Case Studies

 

Specialized Industry Company Seeking Incremental Bank Debt

  • Specialized industry requires lenders who provide bank debt using non-standard terms

  • Incremental Bank Debt can come from legacy and/or additional providers

  • SCA positions the Company in the best light so banks understand both the significant opportunities as well as the risks

  • SCA assists company management in negotiating best market terms, pricing and fees

 

Middle Market Company Seeking Junior Capital to Support Rapid Growth

  • A family-owned company has a large identified growth opportunity that can’t be supported by additional bank debt and the family has already invested significant equity in the business

  • SCA reviews and advises on the financial model and presentation material to effectively position the Company and meaningful opportunity

  • SCA identifies numerous junior capital providers who invest in the industry, geography and size of the Company

  • SCA works with Company management to execute the process and close the capital raise

 

Sell-Side M&A / Majority Equity Capital Raise

  • Lower middle-market Company in a unique industry that is below the radar and interest level of larger investment banking firms

  • SCA develops the process, identifies interested acquirers (strategics, private equity firms and family offices) and assists Company management in execution through closing

  • SCA teams-up with larger investment banking firms as appropriate

 

Start-up Company Seeking Seed or Growth Capital

  • Company founder more product/service and operationally focused than experienced in capital raising

  • SCA assists in preparation of pitch deck and marketing materials to effectively communicate the Company’s capabilities and significant upside

  • SCA provides introductions to Angel and Venture Capital groups that focus on the specific industry, geography and market opportunity

     

     

     

     

     

     

     

     

     

Securities transactions conducted through TCC Securities, LLC, an affiliated company,

registered Broker/Dealer and Member of FINRA/SIPC