Corporate Finance

For middle-market private equity sponsors and companies, LM+Co’s Corporate Finance team is a unique source for “bulge bracket” capital markets expertise.  Our team – with extensive experience and established relationships throughout the capital markets – has established credibility with the nation’s lending, investment and legal communities.  We can partner with you on critical capital markets advisory assignments via secured loans, uni-tranches and mezzanine financings, and a broad range of M+A transactions.  In restructuring situations, we know where to find rescue financing, DIP loans and exit financing.

Results.Period

• Assisted in a comprehensive debt refinancing for a portfolio company of a middle market private equity fund, managing a broad process and expanding the pool of potential lenders beyond the sponsors existing relationship lenders.  LM+Co successfully raised $70 million in facilities at a substantially lower blended cost, while also achieving “best-in-class” terms that provided greater operating and acquisition flexibility

• As Advisor to the Senior Lenders, led a comprehensive recapitalization of a publicly traded real estate finance and asset management company which included negotiating a $110 million, third-party sale of the Company’s CMBS asset management business and resulted in a 100% recovery of $220 million of Senior Debt and the restructuring of $2.6 billion of other and contingent liabilities 

• As advisor to a global commercial real estate lender, facilitated the sale of over $1 billion of assets and business platforms, primarily from the US, Europe, and northeast Asia, which in Japan included managing and negotiating 363 sales and bulk sales, as well as supervising $500 million in real estate portfolio collections at planned levels and ahead of schedule

See some of the clients who have turned to LM+Co for capital markets advice and expertise