Raising Capital to Fit Your Strategy

We assist clients in raising private capital from institutional sources to fund growth opportunities, recapitalize the business, conduct a leveraged or management buyout and for strategic acquisitions.

Based on your circumstances and objectives supported by rigorous financial analysis, we help determine the appropriate type and size of capital raise. With a myriad of sources available, we help you identify and target the most suitable investors, aggressively market the opportunity, clearly communicate the story, negotiate favorable terms and guide execution through closing.

Typical transaction size is at least $15 million and types of capital raised include:

  • Common and Preferred stock
  • Senior debt
  • Subordinated and Mezzanine debt
  • Convertibles and Hybrids

Growth Capital

Wilcox Investment Bankers has relationships with hundreds of investors and lenders, from smaller funds and high net worth family offices looking to invest $10 million to large investment funds looking to write $50 million checks for the right opportunity. We believe the right capital partner for your business should bring more to the table than money and we work to find that partner by matching size, opportunity, industry focus, culture and “chemistry.”

We assist you in determining the appropriate capital size, type and structure and work to create interest among multiple investors, to provide you with options and the best possible pricing, timing, and deal terms. Our goal is to raise the right capital for your business so that you can capitalize on the opportunity at hand.

Corporate Recapitalization

Every successful company reaches the point where its capital structure needs to change. Whether driven by outgrowing the current lender or equity base, evolving differences in shareholder’s risk preferences, retirement planning, or succession planning, the time comes to consider new capital options.

Wilcox Investment Bankers has relationships with hundreds of private equity firms, mezzanine debt providers, insurance companies and institutional investors, banks, and non-traditional lenders and can access equity and debt specifically targeted for corporate recapitalizations.

Wilcox Investment Bankers has experience executing corporate recapitalizations ranging from $10 million to over $100 million and works with companies in a variety of circumstances to bring in new capital.

Leveraged/Management Buyout

If you are an owner, a leveraged buyout can mean liquidity and the opportunity to see a business continue to thrive on its own terms without selling to a strategic buyer and being absorbed into its organization.

If you are management, a management buyout can mean the opportunity to own the business you have been operating for years.

Wilcox Investment Bankers works with business owners and management teams in a variety of contexts to negotiate and finance leveraged transactions in a way which incentivizes management while capturing full value for the business. We maintain close relationships with hundreds of private equity firms, mezzanine debt providers, insurance companies and institutional investors, banks, and non-traditional lenders. We have the credibility to support management teams in their efforts to acquire a business and a track record of experience to draw on in advising executives and owners.

Acquisition Finance

When you want to acquire a business and need additional capital to fund the purchase, Wilcox Investment Bankers helps you connect with and choose among the many sources of equity and debt. We help you understand key capital market factors including current conditions in the debt and equity markets, the tradeoffs involved with debt or equity financing and the appropriate valuation for the business you are acquiring. We access our extensive network of commercial banks, mezzanine debt lenders, high net worth family offices and private equity funds to connect you with appropriate capital sources, and we guide you through the entire funding process.