Raising Capital

Waypoint offers assistance with arranging debt and equity capital, restructuring and amending existing credit facilities, and maintaining effective and productive relationships with lenders, private equity groups, and other investors.

Arranging Capital:
We work with businesses to determine the amount and type of financing required, identify prospective sources of capital, and assist with the underwriting and credit process:

• Working capital funding (factoring, asset based loans, etc.)
• Expansion, start up, and acquisition financing
• Bank loans and lines of credit
• Bridge loans and mezzanine financing
• Private equity group investments
• Angel and venture capital

Amendments and Restructurings of Credit Facilities:
Businesses face many financial and operational challenges. At times, such challenges may impede a company’s ability to fully meet covenant requirements or make necessary debt service payments. We work with owners, lenders, investors, and other affected parties in assessing the company’s repayment capacity, assist with restructuring existing credit facilities, locating new sources of capital, and assist with identifying and executing appropriate exit strategies.

Managing Lender and Investor Relationships:
Obtaining capital generally marks the beginning of a long-term partnership between the business and its lenders or investors. Effectively managing these relationships can be a challenging and time-consuming process for many business owners, especially in situations involving start-ups, fast growth, turnarounds, leveraged buyouts, syndicates, and outside investors. Our experience can benefit all parties in developing and maintaining a mutually beneficial working relationship.