Our capital formation services give fast growing technology companies (who are profitable and at scale) a powerful tool in their toolbox. Traditional lender are cheap, but they can only fund normal growth companies. If you have high gross profit margin growth opportunity that you can only monetize with additional capital, we should talk. We have relationships with growth equity sources and non-bank lenders who can provide you the capital that lets you optimize your growth trajectory. K2 has developed relationships with non-bank lenders including: specialty senior lenders, insurance companies, hedge funds, family offices, and subordinated debt funds. In addition, through our comprehensive M&A practice, we can provide access to an array of niche equity investors.
Our services often include:
- Analyze and determine capital requirements and use of proceeds
- Propose the appropriate securities
- Prepare marketing materials and data rooms that highlight the company’s unique attributes and defensible growth projections
- Manage multiple funding sources throughout the transaction process to maintain negotiating leverage
- Structure and negotiate transaction
- Assist with documentation and facilitate closing
We typically advise on transactions for: growth capital (debt and equity) for acquisitions or to fund strategic initiatives, shareholder liquidity or partner buyouts, and refinance existing debt