Private Placements
Colonnade serves as agent on private placements of equity and subordinated debt of at least $10
.million. We agent private placements of senior debt of at least $25
.million. We also help clients evaluate financing alternatives and negotiate and execute financing plans.
We maintain a broad network of relationships with institutional investors aligned with our target industries.
Our private placement process, led by a senior partner, typically involves the following:
- Clarify and prioritize client objectives
- Conduct due diligence on business and financial models
- Evaluate financing requirements and range of potential alternatives to meet objectives
- Assess impact on the business of the investor’s exit expectations
- Assist in developing an optimal capital structure
- Assist in preparing offering materials and management presentations
- Initiate and maintain contact with institutional investors
- Manage dissemination of information
- Solicit and evaluate proposals
- Assist in structuring, negotiating and closing transaction
