SERVICES – DEBT AND EQUITY CAPITAL RAISING

Today the entire spectrum of the capital structure is readily available to middle market firms from traditional sources such as banks, finance companies and institutional lenders. In addition, non-traditional sources such as hedge funds, mezzanine funds and unitranche and specialty lending have opened up to the middle market client.

White Oak Group professionals have extensive experience working both within and alongside financial institutions in structuring, negotiating, arranging and placing the entire range of cash flow, asset-based, asset-backed and privately placed debt securities for private and public middle market clients.

Our experience includes working with client companies to raise capital for a wide range of purposes including funding growth, providing liquidity and to facilitate recapitalizations resulting from ownership changes and other factors. We also have expertise sourcing and restructuring capital for companies experiencing operational or financial distress.

Representative types of securities placed include:

  • Cash flow revolving credit and term loan facilities
  • Asset-based credit facilities
  • Asset-backed revolving purchase facilities
  • Term debt facilities
  • Real estate loans, sale-leaseback transactions, securitizations
  • Subordinated / mezzanine debt
  • Preferred stock, common stock