Fund

Bringing funding into your company can be a pivotal moment.
It’s likely to change your commitments and feelings – even your relationship with the
business might change. Our funding specialists are sensitive to these impacts. They’ll work
with you to get the investment that will accelerate your growth and achievement
of your Equity Strategy Plan – the roadmap to achieve your legacy.

 

 

The funding needs for middle market companies are unique. Proactively working with you to map your capital and financing needs, Assay’s funding specialists will help you obtain the appropriate funds and financial partner for your business. In addition, we will help you to manage risk and build strategic assets in your business through our unique PRIME℠ process (Prioritise, Resource, Implement, Measure & Evaluate) to achieve the transformation required to realize your business goals.

 

We find those that leave funding too late either miss big market opportunities or get unfavorable terms and often dislike their funding relationship.

As specialists, we advise on:

 

  • financing for growth
  • acquisition funding
  • recapitalizations and liquidity to diversify business owner wealth
  • corporate and financial strategy

Growth capital

 

As businesses grow they reach a point in their lifecycle when the operating cash flow is insufficient to fund growth. For example entering new markets, expanding facilities, purchasing new equipment or pursuing sales and marketing opportunities. Our funding specialists work with you to evaluate the growth capital options, such as senior debt mezzanine financing or equity capital.

Acquisition funding

 

This funding helps create a more scalable business through acquisition of competitors, access to complementary products or services and expanding into new markets (domestic or international). In addition to managing the acquisition process, Assay can also provide the right funding to acquire, as well as support, the integration and growth created.

Recapitalizations

 

For many entrepreneurs their most valuable asset is their business. The income generated by your company could provide for your family, yet much of your wealth is locked inside the business. Unlocking it is the key to diversifying your wealth through a partial sale of equity, or a special dividend paid for by future company earnings . Recapitalization allows one or more shareholders to retire, or can provide liquidity for family members not involved in the business. Assay will design and implement the right liquidity strategy for each shareholder to help you achieve your business and personal goals.