Capital Raise / Private Placements

Private Institutional Capital Raising Services

Wilcox Swartzwelder & Co. assists clients in raising private capital and executing private placements to fund growth opportunities, strategic acquisitions and oil and gas development.

Based on clients’ circumstances and objectives supported by rigorous financial analysis, we help determine the appropriate type and size of capital raise. With a myriad of institutional capital sources available, we counsel clients on how to advantageously and favorably position the investment opportunity. We identify and target the most suitable investors, aggressively market the investment opportunity, clearly communicate the story, negotiate favorable terms and guide execution through closing.

Types of capital raised:

  • Common and Preferred Equity
  • Subordinated and Mezzanine Debt
  • Convertible Debt
  • Senior Bank Debt, Lines of Credit and Second Lien Debt
  • Hybrid Structures
  • Exploration and Production Financing

Typical private capital raising transaction size is at least $15 million. Institutional capital sources include private equity groups, mezzanine funds, hedge funds, growth capital funds, insurance companies, pension funds, select high net worth family offices, commercial banks and asset based lenders.

If you would like to discuss your capital needs, contact us.

 

 

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