• • Selling A Business
    
  • Buying A Business
• Capital Raise
  
• >Debt Placement
  
• >Equity Capital
  
• >Equity Placement
  
• >Acquisition Financing
  
• >Loan Analysis
  and Structuring
• >Descriptive Financing
  Memorandum
• >Raising Funds
  
• >Contacting Lenders
  
• > Negotiate Terms
  with Lenders
• >Due Diligence & Closing
  
• >Overview of Loan Types
  
• >Graduated Ownership
  Liquidity
• >Financial Restructuring/
  Recapitalization
• >Reasons for Restructuring
• >Testimonials
  
• >Case Studies

Case Studies

The Situation

Management Buyout of a Company.

A tool manufacturer wanted to spin off a division that no longer fit its strategy. The management team of the division wanted to buy it, but had limited capital and no experience in structuring and financing the acquisition. Banks would only finance part of the purchase, and the valuation was uncertain.

 

The Alpha Omega Solution

Alpha Omega helped the buyers develop a 5 year budget and a capital structure that could be financed. The structure consisted of senior bank debt, junior subordinated debt, and equity capital. The Alpha Omega team also created a complete financing memorandum for prospective lenders and investors that detailed the transaction.

The Alpha Omega team contacted suitable lenders and investors, described the transaction, arranged company meetings, and obtained financing proposals. The Alpha Omega team determined the best proposal for debt and equity, and assisted in due diligence, legal documentation, and closing. The Alpha Omega team managed the process from beginning to end and minimized the impact of the transaction on the company and the management team.

The Results

The Alpha Omega team obtained financing at favorable terms from a community oriented commercial bank, two highly supportive institutional investors, one angel investor, and additional members of the management team. The management team successfully obtained ownership and control of their division, and the tool manufacturer was able to exit this business.

Disclaimer

All project history examples are guaranteed factual. In some cases, names of companies are excluded at the request of the client or can only be disclosed after execution of a non-disclosure agreement acceptable to the client.

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