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
Description
Financing Advisory
Debt Advisory
Special Situation Financing & Liability Management
Financial Restructuring
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
Representative Services¹
Asset-based loans
Corporate revolvers
Cash-flow loans (e.g., 1L, 2L, unitranche)
Mezzanine financing
Hybrid debt
Carve-out collateral financings
Preferred equity
Equity-linked financings
Common equity
Debt Advisory
Lead negotiations with clients or stakeholders (e.g., creditors) to modify contractual obligations to facilitate our clients’ ability to implement strategic objectives
Representative Services¹
Evaluation of capitalization options
Debt document assessment
Amendments and consent solicitation
Special Situation Financing & 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
Representative Services¹
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
Representative Services¹
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
Representative Services¹
Asset-based loans
Corporate revolvers
Cash-flow loans (e.g., 1L, 2L, unitranche)
Mezzanine financing
Hybrid debt
Carve-out collateral financings
Preferred equity
Equity-linked financings
Common equity
Evaluation of capitalization options
Debt document assessment
Amendments and consent solicitation
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
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
¹Not a comprehensive list of services, and services are not limited to sample set provided.
transactions
Served as investment banker to Shoes for Crews in its Chapter 11 bankruptcy proceedings
Refinanced existing credit facility
Refinanced existing credit facility
Refinanced existing credit facility
Served as financial advisor to Convertible Noteholders on QualTek’s pre-arranged Chapter 11
Served as financial advisor to Wahoo Fitness on its recapitalization and growth financing
GLOBAL EXPERTISE FROM OUR NATIXIS PARTNERSHIP
Today, Solomon Partners is an independently-run affiliate of Natixis, part of Groupe BPCE, a top ten European and top 20 global bank. Our partnership provides our clients with global coverage across the Americas, EMEA and APAC.