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Marriott & Co. has significant experience in advising closely-held private companies in private placements of debt and equity in order to achieve a number of strategic objectives.  Our professionals have advised clients on growth capital raises, acquisition financings, shareholder dividends and numerous other transactions.  Each capital raise assignment we undertake is customized to achieve the exact goals of our clients, and we have a proven track record of exceeding expectations in a number of complex scenarios.

Private placement services

On capital raising assignments, Marriott & Co. manages highly effective transaction processes for closely-held private companies that are in need of outside capital in order to achieve a number of different strategic objectives.

Our process on capital raises is similar to the process we run for M&A sell-side advisory assignments, beginning with pre-deal strategic planning and preparation to understand our client’s goals in a financing transaction.  We then create best-in-class marketing materials and a thorough potential lender or investor list to ensure that our client’s “story” is being effectively told to the appropriate audience.  All contact with potential lenders or investors is handled by our professionals, and we also manage management visits, negotiations and due diligence all the way until closing.

We professionally manage every step of the process with rigorous attention to detail, thus allowing our clients to focus on running their business.  Stringent confidentiality is maintained throughout the process.

Access to flexible, cost-efficient capital

Our process typically yields a number of attractive financing alternatives from which our clients may choose in order to create a capital structure that is cost-efficient and flexible.  We have long-standing relationships with a large universe of diversified private capital providers including senior lenders, subordinated debt providers, and private equity firms.

The proceeds of capital raises may be used for a number of client objectives including growth capital, shareholder liquidity, acquisition financing, balance sheet recapitalization, bridge financing, project finance and management buyouts.

Transaction sizes ranging from $2 - $50 million

Our capital raise transactions at Marriott & Co. generally range from $2 – $50 million and are in a wide variety of different industries.

Senior debt placements

Senior debt is typically sourced from national banks, regional banks and other specialty lenders.  The debt may come in the various forms, including revolving credit facilities, term loans and unitranche facilities.  It is common for at least a portion of senior debt to be secured by a company’s assets.

Subordinated debt placements

Subordinated debt is typically an unsecured debt instrument provided by private investment funds.  While typically priced higher than senior debt, subordinated debt is an attractive, flexible source of capital for companies that have no further access to senior debt and prefer to avoid the dilutive effects of equity financing.

Private equity placements

Private equity may be an attractive form of financing for companies seeking flexible long-term capital from a value-added minority partner.  The private equity is typically sourced from private investment funds, family offices or other alternative investors. There is a robust private equity market for nearly every situation, ranging from early-stage growth companies to mature, established companies.

The Marriott & Co. team was a critical partner to ABC in accomplishing our goals in this financing transaction, and we are extremely excited about the future of our Company given our attractive new capital structure. This was a complex deal that involved bringing multiple parties together, and the value that Marriott & Co. added throughout the entire process was enormous.

Barry Brockwell, Co-Owner of ABC Builders Supply, Inc.