Financing Advisory

In order to grow a business beyond its organic capabilities, a company must look outside for additional capital resources.  Through placements with banks, domestic, international institutions and private investors Tri Viet arranges different levels of financing, including:

  • Senior debt (asset-backed).
  • Mezzanine/subordinated capital.
  • Straight equity, equity-related instruments.

These financings enable our clients to fund acquisitions and growth, refinance existing indebtedness and realize liquidity.  We not only focus on raising money for our clients, but also seek out financial partners that will be valuable assets for future endeavors.

As an advisor, we seek to:

  • Advise on the optimal financing structure, taking into account the client’s historical and projected operating results, shareholder/management needs and investor requirements.
  • Assist in the preparation of offering materials.
  • Assist in negotiating conditions: pricing, prepayments, covenant structure, etc.
  • Oversee the subsequent phases of the process to assure a timely close.

M&A Advisory |  Financial Advisory |  Investment Advisory