In-depth Knowledge of the Financing Markets

Capital comes in many varieties.  We make it our business to stay abreast of each of the markets that may be available as a resource to our clients.  We know how different approaches to the market create different outcomes with respect to control, cost, covenants, cash flow, ownership and many other factors which determine the attractiveness of a financing transaction.  Cleary Gull's principals possess a thorough knowledge of the private capital markets and significant experience to add value through creative structuring.  We maintain extensive relationships with institutional investors, including venture capital and private equity funds, mezzanine investors, insurance companies and commercial banks.  Cleary Gull structures and raises private equity or debt capital including:

• Leveraged Buyouts  
• Equity (Common and Preferred)
• Mezzanine / Subordinated Debt
• Senior Debt

Each transaction is unique but generally involves the following steps:

• Developing a thorough understanding of objectives, valuation and relevant market conditions, including:
  • Assessing strengths and weaknesses
  • Analyzing historical and projected financial performance
  • Reviewing operations and management structure
  • Researching industry trends and key competitors
  • Developing the optimal capital structure
• Preparing a customized marketing strategy, including:
  • Determining the proper positioning to tell the best story
  • Developing appropriate marketing materials
  • Identifying potential investors
• Creating a competitive process, including:
  • Contacting qualified investors
  • Tightly managing a well-structured and disciplined process
  • Managing the element of time to maximize leverage
• Executing with relentless follow-through, including:
  • Developing all relevant alternatives for simultaneous consideration
  • Analyzing both value and probability
  • Recommending a course of action
  • Negotiating terms and conditions of the transaction


Contact our senior professionals to discuss how we can help you achieve your goals.