W.Y. Campbell & Company can assist in securing appropriate financing to fund growth and acquisitions, as well as refinancing existing obligations. We seek to achieve for our clients the most reasonable cost of financing with maximum future operating and financial flexibility. Principal activities include:

• Private placement of taxable debt: variable-rate, fixed-rate, senior, subordinated, mortgage-backed, collateralized, pass-through, construction and end-mortgage convertible.
• Private placement of equity: common stock, preferred stock, convertible securities.
• Private placement of tax-exempt corporate debt.

A private capital raising transaction typically involves:

Developing the Financial Model: This analysis is a comprehensive assessment of the business. It includes sales and profitability, material and labor costs, current debt structure, current capitalization and future needs. It is the basic information needed by the private capital markets to evaluate investment potential and to set terms and pricing.

Designing the Capital Structure: Our daily activity in the private debt and equity markets provides us with a broad knowledge of institutional lender criteria, availability of funds and pricing. We use this information to determine the amount and type of debt that is required to meet the needs of our clients.

Preparing a Placement Memorandum: The placement memorandum paints an accurate picture of a business, its financial needs, the competitive environment and future opportunities. It then delivers a compelling rationale for investing in the firm, highlighting the potential for superiorlong-term return on investment.

Targeting Institutional Investors and Lenders: Finding debt markets that want to finance a particular industry is the most direct route to closing a transaction. Our proprietary database can make strategic matches with markets that are ready, willing and able to provide the capital required.

Creating the Issuer Presentation: The knowledge and passion for your business may be exceeded only by your inability to convey them. That’s where we come in. W. Y. Campbell can help you create an effective presentation that maintains interest and addresses the issues that lenders and investors find most important.

Benchmarking: Private investor and lender placements are typically exempt from public disclosure. So how do you find out if you are getting appropriate/attractive terms and pricing for your company? W. Y. Campbell & Company benchmarks the proposals received against our library of transactions that contains the terms and pricing of private capital placements from around the world.