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(212) 960-8330

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Capital Sourcing

Overview

US First Capital has developed strong business relationships with a number of banks, private equity firms, venture capitalists and angel investors, allowing it to assist enterprises in obtaining start-up, working or growth capital. We start by assessing the client company’s optimal capital structure, identifying appropriate sources and forms of financing (private, public, equity, subordinated debt, senior debt, etc.), and developing alternative funding scenarios.

We customize our proposals for each funding source to ensure that they address the particular needs of potential investors thus increasing the odds of successful transaction. Moreover, we make sure that prepared documents follow common criteria used by investors and bankers to evaluate deals, which allows our qualified clients to obtain commitments in an accelerated time frame.

Financing Services

Equity Investments

US First Capital specializes in helping lower emerging and middle market companies secure equity financing from venture capital firms, private equity groups, and strategic investors. Clients benefit from our two decades of experience advising clients on their financing strategies and successfully closing equity financing transactions. In addition to fundraising assistance, we provide our clients with valuable strategic business advice throughout the capital raising process.

Debt & Credit Facilities

Clients benefit from our decade of experience advising clients on financing strategies and successfully closing financing transactions. In addition to providing fundraising assistance, we also provide valuable strategic business advice throughout the capital raising process.  We work closely with our clients to explain the positives and negatives of debt financing so as to acquire the exact amount of debt financing needed from the most suitable institutions and reliable lenders. Our services highlight the value of the business and make transparent the debt to equity ratio for loan repayment to ensure that the client secures the financing that they require. In this process, our clients secure the precise amount of debt they need to maintain a healthy balance sheet and a secure cash flow.

Private Placements

Our private placement memorandum development process ensures the quality and effectiveness of your PPM, presentation materials, and fundraising efforts. Our process includes: (1) interviewing company management regarding the Company’s vision, mission, capital structure (amount of money to be raised, valuation, share structure, etc.); (2) conducting strategic research related to the company’s target markets, customers, and competitors; (3) drafting offering memorandum; (4) revising, copy-editing, packaging, and finalizing the document; (5) developing PowerPoint and investor marketing materials (Executive Summary, email copy) to accompany PPM; and (6) facilitating regulatory filings (SEC Form D, all appropriate State-by-State Blue Sky filings).

IPO Services

Whether a company plans to go public, to grow through acquisition or to be itself acquired, US First Capital can help position and prepare for major corporate transactions. We recognize that going public or planning an acquisition strategy, whether buying or selling, represents a significant decision and undertaking. But the basic objective of these major transactions is identical to any other investment associated with a company’s overall strategy — to add value. Our skills in research, communication and project management is complemented by our vast network of operational executives that will help streamline the “going public” transaction process and ensure that our clients are able to make highly informed decisions that will add value to their companies.

Providing Capital to Fuel Growth

US First Capital partners have extensive experience raising capital for its clients. Our clients range from earlier stage growth companies that have moved beyond the seed stage and are seeking significant (typically multi-million dollar) “A” round funding, to well establish companies with hundreds of millions of dollars or more in revenue looking to recapitalize shareholder equity positions, raise significant growth capital or to restructure and optimize balance sheets.

We know the capital markets exceptionally well, and have raised hundreds of millions of dollars in the private equity, venture capital and debt markets. We work across all areas of the capital markets, accessing private equity and venture capital funds, mezzanine funds and senior lending institutions.

As a practice, we are deeply involved with determining the size and form in which the capital raise should be undertaken, and require clear-cut alignment with our clients around crucial valuation issues before undertaking a capital raise in their behalf. We develop the analytical frameworks to determine pre-money valuations and the potential dilutive impact of the new capital to client stakeholders and what alternatives are most suited and viable; we develop the offering materials and deal rooms and take the deals to market. We remain active throughout the process, assisting clients in negotiating the terms and conditions of the deal and ensuring outcomes meet the client’s real objectives.

Transactions Breakdown