Mezzanine Finance

The Capital Markets & Capital Structure Advisory group is our global hub of expertise on capital structure, capital formation and capital raising. Our professionals work closely with bankers across the firm and around the world as sources of intelligence and advice on corporate finance and the capital markets.

Track Record of Innovative Solutions

We help tailor financing strategies to clients’ unique situations, and we have a track record of innovative solutions for challenging market conditions.

Joseph Sassoon Group frequently advises private companies in the placement of senior debt, subordinated and mezzanine debt, convertible and equity-linked securities and private equity.

Our in-depth knowledge of the capital markets enables us to design, create and negotiate financing solutions suited to your specific needs.

Our independence enables us to select the best people from financial institutions and institutional investors and to negotiate the financial terms of transactions without conflicts of interest. Our knowledge of financial institution decision-making processes enables us to carry out our assignments effectively.

The Leading Independent Global Providers of Mezzanine Capital

By design, we serve middle-market companies that require capital to fuel growth, pursue strategic investment opportunities or bridge liquidity and cash flow issues. Joseph Sassoon Group’s strategy is being one of the leading independent global providers of mezzanine capital. We believe our reputation is a result of our extensive investment experience, broad transaction sourcing capabilities, and disciplined investment approach.

Mezzanine debt provides borrowers financial flexibility by combining the features of debt and equity instruments. This type of loan allows a borrower to obtain financing based on its cash flow rather than on traditional requirements of collateral. If the loan is not paid back on time and in full, the financing will convert to an ownership or equity interest in the business.

Tailored Financing Strategies

Our mezzanine financing solutions are available for companies that can demonstrate a proven track record, and have a great reputation for their products and services.

Our specialists are here to help you determine if mezzanine financing is suitable for your needs and how your company can best benefit from our range of capital solutions.

We advise clients on a broad range of strategic and tactical issues, including capital structure optimization, capital allocation, equity and debt market positioning, issuance, and investor communications strategies.

We provide innovative, objective and timely advice to governments and businesses on all aspects of raising equity capital, including valuation, underwriter selection, incentive structuring, investor targeting, listing venue selection, syndicate structuring, security structuring, and offering size and pricing.

Debt Advisory

Our team of senior bankers advises and negotiates on behalf of clients regarding alternatives for existing debt and the issuance of new debt. We also provide guidance on all aspects of the credit ratings process, including interactions with the ratings agencies.