Always be ready to transact. Prepare proactively, vet options, and execute efficiently. Those are the goals when it comes to capital raising, M&A execution, or selling a business. However, traditional finance advisory models largely ignore the critical lead up, and if your not dealing right now, or taking the capital first, they can’t (or won’t) help. Despite the valuable market roles intermediaries and capital partners play, their models rely on critical assumptions – that options have been fully vetted and the prep work is already done. This simply isn’t the case for most emerging to mid-midmarket enterprises.
CFO Alliance Finance Solutions Partner, First Water, well over $5 billion in debt and equity transaction experience among its team. In recent years, the company has specialized in lower- to mid-market businesses seeking non-bank debt financing, and minority/majority recapitalizations via the growth equity and private equity capital communities. Spanning both project and traditional intermediary roles, First Water provides the following:
- Sell-Side Preparation and Due Diligence Support
- Capital Introduction (focused on non-bank lender and private equity communities)
- Buy-Side and Sell-Side Intermediary / Representation
The CFO Alliance selected First Water as its Finance Solutions Partner given its holistic FP&A and Corporate Finance toolbox and flexible engagement model. Alongside FP&A Solutions and related expertise, First Water is uniquely equipped for unfiltered dialogue around financial, process, and team preparedness for corporate finance initiatives. While other corporate finance advisors step back until a company is ready, or take opportunities to market despite preparedness weaknesses, CFO Alliance members can leverage First Water as a sounding board and a partner who is ready to roll up their sleeves and do the work that leads to efficient transaction processes and value maximization.
Reach out to us here to connect for a dialogue around your capital or transaction goals.