In a challenging economic environment with capital not easily obtainable, the need is all the more pronounced to have an experienced advisor to navigate the capital markets to obtain the right form(s) of capital and from the right sources. CKS helps its clients raise all forms of capital—bank financing, mezzanine debt, preferred stock and common stock for a variety of purposes:
- Growth Capital
- Shareholder Liquidity Needs
- Correcting over Leveraged Balance Sheets
Working with our clients, we first develop an understanding of the needs of the client and the uses of the proceeds. Based upon these needs, we then determine what form(s) of capital is required. To meet these needs, we maintain active relationships with numerous private equity groups, regional and money-center commercial banks, mezzanine funds, venture capital firms and asset based lenders.
CKS guides its clients through the entire financing process and follows an established set of procedures to obtain the capital. These steps are as follows:
- Understand the Objectives of the Company and its Shareholders
- Determine the Type of Capital Required
- Advise Companies as to Optimize Capital Structure and Cost of the Capital
- Prepare a Descriptive Memorandum
- Identify Logical Capital Sources
- Market the Company to Such Sources
- Obtain Term Sheets From Interested Sources
- Conduct Management Presentations
- Select the Best/Most Attractive Capital Sources
- Guide the Company in the Due Diligence Process
- Work with Company’s Counsel Regarding Definitive Documentation
- Close the Financing