender that provides the best fit to our client’s needs.

Every client has a unique situation and requires a tailored solution.  Our track record and relationships allows our clients access to a broad range of lenders to provide the right credit in a cost-effective and timely manner.

2)  Subordinated and Mezzanine Debt

Companies often require subordinated debt and mezzanine financing in situations where their capital structure represents an opportunity to finance growth or acquisitions. Using subordinated financing can boost debt capacity and lower overall financing cost.

We are in regular contact with sources of subordinated or mezzanine debt, including second lien lenders, mezzanine specific lenders, equity and hedge funds.

It is important to understand the current dynamics for lending in this environment in order to be able to structure a competitive financing package.

3)  Equity Financing

Rather than going to public markets for capital, many midsize companies are choosing private sources of capital. In order to negotiate the best terms and find the best fit for a client’s company, it helps to choose from a large, qualified pool of equity capital candidates.

Our goal is to advise our client and deliver a range of competitive terms and deal structures for them to choose from. We then assist the client in negotiating financing and due diligence with the preferred capital provider.

Our Directors have completed over 100 debt and equity financing transactions. We have combined the lessons learned from these experiences and our active network of financing sources into a process designed to achieve cost effective capital solutions.

Our process consistently results in satisfied clients through successful transactions and improved terms and conditions.

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