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Sand River
  • CAPITAL FORMATION

Sand River acts as a corporate finance intermediary for private deals between  sources of capital and consumers of capital 

FOCUS INDUSTRIES

     Oil & Gas
     Oilfield Services and Equipment
     ◼  Distribution & Marketing
     Real Estate
     Specialty Finance
     Technology
     Industrials

USES OF PROCEEDS

     ◼  Acquisitions

     ◼  Recapitalizations Real Estate
     ◼  Refinancing of Existing Debt
     Growth Capital
     Expansion of Working Capital
     Technology
     Dividends

CAPITAL STRUCTURE

         Senior Debt
         Subordinated Debt
         ◼  Mezzanine Loans
         Preferred Equity
         Leases
         Common Equity (Private)
         Off-balance sheet financing

Sand River can assist management teams by identifying value-enhancement corporate finance opportunities and developing a comprehensive and executable plan with respect to the articulation of the business, optimal capital structure and capital raising strategy

CAPITAL FORMATION DEAL PROCESS

    ◼   Comprehensive financial analysis of a potential transaction
      Advice on optimal capital structure and guidance on alternatives for transaction structure
      Support of management with the preparation of deal materials to articulate a transaction, such as management presentation, teaser memo and         supporting financial models and documentation
      Development of capital raising strategies, including the identification of prospective investors from a universe of traditional and alternative        sources of both equity and debt financing
      Advice on structuring and negotiation of transaction terms and conditions
      Facilitation of the documentation and closing process

Sand River has developed strong relationships that it maintains with a wide range of strategic and financial investors

   FINANCING SOURCES

         Commercial Banks
         Investment Banks
         ◼  Investment Advisors
         Private Equity Firms
         Business Development Companies

      Private Equity Firms
      Hedge Funds
      Family Offices
      Ultra-High Net Worth Individuals

      Mezzanine Funds
      Mutual Funds
      Pension Funds
      Endowments

Sand River succeeds for clients by employing a disciplined and time-tested process designed to achieve successful execution

KEY PREREQUISITES FOR SUCCESSFUL EXECUTION of CAPITAL FORMATION TRANSACTIONS

      Defined path for successful execution with transaction structure pre-sounded with a representative set of partners
      Transparency with client about the deal process and realistic probability of success
      Well-articulated story, supported by professional presentation materials and related deal documentation
      Capability and willingness to partner with peer firms that can enhance the probability of successful execution