Debt Capital Markets Advisory
Netrex's debt advisory practice helps our clients successfully navigate the credit markets, ultimately obtaining the best pricing, leverage, and structures available in the market.
Our Process
Prepare
- Staff deal team
- Create calendar / timeline
- Gather financial information
- Create and refine lender materials
- Manage Netrex Virtual Data Room
- Initial credit positioning
Target
- Identify target lenders
- Solicit interest
- Process NDA's and grant VDR access
- Distribute initial materials
- Develop & communicate process
Execute
- Manage due diligence requests / information
- Collect & manage IOI's
- Regular client reporting and communication
- Host management presentation
- Formal term sheets
Close
- Negotiate term sheets
- Complete confirmatory diligence
- Finalize terms and begin drafting credit agreement
- Signing and closing
Mergers & Acquisitions Advisory
Netrex's Mergers & Acquisitions advisory practice works closely with owner-operated and family-owned businesses generating between $2 million and $20 million of EBITDA to formulate and execute growth and transition strategies such as:
- Majority Buyouts
- Recapitalizations
- Management Buyouts
- Growth Capital Financing
- Minority Equity
- Capital Structure Advisory