Holistic Advice
for
Important Financing Decisions.
Crosbie advises on capital raising, recapitalizations, refinancings and other situations where capital mix, structure and partner selection can materially affect outcomes.
We help clients evaluate their balance sheet and secure capital across the debt and equity spectrum, from senior debt and private credit to equity and other hybrid capital solutions. Designing financing solutions best suited to each client’s circumstances means considering not only how much capital to raise, but from whom, on what terms, and in support of what broader outcome.
Our deep relationships with mid-market investors and lenders, together with our understanding of how they underwrite risk, value, and asset quality, help our clients negotiate solutions on the strongest available terms.
Types of Capital
Debt Capital
Debt markets include a broad range of banks, private credit funds, asset-based lenders, mezzanine providers and other non-bank capital sources.
We help clients evaluate senior secured facilities, asset-based lending, cash-flow loans, unitranche facilities, second lien or subordinated debt, and mezzanine capital.
Equity Capital
We help businesses effectively position their growth potential to attract equity investors who can become true value-added partners.
We source minority and growth equity from private equity firms, family offices, strategic investors and other institutional private capital sources.
Hybrid & Structured Capital
Flexible and creative solutions tailored to specific financing and ownership needs.
Preferred and structured equity, convertible instruments, junior capital and other solutions combining elements of debt and equity.
Uses of Capital
Growth & Expansion
Capital to support organic growth, invest for scale, or pursue strategic opportunities while preserving ownership control and future optionality.
Acquisitions & Strategic Transactions
Financing to support acquisitions, strategic investments or partnerships, management or shareholder buyouts and other corporate transactions.
Financing alternatives may be evaluated alongside a sale, acquisition or recapitalization, either to support execution or provide an alternative path.
Recapitalizations & Shareholder Liquidity
Capital to support dividend recapitalizations, partial liquidity events, family succession, shareholder transitions and ownership restructuring.
Refinancing & Balance Sheet Flexibility
Capital to refinance existing facilities, deleverage, extend maturities, increase liquidity, or create flexibility for future strategic options.