Capital Raising

Western Reserve Partners’ services include private placements of capital across a variety of markets, advising on public market capital raising, capital raising related to buy-side M&A transactions and capital structure advisory. Our professionals have been involved in transactions that have raised in excess of $2 billion of capital for clients over the past five years.

Western Reserve’s capital raising practice is product-neutral, focused on providing the appropriate product solution for our clients, independent of market bias. We can deliver a broad range of capital from a variety of capital sources, including secured and unsecured senior loans, mezzanine capital and non-control equity. Our success is based on the following attributes:

Keen Market Insight
Western Reserve maintains insightful, market driven dialogue with over 100 institutional investors representing a wide variety of capital markets. These contacts enable us to provide clients with the most current pricing and structural considerations available in the market. In addition, our institutional and product neutrality allow us to draw on the analytical and execution resources of a wide variety of capital markets firms.

Creativity in Structuring Transactions
Our professionals are highly respected by issuers and investors for developing and executing creative solutions to complex corporate financings. Western Reserve’s principals have pioneered innovative corporate financing situations including:

  • ratchet warrant structures in subordinated note investments;
  • tranched security, with cross collateralization, in debtor-in-possession transactions;
  • multiple-draw, interest rate protection private placements and
  • first-loss deficiency, sponsor guarantees for project financings.

Efficient Execution
Western Reserve delivers clients the most advantageous pricing, terms and conditions available in the market and works closely with our clients to carefully develop a financing strategy.

  • Identify both the capital need and the appropriate source of capital to meet that need
  • Approach the most likely investors for a particular transaction and work with the client and investor to facilitate a timely closing.

Each engagement is staffed by a senior banker and at least two support bankers.