We advise clients on significant capital-related matters including sourcing capital, capital needs assessment, and planning for potential investments. The investment management experience of our professionals gives us an understanding of the capital needs and challenges facing both businesses and individuals alike. Our objective when advising on important capital-related issues is to support the strategic and financial objectives of each client with expertise that is traditionally only available from larger investment banking firms.
We have provided businesses and other organizations with skilled and insightful capital advisory services. Accessing capital for middle-market companies can be challenging, and our professionals maintain deep and long-standing relationships with potential lenders and other capital providers that are uniquely positioned to meet their specific needs.
- Asset-based loans
- Senior credit facilities
- Subordinated debt
- Unitranche loans
- Acquisition financing
- Structured credit and derivatives
Distressed Situation Advisory
We offer a full range of advisory services for stakeholders of companies in special situations, including cases of significant financial distress, corporate restructurings, or bankruptcy-related proceedings. Our professionals are experienced in advising businesses, secured lenders, investors and committees when a company is experiencing extraordinary operational or financial challenges.
In cases of severe financial distress, it is important to quickly assess and understand the problems and potential solutions to maintain flexibility and maximize the opportunities to preserve enterprise value, which often occurs under difficult and contested circumstances. With a commitment to offer actionable solutions for our clients, PW&Co professionals maintain significant technical and analytical expertise, allowing them to provide credible and valuable advice on these complex matters.
We have earned a reputation for providing objective, unbiased guidance to the operating, strategic and capital needs of our clients. Through our understanding of capital structures and markets, we can raise capital from traditional and non-traditional sources to meet the unique needs of each individual client. We have experience completing divestiture and merger transactions of distressed companies, both in and out of bankruptcy proceedings.
Debtor Advisory
We routinely advise debtors in and out of formal bankruptcy and work in conjunction with all company stakeholders to develop and implement a viable restructuring plan.
Debtor advisory includes:
- Advising stakeholders in turnaround situations
- Evaluation of business plans and strategic alternatives
- Development of short-term cash flow and liquidity projections
- Assessment of capital structure and debt capacity
- Creditor negotiations
- Refinancing existing indebtedness
- Restructuring existing equity and sourcing new capital
- Distressed sale transactions
- Prepackaged/prearranged chapter 11 reorganizations
- Traditional chapter 11 reorganizations
- Arranging debtor-in-possession and exit financing
- Section 363 bankruptcy sales
- Providing valuation, solvency and fairness opinions
- Expert testimony
- Interim executive and financial management
Creditor Advisory
Our professionals have experience advising all creditor classes in a financially distressed situation, with the common goal of protecting our client’s interests and maximizing their returns.
Creditor advisory includes:
- Assessment of financial reporting and budgeting results
- Evaluation of financial projections and reorganization plans
- Negotiations with debtors
- Inter-creditor negotiations
- Development of reorganization plans
- Providing valuation, solvency and fairness opinions
- Expert testimony
- Receivership, Liquidating Trustee and Collateral Agent Appointment
Distressed Situation Insights
Insights for Companies in Distress
Forward-looking financial statements are associated with many significant financial transactions. Credible financial projections are particularly important when a business encounters financial difficulty, and frequently become a necessary condition of forbearance by a creditor, or of new or additional financing by an investor. Since the finance and accounting areas of middle market companies are usually overworked... Read More >
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Securities-related transactions are conducted through M&A Securities Group, Inc., 4151 N. Mulberry Drive, Suite 252, Kansas City, MO 64116. Member FINRA/SiPC. M&A Securities Group and Porter White & Co. are unaffiliated entities.
