Corporate Finance & Advisory Services

B&L Financial brings its extensive history of success to each corporate finance engagement – we pride ourselves on our ability structure a multitude of financing solutions from $1 million to $100 million plus.

From identifying and contacting qualified investors and lenders to arranging multiple layers of senior and subordinated debt, our expertise is sought out in many instances where timely and effective financing solutions are desired.

B&L Financial is active throughout the entire transaction process – often times acting as an advisor to our clients – from the initial stages of meeting with management and discussing viable capitalization options, to actively promoting our clients needs in the financial marketplace – and working through the due diligence, documentation and closing processes – we offer a comprehensive host of corporate finance services, which include:

Strategic review of financing and investment options
Completion of a comprehensive financial model
Preparation of an introductory investment memorandum designed to present the company and contemplated financing structure to the capital markets
Identify and contact multiple qualified investment and financing sources
Presentation of the company and financing strategy to the capital markets
Compilation of proposals, term sheets, commitments and other documentation related to the contemplated financing transaction
Assistance through the due diligence and closing processes

An off-shoot of our advisory activities for arranging debt is the representation we have provided to buyers and sellers of businesses – in several instances B&L Financial has been approached to assist business owners to sell their business; or to help buyers acquire companies (or individual business units of larger companies) – and utilize our services to secure necessary financing. As is typical with our financial advisory engagements – these working arrangements offer us the ability to act as an exclusive representative of our clients, as we pursue completion of the assignment at hand.