Capital Advisory

Comprehensive Financing Services to Support our Clients’ Unique Needs

The Capital Advisory team partners with the firm’s sector experts to provide clients with value-maximizing solutions to navigate all stages of an organization’s life cycle in varying capital availability environments. Solomon Partners provides independent guidance across a comprehensive range of services, including debt advisory, special situations financing and liability management, and financial restructuring.

The evolution of the public and private markets offers new opportunities and increased flexibility for our clients. By advising across these market dynamics, we work closely with clients to understand their strategic objectives and develop solutions and implementation plans tailored to achieve their goals while minimizing execution risk and reducing the blended cost of capital.

Capital Advisory Services Support Broader Strategic Initiatives

Financing Advisory

• Arrange private-capital solutions and provide process management services related to all forms of financings
• Provide independent advice related to syndicated market financing options compared to potential private-financing advisory alternatives
• • Asset-based loans
  • Corporate revolvers
  • Structured finance
  • Cash-flow loans (e.g., 1L, 2L, unitranche)
  • Mezzanine financing
  • Carve-out collateral financings
  • Common equity

Debt Advisory & Capital Solutions

• Lead negotiations with issuers or stakeholders (e.g., creditors) to modify contractual obligations to facilitate our clients’ ability to implement strategic objectives
• Structure and negotiate new debt, equity or hybrid instruments
  • Evaluation of capitalization options
  • Debt document assessment
  • Hybrid debt
  • Preferred equity
  • Equity-linked financings
  • Amendments and consent solicitation

Liability Management

• Structure, negotiate, and execute complex financing transactions for clients or stakeholders where company access to the broadly syndicated or “regular-way” private capital market is not optimal
• Advise on financing options, including liability management transactions which may result in comprehensive balance sheet recapitalizations that enhance liquidity and increase value
  • Structurally senior financing
  • Amend and extend transactions
  • Discounted debt repurchases
  • Non-traditional existing stakeholder financings (e.g., up-tier exchanges, drop-down transactions, credit support-enhancing financings)
  • Non-core asset sales

Financial Restructuring

• Work with companies, creditors, boards, or other constituencies on complex financial restructurings and distressed M&A transactions that may be implemented out of court or via in-court or court-supervised proceedings
  • Develop comprehensive review of strategic alternatives
  • Lead stakeholder negotiations
  • Amendments, waivers, and forbearance agreements
  • Debt-for-debt and debt-for-equity exchange offers
    (in- or out-of-court)
  • Non-core asset sales
  • Sell-side and buy-side distressed M&A advisory
  • Expert testimony