The key elements of our private capital raising process include the following:

Investor relationships and market insight

We have years of experience and interaction with leading private investors. We actively maintain market dialogue with many of the nation’s leading investors across our industry segments and product categories. Because of this knowledge, we are able to quickly assess whether a particular issue can be sold and to whom.

Successful structuring, marketing, and execution

As a private placement agent, we facilitate the placement process from beginning to end. We have substantial experience in arranging creative structures in response to complex financial conditions. We work with management to prepare a summary of terms and a placement memorandum, devise a marketing strategy, contact investors to market the financing, negotiate final terms, and expedite documentation and closing.

Middle-market focus

St. Charles’ private financing efforts are focused on middle-market issuers. We prefer to work with established and profitable companies, either public or privately held.

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