Capital Advisory
COMPREHENSIVE FINANCING, CAPITAL TRANSFORMATION AND DEBT ADVISORY SOLUTIONS
The Capital Advisory team works closely with clients to provide comprehensive, conflict-free guidance at any stage of an organization’s life cycle. We partner seamlessly with the firm’s best-in-class industry experts to provide clients with value-maximizing advice.
FINANCING ADVISORY
STEERING CLIENTS THROUGH THE CAPITAL MARKETS
For over three decades, Solomon Partners has been a trusted advisor to clients seeking access to the private and public capital markets. Working in close collaboration with our industry coverage teams and Financial Sponsors group, we combine unmatched sector knowledge with broad capital markets capabilities.
PRIVATE CAPITAL MARKETS
Acting as a placement agent, Solomon Partners arranges tailored capital solutions including asset-based loans, cash flow bank loans, highly bespoke term loans, equity-linked securities and preferred equity. Clients benefit from our strong relationships with a diverse group of capital providers, including leading commercial banks, direct lenders, specialized credit funds, insurance companies, hedge funds, family offices and private equity firms as we raise financing for acquisitions, general corporate purposes or recapitalizations.
Our comprehensive services include:
- Assessing financing alternatives and recommending appropriate financing structures
- Providing expert advice on appropriate market terms, including facility sizing, pricing and covenants
- Facilitating access to sources of private capital by orchestrating a competitive marketing process
- Evaluating indicative term sheets and negotiating final terms and documentation
Additionally, we assist companies facing financial distress that require rescue, debtor-in-possession (DIP) or exit financing.
PUBLIC CAPITAL MARKETS
Solomon Partners also advises clients on accessing the public capital markets, including broadly syndicated loans in the leveraged loan market and high-yield bond offerings. Our reputation in this area allows us to work collaboratively with many of the top underwriters on Wall Street for the benefit of our clients. We provide critical insights on market access, key terms and market protocols.
Our Financing advisory services are complemented by the expertise, market capabilities and capital of Natixis in its capacity as an underwriter and bookrunner in the broadly syndicated loan and high-yield bond markets.
CAPITAL TRANSFORMATION
TRANSFORMATIONAL CAPITAL STRUCTURE SOLUTIONS
Over 30 years ago, Solomon Partners pioneered providing capital structure advice as a value-preserving complement to our sector coverage and financing advisory businesses. Today, we remain a market leader providing independent, objective and conflict-free advice to management teams, boards of directors, private equity investors, creditor groups and other key stakeholders.
Offering unrivaled capital structure expertise to our clients through every step of the process is our sole objective. Our expertise coupled with real-time market knowledge allows us to assist clients successfully navigate challenging financial situations to achieve the most comprehensive and outcome-driven solutions.
SOLOMON PARTNERS’ BANKERS ARE CAPITAL STUCTURE EXPERTS
We partner with our clients to understand their circumstances and transform balance sheets. We provide solutions that maximize stakeholder value and create pathways for continued growth.
Our integrated advisory approach draws on the deep industry knowledge of our sector coverage bankers combined with our capital markets and financing expertise. We have a comprehensive perspective on our clients’ specific needs and create customized solutions to address both immediate financial concerns and long-term operating, financial and strategic objectives.
Our services include:
- Assessing and executing credit enhancing alternatives, including raising of new capital (debt, equity and/or hybrid)
- Developing comprehensive balance sheet strategies
- Covenant waivers, amendments and maturity extensions
- Structuring, negotiating and executing stressed / distressed exchange offers, debt tender offers and consent solicitations
- Executing stressed / distressed mergers & acquisitions, company sales, non-core asset divestitures and joint ventures
- Advising acquirers in distressed company acquisitions and new money-led recapitalizations
- Structuring and negotiating debt-for-equity and debt-for-debt recapitalizations and restructurings
- Valuing companies and securities, including providing expert testimony
transactions
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
Served as financial advisor to Audax Private Equity on its acquisition of Thermogenics
Served as financial advisor to Ridgemont Equity Partners on its acquisition of Crete Mechanical Group
Served as co-financial advisor to Red Lobster on its refinancing of existing credit facilities
Served as financial advisor to Chico's on its $285mm Revolving Credit Facility and $15mm FILO
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.