Services

Financing/Recap Advisory

Tailored financing advisory solutions focus on creative ideas across all layers of debt, inclusive of mezzanine and equity or equity-like instruments. Regular dialogue and direct links with global financial institutions as well as strong relationships with the banking community allow for quick and credible vetting at the outset of the project.

Depending on the size and structure of the financing package, SERPENT can advise on traditional syndicated facilities or adopt a simplified „Club Deal“ or „Friends and Family“ approach.

SERPENT’s proven single transaction value level is at EUR 1,000 million, however, we will not shy away from values in excess of this, nor will significantly smaller numbers discourage us provided we see significant value in the deal.

How many times have you heard of pre-mature exits, up-side being forfeited and companies being sold because shareholders were in need of a cash-out. Savvy institutional investors and financial sponsors do not share this problem. Recapitalisation and refinancing are tested ways of taking money off the table and retaining much of the upside in businesses that have steady cash-flow profiles or high growth rates.

SERPENT will provide you with a comprehensive analysis of the pros and cons relating to a potential recap of your business, guide you through the meanders of this process and support you all the way to a successful conclusion of negotiations with banks and providers of finance.