Strategic Financial Advisory
The Fieldstone team brings extensive experience in a broad range of financing assignments both inside and outside the United States, including successful arrangement of senior secured debt, mezzanine funding and equity private placements, as well as substantial project and acquisition financing transactions. We maintain close relations and partner with an established and trusted network of diverse financing sources.
Fieldstone also possesses strong expertise in strategic advisory assignments, with particular experience in recapitalization transactions, particularly for private company owners who seek access to growth capital but do not want to give up total control. Recapitalizations often allow entrepreneurs to access a partial return of capital on a tax-advantaged basis, while also providing for accelerated company growth. These advisory and financing assignments require a detailed knowledge of a broad range of issues, including valuation, corporate tax structure, estate tax structure, accounting, finance and operations. In addition, our team has established specialized expertise in working with owners and entrepreneurs to implement long-term buy-and-build platforms.
A recapitalization can provide owner/managers with much of the liquidity and capital gains tax advantages of a sale, but with continuing significant equity ownership and management participation. Long-term estate planning and charitable gifts planning can also be addressed. Fieldstone can join with the owner/manager as an investor partner along with other qualified investor partners who might add value going forward to the business.